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

Worst App. plz try some other platform. there support system is worst and misleading. landing page / Home page is blank after installing latest Updates.

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.

one of the best Platform for the Financial Product Distributor. I personally use this App and best ever experience. Distributor can manage their client data and also provide various marketing Content to Create Visibility of Bussiness. One of the best Fatures that I personally like is Portfolio Gain and loss statement where you can instantly send client valuation reports from Application.. other features like most is portfolio Asset Allocation Report. one of the best Platform I ever used..

What’s new

Bug Fixes And Performance Improvements