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Money through wisdom
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
Money through wisdom PRODUCT  OFFERINGS OUR SERVICES Life / General Insurance  Third Party Products Equity Broking  Derivatives  Fixed Income Product  Mutual Fund Money through wisdom
Money through wisdom Prudent Partner Only  Real  Provider of a Complete Business Platform THE  SUPPORT  Money through wisdom
Partner Desk The   Website Money through wisdom
Partner Desk Partner   Desk   Money through wisdom
Partner Desk Partner   Desk   Administration related Facilities for Partners Group Creation / Group Shifting Client Login creation / Password Label Printing Online Query Module Other Reports for Partners Brokerage Rate Structure Various Contest announcements Brokerage Earned Report etc. Investment related reports  for clients / partners’ clients Portfolio Valuation Report – Detailed Portfolio Valuation Report – Summary Capital Gain/Loss Report Dividend Income Report Transaction Report SIP related reports SIP Transaction Report SIP Reminder Report SIP Reconciliation Report  SIP Termination/Closed Report  SIP Account report Business MIS Report FMP Maturity Report AUM report Business Collection Report Customer profiling Report Comprehensive and categorized reports for better understanding and management of client portfolio Various reports and facilities provided on online platform Partner   Desk   Money through wisdom
A Complete  Online Business Management Desk  with extensive MIS reports and administrative tools to enable you effectively Manage, Monitor & Control your business ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Partner Desk Easy Administration Partner   Desk   Money through wisdom
Partner Desk Web   Nest  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Money through wisdom
Partner Desk The  Change   Money through wisdom
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.
Partner Desk Prudent Priority  Account   Money through wisdom Products Covered Under P rudent  P riority  A ccount
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
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.
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.
Partner Desk Fixed   Income  Product Money through wisdom Wide range of corporate Fixed Deposits  available. Capital Gain Bonds of REC  &  NHAI. RBI Bond.
Partner Desk Prudent  Reality Money through wisdom Prudent Realty offers the convenience of one-stop shop where you cover  various aspects of real estate investment through a single relationship.  ,[object Object],[object Object],[object Object],[object Object]
Partner Desk Team  Prudent  ,[object Object],[object Object],[object Object],[object Object],[object Object],Money through wisdom
Partner Desk ,[object Object],[object Object],[object Object],[object Object],[object Object],Prudent  KNOWLEDGE EDGE ,[object Object],[object Object],Research  Team Money through wisdom
Partner Desk Prudent  Advantage ,[object Object],[object Object],[object Object],[object Object],SINGLE WINDOW - MULTIPLE SOLUTIONS Single Interaction Point Money through wisdom
Partner Desk ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Dedicated Relationship Managers to Help you Develop Your Business JOIN Prudent CAS Ltd. and Get Complete Support : Prudent  Advantage Money through wisdom
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
Partner Desk Partner Recognition  Program Money through wisdom
Partner Desk GUJARAT Ahmedabad  Surat Rajkot Baroda Anand Mehsana MUMBAI   Andheri Fort Ghatkopar Kalyan Vashi Thane  Borivali PUNJAB Chandigarh Jalandhar 7 States , 41 Branches and expanding Bharuch Nadiad Palanpur Patan Bhavnagar Junagadh MAHARASHTRA Pune Pimpri Nagpur Nasik Aurangabad RAJASTHAN Udaipur Jaipur Our widespread branch network physically takes financial products to millions of investors in a jiffy Uttar Pradesh Lucknow Varanasi Allahabad GEOGRAPHICAL  REACH Money through wisdom
Partner Desk Memorable  Moments Money through wisdom PROUD WINNER OF  CNBC-TV18 Best Financial Advisory Awards 2008-09 Regional Category
Partner Desk For more details please visit us at www.prudentcorporate.com Vivek Singh-9953682270 Money through wisdom

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Mutual Fund Business

  • 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
  • 5. Partner Desk The Website Money through wisdom
  • 6. Partner Desk Partner Desk Money through wisdom
  • 7. Partner Desk Partner Desk Administration related Facilities for Partners Group Creation / Group Shifting Client Login creation / Password Label Printing Online Query Module Other Reports for Partners Brokerage Rate Structure Various Contest announcements Brokerage Earned Report etc. Investment related reports for clients / partners’ clients Portfolio Valuation Report – Detailed Portfolio Valuation Report – Summary Capital Gain/Loss Report Dividend Income Report Transaction Report SIP related reports SIP Transaction Report SIP Reminder Report SIP Reconciliation Report SIP Termination/Closed Report SIP Account report Business MIS Report FMP Maturity Report AUM report Business Collection Report Customer profiling Report Comprehensive and categorized reports for better understanding and management of client portfolio Various reports and facilities provided on online platform Partner Desk Money through wisdom
  • 8.
  • 9.
  • 10. Partner Desk The Change 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
  • 23. Partner Desk Partner Recognition Program Money through wisdom
  • 24. Partner Desk GUJARAT Ahmedabad Surat Rajkot Baroda Anand Mehsana MUMBAI Andheri Fort Ghatkopar Kalyan Vashi Thane Borivali PUNJAB Chandigarh Jalandhar 7 States , 41 Branches and expanding Bharuch Nadiad Palanpur Patan Bhavnagar Junagadh MAHARASHTRA Pune Pimpri Nagpur Nasik Aurangabad RAJASTHAN Udaipur Jaipur Our widespread branch network physically takes financial products to millions of investors in a jiffy Uttar Pradesh Lucknow Varanasi Allahabad GEOGRAPHICAL REACH Money through wisdom
  • 25. Partner Desk Memorable Moments Money through wisdom PROUD WINNER OF CNBC-TV18 Best Financial Advisory Awards 2008-09 Regional Category
  • 26. Partner Desk For more details please visit us at www.prudentcorporate.com Vivek Singh-9953682270 Money through wisdom