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Everyone

Prudent Corporate Advisory Services Ltd.

Marshmallow

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.

Prudent Partner Desk

Latest Version of Prudent Partner Desk

Other versions