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

The platform is super easy to use and really helps us stay on top of everything. Plus, their team is friendly and always quick to help. Definitely a great choice for anyone wanting a hassle-free way to manage partnerships!

Partner desk App is very useful for partner lightning‑fast, so they can locate any fund, track SIPs, or pull up client reports in seconds. The search function is super precise; whether we’re looking for a specific scheme or a client’s transaction history.

"Prudent Partner Desk is one of the best apps for managing and tracking mutual fund investments. The interface is smooth, reports are very detailed, and the portfolio insights are extremely helpful. The trigger feature is especially useful—it allows you to set alerts based on NAV or market levels, making investment decisions much easier. Overall, a must-have app for distributors and investors who want accuracy, convenience, and professional reporting."

What’s new

Bug Fixes And Performance Improvements