The Company was incorporated on June 4 2003 as ‘Prudent Corporate Advisory Services Limited’ a public limited company under the Companies Act 1956 pursuant to a certificate of incorporation issued by the RoC. The Company commenced its operations pursuant to a certificate for commencement of business dated June 20 2003 issued by the RoC.Major events and milestones of the Company :2000- Started offering financial services in the name ‘Prudent Fund Manager’2003- Incorporation of the Company- Obtained ARN to provide Mutual Fund Distribution services2006- Launched Partner Network2010- Launched Property Advisory /Distribution services2016- Obtained SEBI RIA license to provide Investment Advisory services- Obtained the PFRDA Point of Presence license for NPS Distribution- Launched Fundzbazar platform (www.fundzbazar.com)2017- Launched NPS on Fundzbazar- Obtained RERA Real Estate Agent License in Gujarat- Obtained RERA Real Estate Agent License in Maharashtra- Launched Online paperless empanelment for Mutual Fund Distributors- Crossed an AUM of Rs. 100000 million2018- Launched Fundzbot on Fundzbazar2019- Launched Prudent Private Wealth- Launched fixed income investment options (bond investing) on Fundzbazar- Crossed an AUM of Rs. 200000 million2020- Launched Creditbasket (www.creditbasket.com)- Obtained registration from SEBI to act as a stock broker under the SEBI Stock Brokers Regulations2021- Launched stock broking on Fundzbazar- Launched LakshMe - A CSR intiative (www.lakshme.com)- Obtained RERA Real Estate Agent License in Karnataka- Crossed an AUM of Rs. 300000 millionKey Awards Accreditations and Recognition :2009- Award for the Best Performing Regional Financial Advisor – (West) by UTI Mutual Fund and CNBC-TV18 at the Financial Advisor Awards 08-092010- Award for the Best Performing Regional Financial Advisor (West) by UTI Mutual Fund and CNBCTV18 at the Financial Advisor Awards 20102012- Award for the Best Performing Regional Financial Advisor (West) by UTI Mutual Fund and CNBCTV18 at the Financial Advisor Awards 20122013 - Award for the Best Performing Regional Financial Advisor – (West) by UTI Mutual Fund and CNBC-TV18 at the Financial Advisor Awards 2012-132014- Award for the Best Performing Regional Financial Advisor – (West) by UTI Mutual Fund and CNBC-TV18 at the Financial Advisor Awards 2013-142020- You & I Excellence Award 2020 for Highest Overall AUM National Distributor by Kotak Mutual Fund
| Name | Position |
|---|---|
| Mr. Sanjay Shah | Chairman & Managing Director |
| Mr. Shirish Patel | WholeTime Director & CEO |
| Mr. Chirag Shah | Non Executive Director |
| Mr. Karan Kailash Datta | Independent Director |
| Ms. Shilpi Thapar | Independent Director |