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)

Process subscription/redemption/switch requestion

Helpdesk for payroll related compliances

Management of Employee Lifecycle

Filing statutory returns as per the timelines

Transfer-out, transfer-in, and settlement of EPF accounts