4.1
1.34K reviews
50K+
Downloads
Content rating
Everyone
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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
Jun 21, 2022

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
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No data collected
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4.1
1.34K reviews
Giridhar Sai
May 24, 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.
9 people found this review helpful
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Sourav Chowdhury
April 6, 2022
It's very useful, updated information time to time
3 people found this review helpful
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Ghanshyam Das Agrawal
April 6, 2022
Very simple in operation. It fullfill almost all requirements related to investors details and there investment. So, in a nutshell, Excellent.
1 person found this review helpful
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