Your Business.
Prudent edge+ is an AI engine built exclusively for Prudent partners. It combines business intelligence, goal planning, fund research, client report generation, marketing support, and operational tools in one conversational interface, designed around how distributors actually run their practice.
As on 31st Mar 2026
Six Intelligence Layers, One Engine.
Goal-Based Planning
Define the client goal, risk profile and time horizon. edge+ calculates the amount required, suggests schemes and executes the transaction in one flow.
Business Analysis
Get instant answers on your AUM, SIP trends, gross and net sales, redemption patterns and stock holdings directly from your live FundzBazar data.
Fund Research
In-depth fund research, now for every distributor. Evaluate any fund instantly and deliver a FundzCard to your client in seconds.
HDFC Mid Cap Fund
Reports
Your most important reports, ready instantly. Get a complete wealth picture across funds, stocks, goals and holdings, all inside the Wealth Scanner.
Marketing
From SIP drives to festival greetings, every campaign is ready in seconds and reaches your clients in one click across email and WhatsApp.
FAQ & Support
Any process query your client has, from account opening to nominations, is answered on the spot or sent to them via email in seconds.
Your entire business,
one question away.
Every Metric, Every Client, Every SIP, answered in seconds. edge+ connects directly to live Partner Desk data and delivers structured, data-backed answers instantly.
Nippon Silver ETF FoF–51.52%
Parag Parikh Flexi Cap–39.64%
ICICI Pru Value Fund–37.84%
ICICI Pru Value Fund–34.60%
MO Gold & Silver FoF–33.01%
ICICI Pru Value Fund–26.97%
XYZ Mid Cap Fund–24.50%
Client goals,
AI-planned.
Tell edge+ the target corpus, time horizon and risk appetite. It calculates what’s needed, recommends the right allocation with specific schemes and executes the transaction, all in one flow.
SIP & Lump Sum Split
edge+ calculates required monthly SIP, lump sum, or a combination with considering future value projection at 8%, 10%, and 12% CAGR.
Asset Allocation & Scheme Selection
Equity, hybrid, and debt allocation is auto-calculated based on risk profile and horizon. Swap or add any scheme before transacting.
Seamless Execution in the Same AI Flow
No switching screens. Everything from goal planning to transaction happens inside edge+ in one flow.
Insight-driven research
instantly.
Ask edge+ about any mutual fund and get a comprehensive overview, ready to share with clients as a professional one-pager via email.
Full Scheme Snapshot
NAV, AUM, expense ratio, exit load, fund manager, benchmarks, category, all in one clean response.
Performance & Rolling Returns
Compare fund returns vs benchmark and category average across every time frame, with complete rolling return analysis.
Sector, Stock & Peer Comparison
Top holdings, sector concentration, AUM trajectory and peer comparison, all in one place so you can recommend with complete confidence.
One-Pager → Email to Client
Generate a polished fund one-pager and send it directly to your client's inbox from within edge+.
Your reports,
ready in seconds.
Generate any report the moment you need it. From Wealth Scanner to Stock Pulse, get your client's complete picture across funds, stocks, goals and holdings across brokers, all in one conversation.
Wealth Scanner
Client/Sub-group wise portfolio review covering holdings, performance and risks, helping you identify what needs attention.
Transaction Report
Client/Sub-Group wise complete transaction history. Analyse purchases, redemptions, SIPs, STPs and switches with flexible filtering across time periods.
Gain / Loss Report
Client-wise tax summary of realised gains and losses across financial years. Understand short-term and long-term capital gains and plan taxes with clarity.
Valuation Report
Client/Sub-Group wise snapshot of portfolio value and performance. Track current value, total gains and returns across all investments in one clear view.
Transaction Report
Track your MF Transactions
Valuation Report
Track your Investment
Gain / Loss Report
Tax Statement
Portfolio Analysis
Wealth Scanner / Stock Pulse
Every campaign,
ready in seconds.
Run SIP and lumpsum campaigns, drive event-based outreach and send bulk emails to existing and prospective clients, all powered by edge+'s AI engine.
Client Acquisition
Client acquisition and outreach campaigns, crafted and ready to send in minutes.
SIP / Lumpsum Campaigns
Targeted investment campaigns with thoughtful content, sent to your entire client base in one click.
Goal-Based Marketing
Personalised campaigns around retirement, education, home buying and other client goals.
Event & Occasion Based
Festival greetings and timely market outreach, all crafted and delivered from within edge+.
Client Acquisition
New Client Campaign
SIP / Lumpsum
Boost Your Business
Goal Based Marketing
Goal Based Campaign
Event & Occasion
Festival Campaign
See everything.
Know everything.Act instantly.
Business edge is your command centre for client intelligence. Segment your entire book, surface hidden opportunities and reach the right clients, all from one place.
Client Segmentation
Slice your book by age, generation, tax status or AUM bracket. Instantly see which segment needs attention.
Opportunity Discovery
Spot lapsed SIPs, low AUM clients or large portfolios yet to explore PMS. Turn every signal into targeted outreach.
One-Click Communication
Select any filtered segment and launch a targeted email or WhatsApp campaign without leaving the dashboard.
From MFD to Multi-Product Distributor
From Question to Transaction —
In One Flow.
Prudent Edge+ is live for all Prudent Partners.
Become a Prudent Partner and experience the edge.