Registrar and Transfer Agent
Accuracy. Speed. Reliability – In every transaction
We are a preferred RTA partner for leading AIFs and unlisted companies offering end-to-end financial services and empowering them to flawlessly maintain and manage investor records.
As a distinguished RTA, we seamlessly connect the fund and its investors throughout the journey. Our secure, tech-enabled solutions, along with rich domain knowledge, ensure that every activity and investor transaction is executed with exceptional care and accuracy. Whether it involves obtaining ISIN, issuing units or transferring them, you can rely on us. Serving as a crucial interface between our customers, Depository Participants and regulatory authorities, we drive operational efficiency, optimize cost and strengthen compliance.
Our Reach & Clientele
Partnered with 600+ Unlisted Companies
for their RTA needs, ensuring smooth securities management and investor services.
Trusted by 140 Alternative Investment Funds (AIFs)
for accurate
record-keeping and
compliance.
We cater to a diverse range of clients
including startups,
private equity firms, and
institutional investors.
Services Offered
Since [Year of starting RTA services], when we first ventured into the RTA space, Orbis has grown into a full-stack investor services company, reputed for meticulous record keeping, impeccable securities management and continuous compliance adherence. Personalized real-time reports differentiates us in this highly-competitive market, fostering deeper insights and informed decisions.
Registrar & Transfer Agent (RTA) Services
- Share registry management for unlisted companies
- Investor record maintenance & reconciliation
- Compliance and reporting support
Alternative Investment Fund (AIF) Services
- Investor onboarding & KYC verification
- Capital calls & distribution management
- NAV computation & reporting
Corporate Actions & Compliance
- Dividend processing & corporate announcements
- SEBI & regulatory compliance reporting
As RTA,
our key functions include
- 01 ISIN creation & maintenance
We engage with NSDL and CDSL to help companies and AIF’s obtain International Securities Identification Numbers (ISINs).
- 02 Streamlined unit allotment and transfer
AIF’s rely on us to issue, redeem and transfer units to their investors with proper documentation and in compliance with regulations.
- 03 Error-free record keeping
Leveraging our digital infrastructure and robust processes, we maintain an up-to-date record of all investors, their holdings and transaction history, ensuring complete traceability.
- 04 Transaction processing
Any changes in investor details, capital calls and distribution, etc are proactively handled in a precise and timely manner.
- 05 Reporting and reconciliation
Customized reports to fund managers and investors help them gain accurate insights, make timely decisions and stay audit-ready.
- 06 Compliance adherence
All functions performed under RTA services, including investor and data management, are done in compliance with the norms laid down by SEBI and other regulatory authorities.
