Trust Management

Trusted by Thousands of Pioneering Enterprises

Over 2,200+ rapidly growing companies leverage Qapita's transformative
platform.

OUR SERVICE OFFERINGS

Qapita offers comprehensive Trust management services, acting as Trustees and
overseeing all aspects of Trust administration.

Act as Trustees

Serve as an independent corporate Trustee.
Manage bank, Demat, and brokerage accounts.
Facilitate share purchases from the market or direct issuance from the company
based on employee option grants and exercised options.
Ensure compliance with statutory and insider trading regulations.

Provide Trust Management Services

Set up Trust online on My ESOPs platform, giving the company access to real-
time updates on share transactions, accounting reports, bank account details,
and meeting records.
Register the Trust and obtain PAN/TAN for compliance.
Open and manage bank, Demat, and brokerage accounts as directed by the
Trustee.
Facilitate the purchase of shares from the market or through primary issuance
based on employee option grants; allocate shares upon option exercise and sell
shares with proceeds remitted to employees for cashless exercises, as instructed
by Trustees.
Maintain and finalize accounts, conduct audits, and manage statutory records.
Ensure compliance with insider trading regulations and manage tax filings.
Organize Trust meetings and document proceedings.
Provide periodic reporting to the company, including reconciliation of Demat and
bank accounts.
Offer a help desk to assist employees.

PROCESS

Corporate representatives at the client’s end receive tailored management access
according to their role and hierarchy, enabling secure access to Trust information and
reports.
We assign dedicated resources to each client, facilitating seamless interactions and
timely resolution of any issues, all while meeting agreed-upon service levels.

Clients Share Their Experience

Hear directly from our customers about the benefits of partnering with Qapita

Qapita is one of the easiest equity management tools with one of the best support teams in the market. They not only helped us in using the platform to its full potential but also extended help in handling all the legal compliance matters related to our employee equity plan.

Aquibur Rahman

Mailmodo

CEO & Founder

Great team! Handheld us as we went through several iterations to get our team onboarded. Super easy to use. Very cost effective. Strongly recommend this to alternatives.

Gaurang Shah

Bulk MRO

Co-Founder

Qapita offers comprehensive Trust management services

Trusted by Thousands of Pioneering Enterprises

Kavitha

Abhinandhan Jain

Mark Harper