Prudeno Wealth Advisors

iOS app by Prudeno Wealth Advisors Private Limited. Finance · Prudeno Wealth Advisors Private Limited

Store rating
0 / 5
Store rating count
0
Download price
Free to download
In-app purchases
Unknown
Version
1.0.13
Listing last refreshed
2026-09-16

View the original store listing

Store description excerpt

Prudeno Wealth Advisors puts your entire financial life in one secure place. Built for clients of Prudeno, the app connects you directly with your advisor and gives you a clear, real-time view of your investments, goals, and financial plan. MANAGE YOUR PORTFOLIO See all your investments in one dashboard. Track your net worth, monitor performance, and understand exactly where your money is working for you — updated whenever you open the app. INVEST IN MUTUAL FUNDS Browse, invest, and manage mutual fund holdings right from your phone. Set up systematic investments and keep your portfolio aligned with your plan. FOLLOW YOUR FINANCIAL PLAN Access the personalised financial plan created with your advisor. Set goals, track your progress toward them, and see how today's decisions shape your future. CONNECT YOUR ACCOUNTS SECURELY Use India's Account Aggregator framework to securely share financial data with explicit, consent-based permissions. You stay in control of what you share and when. STAY IN TOUCH WITH YOUR ADVISOR Message your advisor, review their recommendations, and take suggested actions — no phone tag, no email threads. Your advisory relationship, in your pocket. KEEP YOUR DOCUMENTS SAFE Store and access important financial documents in a secure vault, ready whenever you need them. BUILT FOR TRUST Your data is protected with bank-grade security. Prudeno is a SEBI-registered investment advisor, and the app includes the Investor Charter and full transparency on your advisory relationship. Whether you're just getting started or actively growing your wealth, Prudeno Wealth Advisors keeps you informed, organised, and connected to the guidance you need. Download now and take control of your financial future.

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