Hear from our partner as they share how Prudent EDGE+ is helping MFDs harness the power of AI to work smarter, manage portfolios more efficiently, and save valuable time. By automating everyday tasks, EDGE+ enables advisors to focus on what truly matters, building stronger client relationships and growing their business. Because while AI accelerates your work, trust and human advice remain your greatest advantage.

[AI Revolution, Mutual Fund Industry, Fintech India, AI in Finance, MFD, Financial Services, Prudent EDGE+, Prudent Partner, Prudent MFDs]

Now searching for business and client information would not feel like searching for a needle in a haystack.

Now analysing business and client data would no longer feel complicated and time-consuming.

Meet Prudent Edge+, an AI-powered platform that transforms the way MFDs run their business.

Prudent Edge+ combines Business Intelligence, Goal Planning, Fund Research, Client Report Generation, Marketing Support, and Operational Tools in one conversational interface where finding information and getting analysis is just few prompts away!

Whether it's getting client's portfolio summary, reviewing recent investments, evaluating asset allocation, researching funds, tracking key business parameters like active SIPs and the like, analysing trends that drive business growth and much more, Prudent Edge+ instantly provides both the data and the analysis needed for better decision-making – all at one place with simple Prompts.

No more searching for the data scattered over reports, dashboards, spreadsheets and multiple systems.
Just Prompt to search the data and to get the analysis instantly.

Engage. Discover. Grow. Execute.
Prudent Edge+ - The EDGE your business deserves.

Explore Prudent Edge+, today!
https://www.prudentcorporate.com/ExploreEdgePlus

[Fintech Innovation, Wealth Management, Client Engagement, MFD Growth, MFD Business Ka Edge, Ai in Finance, AI-Powered Platform, Be Prudent Choose Prudent, Prudent Edge+]

Amit Choudhary has built his MFD business with a simple philosophy: put the client first. Today, he manages around ₹35 crore in AUM and has set a goal of reaching ₹100 crore in the next three years.

In this conversation, Amit shares the approach behind his business, from understanding client goals and reviewing portfolios every quarter to maintaining the right asset allocation.

He also explains why financial planning goes beyond mutual funds and shares how his experiences with clients led him to focus on a wider range of financial products, including health insurance.

Amit highlights how Prudent's Partner Desk helps him manage multiple transactions, generate family-level reports and fetch investments held outside the platform through Portfolio Fetch.

He also shares his advice for those looking to enter the MFD industry: build knowledge across products and always put the client's benefit ahead of your own.

Watch Amit Choudhary's journey and discover how Prudent can support you in building and growing your MFD business.

Become a Prudent Partner and start your own journey: https://bit.ly/4yPyBoW

#PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness

This award is a testament to the power of putting clients first, staying consistent, and remaining committed to excellence. Congratulations to Rupal Rushin Sheth on this remarkable achievement. As shared by Rupal, long-term success comes from understanding client needs, building lasting relationships, and consistently delivering value. Wishing you many more milestones and continued success ahead.

[PLC2026, Milestone Achieved, Success Story, Growth Journey, Dream Achieved, Prudent Corporate]

Prachiti Phatak from Pune is a CFA and MS in Finance who began her career as an equity research analyst and later became an MBA professor, teaching students about finance.

After eight years of marriage and with two young children, she decided to join her father’s mutual fund distribution business. At the time, the business had an AUM of ₹5 crore and 100 clients.

Today, it has grown to ₹45 crore AUM, a ₹35 lakh SIP book and 400 clients.

In this conversation, Prachiti shares her journey of building a successful MFD business while balancing the many roles in her life as a mother, homemaker, finance professional and entrepreneur.

She talks about why investor education is at the heart of her business, how she understands client requirements before recommending products and the importance of helping investors understand risk, returns and the purpose of different products.

She also shares how the business has given her the flexibility to manage her family, pursue her hobbies and build meaningful relationships with clients.

Become a Prudent Partner and start your own journey: https://bit.ly/4yPyBoW

#PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness