PRUDENTNSEQ4 FY202March 31, 2026

Prudent Corporate Advisory Services Limited

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Key numbers — 40 extracted
rs,
andra (E), Mumbai – 400 051 NSE EQUITY SYMBOL: PRUDENT To, BSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400 001 SCRIPT CODE: 543527 ISIN: INE00F201020 Sub.: Consolidated) for
₹100
ed as a president of ICAI. A diversified play in wealth management 5 Our Journey so far First ₹100 bn in 16 years Next ₹1100 bn in around 10 years ▪ 2000 – Started offering Financial services as “
₹1100
I. A diversified play in wealth management 5 Our Journey so far First ₹100 bn in 16 years Next ₹1100 bn in around 10 years ▪ 2000 – Started offering Financial services as “Prudent Fund Manager” ▪
₹ 100
Financial services as “Prudent Fund Manager” ▪ 2003 – Incorporation and obtained ARN ▪ AUM – ₹ 100 bn ▪ 2006 – Launched partner network ▪ 2010 – Launched Property Advisory ▪ 2016 – Obtained SE
₹ 200
Launched Property Advisory ▪ 2016 – Obtained SEBI RIA License and launched Fundzbazar ▪ AUM - ₹ 200 bn ▪ 2017 – Launched NPS on Fundzbazar ▪ 2018 – Launched Policyworld ▪ 2018 – Launched Fundzbot
₹ 300
– Launched NPS on Fundzbazar ▪ 2018 – Launched Policyworld ▪ 2018 – Launched Fundzbot ▪ AUM – ₹ 300 bn ▪ 2019 – Launched Prudent Private Wealth ▪ 2019 – Launched Fixed Income Investments on Fund
₹ 1000
Broking on Fundzbazar ▪ 2021 – Acquired MF Assets of Karvy Stock Broking Limited ▪ AUM – Crossed ₹ 1000 bn ▪ Listed on BSE & NSE ▪ Launched Smallcase, Insurance & Bank Fixed Deposit on Fundzbazar.
35 %
ationor size thus providingtheirMFDs/Clientswitha large spectrumto choosefrom. AUM Growth CAGR of 35 % FY 21-2 6 Total AUM Equity to Total AUM 92.6% 93.5% 96.2% 96.7% In₹ Crs 96.8% It provides i
92.6%
a large spectrumto choosefrom. AUM Growth CAGR of 35 % FY 21-2 6 Total AUM Equity to Total AUM 92.6% 93.5% 96.2% 96.7% In₹ Crs 96.8% It provides its MFDs/Clients with an array of analytical tools
93.5%
spectrumto choosefrom. AUM Growth CAGR of 35 % FY 21-2 6 Total AUM Equity to Total AUM 92.6% 93.5% 96.2% 96.7% In₹ Crs 96.8% It provides its MFDs/Clients with an array of analytical tools to en
96.2%
rumto choosefrom. AUM Growth CAGR of 35 % FY 21-2 6 Total AUM Equity to Total AUM 92.6% 93.5% 96.2% 96.7% In₹ Crs 96.8% It provides its MFDs/Clients with an array of analytical tools to enable th
96.7%
hoosefrom. AUM Growth CAGR of 35 % FY 21-2 6 Total AUM Equity to Total AUM 92.6% 93.5% 96.2% 96.7% In₹ Crs 96.8% It provides its MFDs/Clients with an array of analytical tools to enable them to m
Guidance — 19 items
Sub.
opening
In particular, such statements should not be regarded as a projection of future performance of Prudent.
Sub.
opening
AUM Growth CAGR of 35 % FY 21-2 6 Total AUM Equity to Total AUM 92.6% 93.5% 96.2% 96.7% In₹ Crs 96.8% It provides its MFDs/Clients with an array of analytical tools to enable them to make informed investment decisions.
AUM per MFD
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As on 31st March 2026 A diversified play in wealth management 9 Other Financial Products Insurance Leads the pack - Insurance Distribution Revenue growth CAGR of 34% FY22 -26 ₹ in crore Gennext- a wholly owned subsidiary is registered as an insurance broker for life and general insurance with IRDAI.
Other Financial Products
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166.2 25.6 29.8 110.8 190.8 31.8 30.3 128.7 212.4 33.4 27.0 152.0 108.6 15.0 22.6 70.4 7.0 66.6 23.5 36.1 FY22 FY23 FY24 FY25 FY26
Average premium per policy
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₹ 37,998 A diversified play in wealth management 10 For FY26
Diversification
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“Creating a Second Pillar of Growth” FY20 FY20 FY25 FY26 Increasing share of Insurance products from 7.2% in FY20 to 11.5% in FY26 2.0% 2.7% 11.5% 8.2% 1.0% 7.2% MF Products Insurance Products Stock Broking & Allied Services Others 83.5% MF Products Insurance Products Stock Broking & Allied Services Others 83.7%
Diversification has led to
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0.8 FY14 8 FY24 FY25 FY47 E Mutual Fund AUM (in trillion) 2,791 74 Mar-14 Mar 26 Mar-25 Mar-47 E A diversified play in wealth management 14 Industry on an Upturn...
Diversification has led to
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of Investor ( In Millions) ~125% ~112% 71 263 ~5% 1980 2023 2025 2047 E ~20% 6,4% CAGR 4.6 1980 7.5% CAGR 54 2024 2025 2047 E USA INDIA USA INDIA Source: The Mutual Fund Route to Viksit Bharat @2047 - AMFI A diversified play in wealth management 16
Individual Equity AUM
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Source : AMFI Peers commission income compared to Prudent (Value rebased to 100) in FY15 470 440 430 370 360 230 210 140 110 100 in FY25 100 70 250 40 50 60 20 20 10 140 Peers AUM compared to Prudent (Value rebased to 100) in FY15 630 500 390 380 370 310 260 260 220 120 in FY25 160 60 70 230 30 90 80 30 230 20 A diversified play in wealth management 27 Consistent Growth Through All Market Phases How Prudent Stays Ahead ?
Individual Equity AUM
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Source : Internal Data A diversified play in wealth management 28 Factors Behind AUM Growth SIPs Providing Stability to Net Flows Gross Equity Flows through SIPs is providing stability to net sales with the same growing at a CAGR of 33% FY21-26 & now almost every second rupee of flows comes from SIPs.
Risks & concerns — 2 flagged
These statements are not guarantees of future performance, and are subject to known and unknown risks, uncertainties, and other factors, some of which are beyond Prudent’s control and difficult to predict, that could cause actual results, performance or achievements to differ materially from those in the forward- looking statements.
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Partner inputs the goal amount & risk profile.
Individual Equity AUM
Speaking time
Premium
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No. of policies
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Individual Equity AUM
2
Sub.
1
AUM
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No. of Investors
1
No. of MFDs
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Monthly MF SIP Flow
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AUM per Investor
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AUM per MFD
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Opening remarks
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Consolidated) for the quarter and year ended March 31, 2026. Investor Presentation on Audited Financial Results (Standalone & Dear Sir/Madam, Pursuant to SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of Investor Presentation on Audited Standalone & Consolidated Financial Results and other highlights of the Company for the quarter and year ended March 31, 2026. The same will also be available on www.prudentcorporate.com. the website of the Company at Please take the same into your records. Thanking you, Yours Faithfully, For, Prudent Corporate Advisory Services Limited Kunal Chauhan Company Secretary Membership No: FCS- 13492 Encl.: As above A diversifiedplay in wealthmanagement Investor Presentation Q4 FY202 6 DISCLAIMER The data mentioned in the presentation provided for general information purpose only. The information contained in the presentation is accurate only as of the date it was originally issued. The figures mentio
AUM per MFD
₹3 .23 Cr. As on 31st March 2026 A diversified play in wealth management 9 Other Financial Products Insurance Leads the pack - Insurance Distribution Revenue growth CAGR of 34% FY22 -26 ₹ in crore Gennext- a wholly owned subsidiary is registered as an insurance broker for life and general insurance with IRDAI. It distributes insurance products offered by various life and general insurance companies in India. Other Financial Products Stock Broking & Allied Services Insurance Prudent corporate has now become licensed corporate agent. Within life insurance, we focus on retail products like term insurance & traditional products like par, non-par & annuity plans. Retail Health insurance is the primary focus within general insurance. Other Financial Products
Stock Broking
Company’s brokerage business primarily consists of stock broking and allied services that they offer to retail customers for trading in equities, equity derivatives & currency.
Other Financial Products
Company offers a wide range of other financial products such as PMS, AIF, Bonds, Corporate and Bank Fixed Deposits, Smallcase, NPS, Unlisted Securities & LAS. 166.2 25.6 29.8 110.8 190.8 31.8 30.3 128.7 212.4 33.4 27.0 152.0 108.6 15.0 22.6 70.4 7.0 66.6 23.5 36.1 FY22 FY23 FY24 FY25 FY26
Diversification
“Creating a Second Pillar of Growth” FY20 FY20 FY25 FY26 Increasing share of Insurance products from 7.2% in FY20 to 11.5% in FY26 2.0% 2.7% 11.5% 8.2% 1.0% 7.2% MF Products Insurance Products Stock Broking & Allied Services Others 83.5% MF Products Insurance Products Stock Broking & Allied Services Others 83.7%
Diversification has led to
1. 2. 3. De-risking portfolio concentration from one product offering to multiple product offering Creating multiple pillars of growth which would lead to next growth chapter Cross Offerings help in maximising margin profile A diversified play in wealth management 11 Investor Presentation Q4 FY2026 Rationale & Strategy A diversified play in wealth management 12 z A growing & underpenetrated MF industry Two decades of experience in retail wealth management Geographical penetration Technology Embedded Approach SIP’s keeps the AUM growth robust Delivering Sustained Performance A complete ecosystem of Financial Products makes “PRUDENT corporate” a prudent choice for MFDs & Client’s A Strong Platform Unique B2B2C business model bridging the gap between AMCs, MFDs and retail customers z A growing & underpenetrated MF industry z 25 years of experience in retail wealth management + + A complete Eco System z = A sustainable roadmap Long Lasting relationship with MFD’s z z z Geographical penetra
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