Prudent Partner Desk 4.4.9

Prudent Corporate Advisory Services Ltd has introduced a new application designed specifically for its Channel Partners. This application facilitates the tracking of clients' investment valuations and offers comprehensive business Management Information System (MIS) features.

Report Details:

1. AUM Report:
   This section presents Nature Wise and Sub Nature Wise Assets Under Management (AUM) for clients, complemented by an interactive chart.
2. Valuation Report:
   This section provides a detailed investment summary for clients across various investment modes.
3. Business Report:
   This report summarizes the business activities over the past three months, encompassing all available products.
4. Other Report:
   This section details transaction information, SIP renewals, and brokerage summaries.
5. Post Query:
   This feature allows users to submit and track inquiries regarding account statements.

Note: Access to this application requires your Registered Broker Code, Login ID, and Password from the Partner Desk.