Prudent Corporate Advisory Services Limited, a fintech platform for mutual fund distributors (MFDs), announced the launch of its AI-powered business management tool built to help partners plan smarter, service clients better, market faster and grow their business with precision. Edge+ is the Intelligence Quotient (IQ), the support system which will make every partner faster, sharper, and ready for what comes next. Edge+ is built around two outcomes that matter most to a partner: growing business and saving time.

The platform brings together its core capabilities under one intelligent interface. Distributors can now deliver goal-based solutions to clients in minutes. By inputting a client's risk profile and investment horizon, the AI instantly generates an optimal asset allocation across equity, debt, and hybrid instruments along with curated scheme recommendations.

Partners can send a ready-made email communication and initiate transactions all from the same AI-powered screen. Distributors can now spot and act on every growth opportunity sitting within their existing book. Age-wise and AUM-wise segmentation can help distributors pitch appropriate products to clients.

Reach out to clients with large MF AUM but no broking account, no or low SIPs, INR 5 million+ stock portfolios yet to explore PMS, lapsed SIPs or a declining net sales trend. External AUM data adds a complete view for sharper, more informed conversations. Ready-made client communications are built in, making it effortless to reach the right client with the right message at the right time.

Edge+ built-in marketing module enables distributors to run SIP and lumpsum campaigns, drive event-based outreach, and send bulk emails to existing and prospective client, all powered by the platform's AI engine. Edge+ Research module puts every critical fund parameter at a distributor's fingertips. P/E, P/B, Beta, Sharpe Ratio, Jensen's Alpha, market cap distribution, sector exposure, rolling returns and more.

Distributors can instantly share a FundzCard, a client-ready fund summary, via email or WhatsApp. 1. Goal Planning 2. Business Edge 3. Marketing Engine 4. Research LAUNCHES LAUNCHES Edge+ allows distributors to present themselves as multi-product distributors, offering health insurance, life insurance, broking, PMS/AIF, fixed deposits, bonds, loan against mutual funds and NPS, wherever they are qualified to do so. Across every module, distributors can share ready-made product PDFs curated by Prudent.

Edge+ AI platform is now live in beta version and available to all mutual fund distribution partners. 5. Beyond Mutual Funds.