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Client Desk

Prudent Client Desk empowers you to manage your mutual fund investments anytime, anywhere.

After successful login, the Welcome screen displays the ‘Dashboard’ where you can view summary of investments made, current valuation, returns earned etc.

There are various other sections where you can view Scheme-wise and Client-wise summary report, Capital Gain/Loss report, Dividend Income Statement, Nature-wise and Sub-Nature-wise summary report, transaction report etc. Various financial planning calculators are also available for planning your goals.

Note: To access this application you must use your registered Login Id and Password for Prudent Client Desk. If you don’t have the same, then please contact your advisor or RM.

What's New in the Latest Version 4.6.1

Last updated on Aug 21, 2025 - Performance improvements
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