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Key Facts
- We manage Provident Funds for various entities across diverse sectors since last two decades.
- Presently, we manage over 50,000 member accounts with an accumulated corpus of Rs 1700 Crores.
- We offer End to End Outsourcing Solution for Management of Gratuity, Superannuation, Pension and Provident Funds.
- We provide services to un-exempted establishments for compliances under EPF Act, 1952.
Benefits to Employees
- 24*7 access to PF account.
- Web Log-in to view PF Balance, Status of Loan Processing or other activities.
- Regular mobile update on their PF Balances.
- Online application facility for loans/withdrawals.
- Dedicated Helpdesk for Non-routine queries.
- Mobile App for smartphone users
Employee Data Management
- Maintenance of individual employee master data & nominations.
- Processing of advances against PF.
- Recovery management of loans.
- Processing of claims.
- Speedy Withdrawal / transfer of PF.
- Facilitating UAN generation/Linking.
Accounting & Audit Services
- Maintenance of books of accounts.
- Preparation of financial statements.
- Attending audits of the Trust.
- Filing of Income tax returns of the Trust.
Secreterial & Other Services
- Conducting Trustee meetings.
- Preparation of agenda and other papers for Trustee meetings.
- Drafting of Minutes of Trustee Meetings
- Attending PF inspection/Compliance Audit.
- Filling of periodical returns to RPFC & Replies to PF authorities.
- Latest updates on Act amendments.
- Drafting Deed of Variation and Updating Trust Rules.
- Conducting awareness session for Employees.
Investments Support Services
- Preparation of annual investment plan.
- Advising on the investment selection.
- Monitoring the Investment.
- Negotiating the investment deals with brokers/third party.
- Monitoring of Interest and redemptions.
- Investment Portfolio valuation/analysis.
Pension Support Services
- Maintaining the employee data.
- Filling periodical returns.
- Pension claim documentation.
- Filling pension claims with RPFC.
- Follow up for pending cases.
- IW Returns and COC.
- Managing OTCP portal on behalf of the Employer.
