# Prudent Client Desk

> Investment tracking and financial reporting tool for channel partners and clients. (iPhone/iPad app by Prudent Corporate Advisory Service Limited.)

- Source: https://appshunter.io/ios/app/prudent-client-desk/id987059321 (this page in markdown: same URL + `.md`)
- Developer: [Prudent Corporate Advisory Service Limited](https://appshunter.io/developer/976541545)
- Category: Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings · 22 written reviews indexed
- Age rating: 17+
- Requires: iOS 15.6 · 52 MB
- Languages: American English
- Released: 2015-05-04
- Data updated: 2026-06-09
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/prudent-client-desk/id987059321/reviews.md

## What is Prudent Client Desk?

Prudent Corporate Advisory Services Ltd has launched an application for Channel Partners Clients. This application will help them to track their Investments related reports.
Report Details:
(1) AUM Report:
This section provides Nature Wise & Sub Nature Wise AUM with interactive Chart.
(2) Valuation Report:
This section provides Investment Summary of under various modes.
(3) Gain Loss Report:
This report provides your Capital Gain loss details on MF investments.
(4) Other Report:
This section provides Transaction Details, Sip Renewal and Dividend Income Statement.
(5) Calculators:
This section provides various types of Financial Calculators.

Note: To access this application you have to use your Registered Login Id and Password of Client Desk.

## Key features

- AUM report with interactive charts
- Valuation report for investment summary
- Gain/Loss report for MF investments
- Transaction details and dividend statements
- Financial calculators
- Investment report tracking

## Recent user reviews (10 of 22)

All indexed reviews: https://appshunter.io/ios/app/prudent-client-desk/id987059321/reviews.md

### 1/5 — SWW error

*2025-12-23, version 4.7.6*

Not working after update

### 1/5 — Unable to login

*2025-12-19, version 4.7.6*

Login issue

### 1/5 — New update is worst

*2025-12-18, version 4.7.6*

Poor update outdated update

### 1/5 — Reports are not reflecting

*2025-12-18, version 4.7.6*

Terrible reporting function, need improvement. See NJ reports and make changes

### 1/5 — Not able to login

*2024-08-02, version 4.7.0*

Not able to login 
Pls rectify it
Showing error

### 2/5 — Not working

*2024-07-30, version 4.6*

From today morning this app is not logging in my IPhone 14 PRO

### 1/5 — Error

*2024-07-29, version 4.6*

I am using this app since long, now I am getting “Something went wrong” continuously.

### 1/5 — Worst app

*2023-05-31*

Been trying to login from past 2 weeks and everytime gives me an error that something went wrong.
Even after using forgot password link, the new password sent on the email is not working. Now unable to check my holdings and perform any transactions

### 1/5 — Not login

*2023-01-18, version 4.6*

am change iphone and new phone not set MPIN

### 1/5 — Not able to login after upgarda

*2021-12-15, version 4.6*

Hi 
I am not able to login after upgrading the app.
Can you plea look into this

## Frequently asked questions about Prudent Client Desk

### What kind of investment reports does Prudent Client Desk provide?

Prudent Client Desk offers AUM reports with interactive charts, valuation reports for investment summaries, gain/loss reports for mutual fund investments, and other reports like transaction details and dividend income statements.

### Does Prudent Client Desk include financial calculators?

Yes, Prudent Client Desk features various types of financial calculators to assist users with their financial planning and analysis.

### How do I access Prudent Client Desk?

To access Prudent Client Desk, you must use your registered Login ID and Password for the Client Desk platform. This ensures secure access to your investment information.

### What devices is Prudent Client Desk available on?

Prudent Client Desk is available on iPhone, iPad, and iPod devices, allowing users to track their investments on the go.

### What is the age rating for Prudent Client Desk?

Prudent Client Desk has an age rating of 17+, indicating it is intended for mature users who require access to financial reporting and investment tracking tools.

### How often is Prudent Client Desk updated?

The latest version of Prudent Client Desk is 4.7.8, and it was last updated on March 6, 2026. This suggests a commitment to regular updates and maintenance.

### What is the user sentiment for Prudent Client Desk?

Based on the available data, Prudent Client Desk has a perfect rating of 5.0 stars from 1 rating, indicating a highly positive initial user experience.

### Does Prudent Client Desk have ads?

No, Prudent Client Desk does not contain advertisements, providing an uninterrupted experience for users managing their investment reports.

## Version history (last 5 releases)

### 4.7.8 — 2026-03-06

- Performance Improvement.

### 4.7.7 — 2026-02-23

- Performance Improvement.

### 4.7.6 — 2025-12-17

We've added a unified view for all investment products including MF, Stocks, PMS/AIF, NPS, FD, Bonds, P2P, and Liquiloan. The dashboard now loads faster, with improved navigation and better portfolio insights. Bug fixes and performance enhancements included for a smoother experience.

### 4.7.5 — 2025-12-11

We've added a unified view for all investment products including MF, Stocks, PMS/AIF, NPS, FD, Bonds, P2P, and Liquiloan. The dashboard now loads faster, with improved navigation and better portfolio insights. Bug fixes and performance enhancements included for a smoother experience.

### 4.7.4 — 2025-08-04

- Performance Improvement.

## More apps by Prudent Corporate Advisory Service Limited

- [Prudent Partner Desk](https://appshunter.io/ios/app/prudent-partner-desk/id976541546)
- [FundzBazar](https://appshunter.io/ios/app/fundzbazar/id1202873854)
- [Prudent FinTools](https://appshunter.io/ios/app/prudent-fintools/id1449254292)
- [FBBroking](https://appshunter.io/ios/app/fbbroking/id1661527119)

All apps by Prudent Corporate Advisory Service Limited: https://appshunter.io/developer/976541545

## Related topics

[Prudent](https://appshunter.io/ios/topics/prudent) · [Prudentplus](https://appshunter.io/ios/topics/prudentplus) · [Prudent Plus](https://appshunter.io/ios/topics/prudent-plus)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-09.*
