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

App not working since 6 pm yesterday, resolve issue urgently. Nice app for distributors...but when download anything like SoA,reports shows download complete but files not found in mobile... Correct bug

App is not opening since2-3days... showing error as something went wrong. Please get it rectified immediately. Unable to see anything.

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.

What's new

- Performance improvement.