How Pensionbox Cut Onboarding Time by 60% and Enabled Secure NPS Workflows

Pensionbox is transforming how Indian employees invest in their futures. As a digital-first NPS (National Pension Scheme) platform, they work with employers to simplify onboarding, manage Section 80C tax benefits, and offer a seamless investment experience. But manual salary data sharing and outdated onboarding methods held them back.

They needed a secure, scalable solution. Enter Tartan.

Company Factsheet

The Security Risk in Manual Salary-Based Onboarding

To calculate NPS limits and handle tax reporting under Section 80C, Pensionbox needed up-to-date salary and employee data. But most HR teams shared this via CSVs—exposing sensitive information over email, introducing errors, and creating a massive compliance burden.

As Pensionbox scaled across employers, these manual workflows became a bottleneck.

Secure Data Access at Scale

With Tartan’s Unified API, Pensionbox enabled real-time salary and employee data sync—with built-in consent from users. Partial syncs meant only the necessary data was pulled, with clear permissions. Data flowed securely from HR systems into Pensionbox’s backend, powering automated calculations, investment limits, and Section 80C tax updates.

Better yet, Tartan’s bi-directional sync allowed Pensionbox to post updates back into HR systems—keeping all systems aligned.

Compliance by Design. Faster Onboarding by Default.

With Tartan, corporate onboarding time dropped by 60%, thanks to real-time HRIS integration and automated data capture. Compliance risks around salary sharing fell by 90%, and the user experience improved dramatically as employees no longer needed to upload documents manually.

Tartan turned secure data exchange into a growth enabler for Pensionbox.

“Tartan helped us scale NPS onboarding securely and fast. HR teams love it, and our engineering team can now focus on product.”

— CEO, Pensionbox

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