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

Good app for instant check reports but delay in updated reports and nit showing client wise report in pdf formate please update properly ,

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

Every time this app requires to set new Mpin. Old Mpin never work again. Mpin is to facilitate faster operations but setting up new Mpin everytime take big time. Resolve this

What's new

Performance improvement.