Latest Version
4.6
July 25, 2025
Prudent Corporate Advisory Services Ltd.
Business
Android
0
Free
com.ccdprumob.mobileapp
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More About Prudent Client Desk
After successfully logging into the application, users are directed to the Welcome screen, which features the Dashboard. This dashboard provides a comprehensive overview of the user's investment portfolio, displaying key information such as the total investments made, their current valuation, and the returns earned so far. It serves as a quick snapshot to help users stay updated on their financial progress.
Beyond the dashboard, the application offers several other sections that allow users to view detailed reports. These include scheme-wise and client-wise summary reports, which break down investments and performance at different levels. Users can also access reports related to capital gains or losses, dividend income statements, and summaries categorized by nature and sub-nature of investments. Additionally, a transaction report feature enables users to review all their trading activities and transactions seamlessly.
The platform further supports financial planning by providing various calculators designed to help users plan their financial goals effectively. These calculators assist in estimating future investments, returns, and other vital parameters, empowering users to make informed decisions and strategize their financial growth with clarity and confidence.
To access the application's features, users must log in with their registered Login ID and Password associated with Prudent Client Desk. If they do not have their login credentials, they are advised to contact their financial advisor or relationship manager to obtain the necessary login details. This security measure ensures that only authorized users can access sensitive financial information and tools within the application.
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