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

Services Offered

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.