GreenFunds
Money word, in simple language

RTA

Registrar and Transfer Agent, the firm that keeps investor records and processes transactions.

Example. When you buy units, the RTA records the purchase against your folio.

An RTA (Registrar and Transfer Agent) keeps the investor records for a mutual fund and processes purchases, redemptions and updates. Names you may have seen, such as CAMS and KFintech, are RTAs. The AMC appoints the RTA, and every RTA registers with SEBI.

Questions people ask

What is the full form of RTA?

RTA stands for Registrar and Transfer Agent. It is the firm that keeps a mutual fund's investor records and processes transactions.

What does an RTA do?

It records your purchases, redemptions and detail changes against your folio, sends account statements, and handles requests on behalf of the fund house.

Who are the main RTAs in India?

CAMS and KFintech are the two largest mutual fund RTAs in India. The fund house appoints the RTA, which registers with SEBI.

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