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PRUDENT PROFILE
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Prudent CAS Ltd, historically known as Prudent Fund Manager established
in 2000 is a registered investment company offering money management, financial
planning, and investment advisory services. We help you build a personalized investment
investment strategies tailored to specific client needs, and regularly review those
strategies to increase the likelihood of success. What are your goals and aspirations?
We'd like to know. Then we can determine an investing strategy that helps you achieve
your fullpotential.
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PERSONALIZED SERVICES |
We tailor not only our advice, but also our service, to the unique
needs of each client. From customized investment strategies to personalized planning
and communication, Prudent CAS Ltd continuously strives to achieve a higher level
of personalized service to achieve your financial goal. Also we provide
www.prudentchannel.com site for
our channel partner's.
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PRUDENT PRODUCTS
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Prudent CAS Ltd plans your financial needs in tailor made. It analyses market trend
and investment buckets in turn to have maximum returns. Prudent CAS Ltd serves you
with array of financial planning.
Spectrum of Products where we have an expertise:
- Mutual Funds
- Investment Consultancy.
- Equity and Derivatives broking.
- RBI Relief funds and Infrastructure Bonds.
- Life Insurance
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PRUDENT
REPORTS
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The list of reports that we can serve you with is mentioned herewith:
- Your Investment Related Reports:
- Valuation Report (sample Report
View)
- Investment Snap Shot Report
- Valuation Summery Report
- Tax Related report for your investments :
- Portfolio Analysis Report :
- Fund Performance Report (sample Report View)
- Fund Comparison Reports
- Market Wrap
- Risk Measurement Report
- Funds Fact Sheets
- NAVs and Dividends History
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PRUDENT LAURELS
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We have
been accredited many times by various AMCs for outstanding performance in fund mobilization.
Some of the prestigious awards we won are:
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Won consequently for four years in a row the most prestigious Prudential ICICI Chairman
Gold Award in FY 2002, 2003 , 2004 and 2005
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Rated 9th best independent Financial Advisor in all India by Franklin Templeton
for the year 2002
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SBI Mutual Fund in FY 2002 selected us as a chairman club member.
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Selected consequently for 2 years in a row by Standard Chartered AMC for their Hall
of Fame in FY 2002 and 2003.
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Selected as a best Regional Distributor by Fidelity Asset Management Company for
the year 2005-06
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PRUDENT
INFRASTUCTURE AND CLIENTS
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Presently we operate from four key and 21 other locations of Gujarat.
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Each of our branches is fully furnished with an excellent infrastructure and latest
systems to service the clients independently. We have been successful in making
a remarkable presence in all these locations.
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Team Prudent consists of more than 80 professionals having expertise in the fields
like clients servicing, research, sales, technology etc. We too posses skill, knowledge
and trained staff to service NRI Clients.
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Catering to more than 100 corporate houses, more than 500 High Net Worth individuals,
various trusts and other respectable clients has truly been a rewarding experience.
That our clientele includes almost all the top corporate institutions of Gujarat
shouldn't come as a surprise.
Today we are a well established company with a dynamic attitude to respond to the
ever changing stimuli of the external environment.
We are a team of professionals committed to a common goal.
"Our Aim, Your Gain"
Give us a chance and you will never look for an alternative for your all investment
needs
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