Prudent Partner Desk

Prudent Corporate Advisory Services Ltd.

About this app

Prudent Corporate Advisory Services Ltd has launched an application for it’s Channel Partners. This application will help them to track their clients’ investment valuations and provides them their business MIS.

Report Details:

(1) AUM Report :

This section provides Nature Wise & Sub Nature Wise AUM of your client with interactive Chart.

(2) Valuation Report :

This section provides Investment Summary of your clients under various modes.

(3) Business Report:

This report provides last three month business summary with all products.

(4) Other Report:

This section provides Transaction Details, Sip Renewal and Brokerage Summary.

(5) Post Query:

This section allows you place and trace query for A/C statement.


Note: To access this application you have to use your Registered Broker Code, Login Id and Password of Partner Desk.

Ratings and reviews

recently getting problem as -In the app’s marketing campaign section, the buttons for sharing and downloading images are currently unresponsive. When users attempt to either share a campaign image to social media/messaging apps or download it to their device, no action is triggered. This prevents me from further processing or distributing the campaign materials. No response when either button is tapped. No error message or feedback is shown to the user. Platform: Android Mobile App - Parner DESK

App was fine till the recent update but now you have omitted the Dividend column from Valuation report! This is called degradation and not updation. There should be more ease with every update and not difficulty in user interface. Please bring back the dividend column as soon as possible.

Again same problem.. not able to download marketing image not share it. Though full functional app for financial advisors

What’s new

Bug Fixes And Performance Improvements