The Prudent Corporate Advisory Services Ltd has introduced a new application designed for Channel Partners' clients, aimed at enhancing their ability to monitor investment-related reports efficiently.
Report Features:
- AUM Report: Offers Nature Wise and Sub Nature Wise Assets Under Management (AUM) visualized through interactive charts, facilitating better analysis of portfolio distribution.
- Valuation Report: Presents an Investment Summary segmented by various modes, providing a comprehensive view of holdings' valuations.
- Gain/Loss Report: Details capital gains and losses on mutual fund investments, aiding in performance assessment and tax planning.
- Other Reports: Includes Transaction Details, SIP Renewal status, and Dividend Income Statements for thorough account tracking.
- Calculators: Provides a selection of financial calculators to assist in planning and decision-making.
Note: Access to this application requires utilization of your registered Login ID and Password associated with the Client Desk.
Übersicht
Prudent Client Desk ist eine Freeware-Software aus der Kategorie Office & Business, die von Prudent Corporate Advisory Services Ltd entwickelt wird.
Die neueste Version von Prudent Client Desk ist 4.7.4, veröffentlicht am 07.03.2026. Die erste Version wurde unserer Datenbank am 07.03.2026 hinzugefügt.
Prudent Client Desk läuft auf folgenden Betriebssystemen: iOS.
Die Nutzer haben Prudent Client Desk eine Bewertung von 5 von 5 Sternen gegeben.
Screenshots (Klicken, um zu vergrößern)
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