Pru Tracker (For Investors)
Tracking your portfolio was never this simple. Pru Tracker is a web-based tool that allows you to manage and track investments at their convenience, anytime, anywhere.
Pru Tracker Features: - Track Portfolio - Self / family folios
- Account Statment - View/Download in 24/7
- Analyze Scheme Performance
- Set a Trigger
- Contact Relationship Manager
- Make Transactions {Buy(Lumpsum, SIP)/Redeem/Switch/STP/SWP/DTP}
- View Transaction History
- Manage Your Account Online {Add more folios, Change personal details}
- Track Transaction / Pending Transaction
- Manage online SIP transactions
Pru Partner (For Distributors)
Pru Partner is an engagement tool that endeavours to partner distributors through knowledge sharing and provides a platform to monitor their business and track their client’s transactions effectively.
Pru Partner Features: - Get an overview of their AUM
- Get investments details for their clients
- Download marketing material
- Use financial planning calculators
- Download sales presentations