Investor Relationship Services

Investor relationship services are primarily a combination of finance, communication, and marketing to manage the flow of information between a company, its investors, and its stakeholders. Investors play a major role in the success and growth of a company. It’s important for companies to maintain strong, transparent relationships with investors.

Maintenance of Client database and assigning the codes as per the account opening form
Maintain complete set of documents for the clients
Account activation and send welcome letter to the clients
Recording of Initial corpus (Stock/Fund)
Helpdesk for payroll related compliances
Filing statutory returns as per the timelines
Transfer-out, transfer-in, and settlement of EPF accounts
Process subscription/redemption/switch requestion

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