4.7
1.56K reviews
50K+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image

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.
Updated on
18 Jul 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Photos and videos and Device or other IDs
Data isn’t encrypted
Data can’t be deleted

Ratings and reviews

4.7
1.52K reviews
Giridhar Sai (GS)
24 May 2021
This application is good in Mobile version, but the website version is really annoying me because even when I'm using it continuously the session is getting expired. Please look into it ASAP. Without usage the session expires there's no worry but even using it continuously but still it's expiring is very annoying. Srsly.
26 people found this review helpful
Did you find this helpful?
Deb Mukherjee
30 December 2022
The apps is crashing. While operating all of a sudden its going to apps swirch-off mode with pop-up message internet connection not there when the internet connection is very much available. Need upgradation.
21 people found this review helpful
Did you find this helpful?
KAILAS KHAIRE
28 February 2024
Update the App it shows error You're not Connected to Internet. Please turn on Internet as phone always connected to WIFI & internet. Worst app irritating infront of clients
6 people found this review helpful
Did you find this helpful?

What's new

Performance improvement.