• financial advisor
  • online transaction
  • online transaction
  • Sub broker
  • Sub broker
  • Investment Advisor

Manage Your Business Online with award winning platform Managing your Business efficiently is difficult task. We understand your needs very well.

WHY PRUDENT?


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Create Your Own Brand

  • Your Name and Logo on all client servicing reports.
  • Personalized marketing materials.
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Get Marketing Tools

  • Updated One Pagers for SIP,ELSS etc
  • Images,Videos & Emailers for marketing campaign.
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Client Servicing at Finger Tips

  • Automatic portfolio E-Mails through Mailback facility.
  • Seperate login for clients to view portfolio reports.
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Online Transaction Facility

  • Online transactions through FundzBazar .
  • Partner initiated transaction facility .
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Regular Research

  • Updated daily & fortnightly Return Reports
  • Various research reports by fund managers.
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Strong Back Office (Technology)

  • Query submission through Partner Desk & Tollfree no.
  • Business MIS reports to track your business.
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Regular Trainings & Meetings

  • Basic training for New Channel Partners.
  • Ongoing product, sales & soft skill trainings.
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Reward & Recognition

  • Annual Awards and recognitions program
  • Monthly certification based on various criteria.
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Mobile Application

  • Mobile application to manage your business.
  • Mobile app for your clients to view portfolio reports

Create Your Own Brand

Financial Planner

Create Your Own Brand

  • Your Name and Logo on all client servicing reports.
  • Personalize marketing material.

Client Servicing at Finger Tips

Financial Planner

Client Servicing at Finger Tips

  • Automatic portfolio E-Mailer through Mailback facility.
  • Client Desk for your clients to check their valuation and other reports at just click.

Get Marketing Tools

Insurance Policy

Get Marketing Tools

  • Updated One Pagers for SIP performance, ELSS etc.
  • Personalize Marketing Campaign Images & Videos.
  • Email Campaigns at just click to all your clients.

Strong Back Office (Technology)

Insurance Policy

Strong Back Office (Technology)

  • Partner Desk login id to view reports and services.
  • SIP Analysis reports.
  • Business MIS reports to track your business.

Online Transaction Facility

mutual funds investment

Online Transaction Facility

  • Invest On account for your clients to purchase, switch and redemption.
  • NSE – NFM II – MF online Transaction facility with distributor initiated transactions.

Mobile Application

mutual funds investment

Mobile Application

  • Android & iOS based Partner Desk mobile application for channel partners to manage your business.
  • View reports, SOA request, marketing campaign material download and business MIS reports on Partner Desk
  • Android & iOS Mobile application for your clients to view the valuation reports and other details on their smart phones.

Regular Research

money management

Regular Research

  • Updated Daily Return Reports
  • Fortnightly Report – (Hard & Soft Copy)
  • Various research report by fund managers and other experts.

Regular Trainings & Meetings

money management

Regular Trainings & Meetings

  • Regular industry updates through Monthly Meetings.
  • Basic training for Newly empanelled Channel Partners.
  • Ongoing product, sales & soft skill trainings.

Reward & Recognition

investment analysis

Reward & Recognition

  • Other benefits like health insurance, Life insurance*
  • Categorization of partner for various benefits.
  • Annual Awards and recognitions to partner for various categories.
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As on 31st July 2017