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RTAs are trusts or entities that help mutual fund institutions in managing and preserving accurate records of investor transactions.

RTAs assist mutual fund distributors in purchasing and selling funds on the investors' behalf.

They use portals to provide their services to investors and help them with requests like termination or halting SIPs, STPs, SWPs, etc.


RTAs handle all back-end procedures with regards to mutual fund investments.


Investors can see a consolidated account statement of all their activities by visiting their website.


RTAs save time and cost needed to maintain thorough, accurate records of investor transactions.


They also assist people in updating their personal information and changing bank mandates as required.


Click here to know more about Registrar and transfer agents.

Check here for more personal finance stories.


What role do RTAs play in mutual funds?

Registrar and transfer agents (RTAs) are trusts or entities that register and keep accurate records of investor transactions for the benefit of mutual fund houses.

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What role do RTAs play in mutual funds?

Registrar and transfer agents (RTAs) are trusts or entities that register and keep accurate records of investor transactions for the benefit of mutual fund houses.

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