2. Money through wisdom THE COMPANY Prudent CAS Ltd, (originally established as Prudent Fund Manager in 2000), is a registered investment company. We offer specialized services in the areas of Personal and Corporate Investment Planning through Mutual Funds, Equities, Derivatives, Third Party Products, Fixed Income Products and Life/General Insurance. Prudent Corporate Advisory Services Ltd Distribution of Mutual Fund and other Investment oriented products Prudent Broking Services Pvt. Ltd. A SEBI registered BSE/NSE Member and Depository Participant Services Through CDSL. Started in 2005, the company operates from Ahmadabad, Anand, Baroda, Surat and Rajkot. Prudent Insurance Services Pvt. Ltd. Started in 2008 as corporate agency for KOTAK Life Insurance. Money through wisdom
3. Money through wisdom PRODUCT OFFERINGS OUR SERVICES Life / General Insurance Third Party Products Equity Broking Derivatives Fixed Income Product Mutual Fund Money through wisdom
4. Money through wisdom Prudent Partner Only Real Provider of a Complete Business Platform THE SUPPORT Money through wisdom
11. Partner Desk The Next Step Money through wisdom P rudent P riority A ccount A comprehensive account with attractive features that consolidates your client’s entire wealth on to a single window and provides you total portfolio consolidation.
12. Partner Desk Prudent Priority Account Money through wisdom Products Covered Under P rudent P riority A ccount
13. Partner Desk Prudent Broking Prudent Broking Services Pvt. Ltd. Incorporated in 2004, Prudent Broking Services Pvt. Ltd is a Stock Broking and Depository Participant service provider . Company is a member with Bombay Stock Exchange(BSE)and it applied for membership of National Stock exchange(NSE) & Central depository services(India)Limited(CDSL). Company is in the process of creating its national presence by opening offices in various parts of the country. Money through wisdom
14. Partner Desk Prudent Broking Own D-MAT & Trading account. Equity top picks & tips. Concept of Broker & Remieser both Money through wisdom Prudent Broking Services Pvt. Ltd.
15. Partner Desk Prudent Insurance Prudent Insurance Services Pvt. Ltd. Money through wisdom Looking at the immense growth potential of the insurance sector in India, Prudent Insurance Services Pvt. Ltd. was incorporated in 2008. Today, our clients enjoy multiple options of life and general insurance based products through our strategic tie-ups with the best insurance companies in India.
16. Partner Desk Fixed Income Product Money through wisdom Wide range of corporate Fixed Deposits available. Capital Gain Bonds of REC & NHAI. RBI Bond.
17.
18.
19.
20.
21.
22. Partner Desk Partner Categorization Money through wisdom Prudent Believes in giving Value Addition to Its Partners and supporting them in developing their Mutual Fund Advisory Business. Category Loyalty Criteria Loyalty Amount P1 Equity AUM of 2 crore and Above 500 per month P2 Equity AUM of 5 crore and Above 2000 Per Month P3 Equity AUM of 10 crore and Above 5000 per month P4 Equity AUM of 20 crore and Above 15000 per month