Prudent Corporate Advisory Services Limited has unveiled Edge+, an AI-driven business management platform designed to assist mutual fund distributors (MFDs) in enhancing client servicing, boosting productivity, and fostering business growth.
This platform consolidates features such as goal-based planning, business analytics, marketing automation, and research tools into a singular interface, according to the Ahmedabad-based retail wealth management and fintech firm, which ranks among the top mutual fund distributors in India by assets under management and commissions. Distributors can craft asset allocation strategies tailored to equity, debt, and hybrid instruments based on clients’ risk profiles and investment timelines, alongside receiving curated scheme recommendations and facilitating transactions from the same platform.
Edge+ also empowers distributors to pinpoint growth opportunities within their existing client portfolios through age-wise and AUM segmentation, monitoring SIP trends, and gaining visibility into external assets, thus enabling more targeted client engagement. Integrated communication tools provide partners with ready-made messaging to reach clients effectively.
Furthermore, the platform allows distributors to extend their services beyond mutual funds to include insurance, broking, PMS/AIFs, fixed deposits, bonds, and NPS, promoting cross-selling and enhanced client interactions. Edge+ is presently available in beta to the company’s distribution partners.
Published on May 4, 2026.
