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PRUDENT PREFFERED PARTNER

Prudent Corporate Advisory Services Limited (PCAS) is one of India's leading and successful platform providers for the distributors in the financial services industry.
Born as Prudent Fund Manager in 2000, PCAS entered into teens in 2006 with the introduction of Platform services and is now venturing into adulthood with the launch of Prudent InvestOn (Online facility to buy and sell various financial products) in 2013.
Prudent CAS provides a comprehensive platform to its Channel Partners which empowers the Channel Partners to select from wide array of financial and non financial products. It is backed by a very strong team of IT and customer care. Prudent CAS is very well known in the industry for it human touch while dealing with the partners. Today it boasts of 5847 Channel Partners spread across 45 branches in 10 states.
Inspired by its motto ‘Money through Wisdom’, PCAS has built the platform in such a manner as to enrich both the Channel Partners as well as the clients. The platform is dynamically built to cater the scalability, change management and regulatory compliance.
Product Offerings
  • Mutual funds (all AMCs)
  • Fixed Deposits of companies
  • PMS products (Third party)
  • Government/ RBI/ Infrastructure bonds/54EC Bonds/Tax Free Bonds
  • Residential & commercial properties
  • Capital Markets - Direct equity, ETFs, Commodities and Currencies
  • Services Provided to Channel Partners
  • Partner Desk with an array of reports
  • InvestOn Facility to clients for online purchase and sale
  • Dedicated Relationship Manager
  • Marketing & Sales support
  • Research support online as well as offline
  • Training & Education support by various modes such as monthly meets, conferences, events etc.
  • Dedicated Customer Care / Query management support
  • Client Desk for the Clients of the Partner
  • Reports Provided: Following is just a sample of few reports provided to the Partners and their clients:
    Investment related reports for clients / partners’ clients
    • Portfolio Valuation Reports– Detailed as well as Summary
    • Capital Gain/Loss Report with and without Indexation
    • Dividend Income Report
    Mutual Fund SIP related reports
    • Track SIP Renewal
    • Track Missed SIP Instalments for SIPs
    • Send renewal reminders to clients for SIP
    • Track SIP Termination
    Business MIS Report
    • Maturity Reports
    • AUM report
    • Business Collection Report
    • Customer profiling Report
    Administration related Facilities for Partners
    • Client Login creation / Password
    • Online Query Module
    • Auto Portfolio mailers to clients
    Other Reports for Partners
    • Brokerage Rate Structure
    • All Brokerage Payments details/calculations are online
    Come, be a part of PCAS family and let’s grow together.

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    Prudent Corporate Advisory Services Ltd. / Prudent Broking Services Pvt Ltd.
    Mutual Fund: ARN 9992  BSE Cash: INB011318038  BSE F&O: INF011318038
    NSE: INB231318032  NSE F&O: INF231318032  MCX-SX: INE261318039
    USEIL: INE271318037  CDSL: IN-DP-CDSL-539-2010
    Prudent Comder Private Limited member of MCX, FMC Unique membership code: MCX: MCX/TCM/CORP/1957.
    A commodity is offered through Prudent Comder Private Limited which is a group company of Prudent Broking Services Private Limited.

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