Prudent Partner Desk
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.
Category : Business
Reviews (29)
This application is good in Mobile version, but the website version is really annoying me because even when I'm using it continuously the session is getting expired. Please look into it ASAP. Without usage the session expires there's no worry but even using it continuously but still it's expiring is very annoying. Srsly.
How to contact with prudent as a distributor Dear Investor, Thank you for writing to us. This is an automated reply confirming receipt of your e-mail. We hope that you are writing to us from your registered email address. If not, we request you to do so, which will help us respond to your mail at the earliest. We thank you for your interest in FundzBazar, and look forward to your continued association with us. Thank you, Team FundzBazar
Very simple in operation. It fullfill almost all requirements related to investors details and there investment. So, in a nutshell, Excellent.
Cannot open the calculators s password is not matching....
Good Still I feel some updates to work maximum on mobile app only only for rare we should go to Labtop/PC
Details of commission paid need to be easily displayed & explained for all the products. Secondly, please do not assume that users are computer / technology savvy or familiar. Your handholding is required to some of them.
Its a perfect tool for Mutual Fund advisor. It allows me to do online marketing for my business, view records of my clients investment and help me provide them online statements. This app helps me to enhance my knowledge by regular articles on market and industry updates. Thank you for this app.
good app but having some problem. Insurance renewal report not showing renewal date. there must be an option for pdf download( reports and calculators).
Best app for investments and view your portfolios. Very detailed & unique reports. I like the most is Trigger option wherein we can choose sensex or NAV value for trigger the investements. 💐
Email id already updated in partner profile however now showing markeking compign after last update in mobile application even after giving many time feedback doest updated app through image from web portal shows email id.
I am trying to update my app from last one week but not Success Please check this problem And because of this I am unable to login the app.
90473 ARN Sunilkumar Shah, DSC for year 2021-2022 pending due to this reason my brokerage not not received sir....please help me n do the needful at your end as soon as possible sir
best for online investment
Update is not doing
Very fantastic applcaton, very useful and handy various reports and calculators are available definitely it helps to increase productivity in MF business.
Nice app for distributors...but when download anything like SoA,reports shows download complete but files not found in mobile... Correct bug
Can be more ease to use and understand ...Menu naming convention is very hard make it simple
Very useful but archive videos are not getting downloaded for the last several days. Please rectify.
I have received message to update but not able to do so. I had unstall the same but not able to download again
Slow in updation.... Chq is cleared on 11oct 2021 first half today is 14th still not reflected in client valuations... Have raised this type of queries multiple times but every time channel partners are targeted who raise queries rather than targeting problems
kindly update to latest android version, please provide the latest app from play store becouse not downlord and not support any mutual fund statement downlord in this app last two month.please this is needful for online experience and client support.my mob is samsung A50.
Dear developer your app. Very good and useful but edit one more fetures displayd client datewise all tranction partner desk & fundzbazar app. Very important thanks reply me
Very useful and easy to use also provide very important information
Excellent app for advisor all reports show and easy to quick service provide to clients
Superb. Useful updates coming up regularly. Great platform! 👍
Not open. I uninstall then instal but error show that incorrect userid or password. Solv this issue
Very user friedly Apps with made up Interesting Option Like Finacial Calculators Sales Tool nd Many more. Thanks to Prudent Team.
Very user friendly and working fine.
It's very useful, updated information time to time