BSECompany Update5d ago · 25 Jul 2026, 02:35 pm
Investor Presentation for Q1FY2027
Prudent Corporate Advisory Services Ltd · 543527
✦ AI SummaryResults
Prudent Corporate Advisory Services Ltd has released an investor presentation for Q1FY2027, highlighting un-audited standalone and consolidated financial results for the quarter ended June 30, 2026. The presentation provides an overview of the company's business, rational strategy, shareholding pattern, and results highlights. The data mentioned in the presentation is for general information purposes only and is accurate only as of the date of issuance.
Analysis Scores
Earnings Impact5/10
Growth Catalyst3/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact6/10
Market Sentiment5/10
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Prudent Corporate Advisory Services Ltd - 543527 - Announcement under Regulation 30 (LODR)-Investor Presentation
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Date: 25.07.2026
To, To,
The National Stock Exchange of India Ltd, BSE Limited,
Exchange Plaza, Phiroze Jeejeebhoy Towers,
Bandra – Kurla Complex, Dalal Street,
Bandra (E), Mumbai – 400 051 Mumbai- 400 001
NSE EQUITY SYMBOL: PRUDENT SCRIPT CODE: 543527
ISIN: INE00F201020
Dear Sir/Madam,
Sub.: Investor Presentation on Un-Audited Financial Results (Standalone &
Consolidated) for the quarter ended June 30, 2026.
Pursuant to the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015,
we are enclosing herewith a copy of Investor Presentation on Un-Audited Standalone &
Consolidated Financial Results and other highlights of the Company for the quarter ended
June 30, 2026.
The same will also be available on the website of the Company at
www.prudentcorporate.com.
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 Stated
Investor Presentation
Q1 FY2027
A DIVERSIFIED PLAY IN WEALTH MANAGEMENT
1.ABOUT 2.BUSINESS OVERVIEW 3.RATIONAL STRATEGY 4.SHAREHOLDING PATTERN 5.RESULTS HIGHLIGHT
1.ABOUT 2.BUSINESS OVERVIEW 3.RATIONAL & STRATEGY 4.SHAREHOLDING PATTERN 5.RESULTS HIGHLIGHT
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 mentioned in the data are rounded off. Prudent Corporate Advisory Services Ltd(“Prudent” or the Company) strictly denies the responsibilities
of any obligation to update the information contained in such presentations after the date of their issuance.
This presentation and the following discussion may contain “forward looking statements” by Prudent that are not historical in nature. These forward-looking statements,
which may include statements relating to future results of operations, financial condition, business prospects, plans and objectives, are based on the current beliefs,
assumptions, expectations, estimates, and projections of the management of Prudent about the business, industry and markets in which Prudent operates.
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.
Such statements are not, and should not be construed, as a representation as to future performance or achievements of Prudent.
In particular, such statements should not be regarded as a projection of future performance of Prudent. It should be noted that the actual performance or achievements of
Prudent may vary significantly from such statements.
1.ABOUT 2.BUSINESS OVERVIEW 3.RATIONAL STRATEGY 4.SHAREHOLDING PATTERN 5.RESULTS HIGHLIGHT
1.ABOUT 2.BUSINESS OVERVIEW 3.RATIONAL & STRATEGY 4.SHAREHOLDING PATTERN 5.RESULTS HIGHLIGHT 2
About Prudent Corporate
Vision
Advisory Services
To be the most preferred group in financial services catering to the masses
with the help of technology.
Founded in 2003 & headquartered in Ahmedabad, Prudent Corporate Advisory Mission
Services is one of India’s fastest-growing financial services group.
To build a strong organization based on our core values of:
→Client First →Teamwork
1,639 38,225 156 21
→Dignity & Respect for each stakeholder →Fairness
→Focused Approach →Integrity & Honesty
Employee Channel
strength partners Locations States
With a team of 1,639 employees and 38,225 trained channel partners, we are
among the top mutual fund distributors in terms of assets under management
and commission received.
Through our unique business-to-business-to-consumer (B2B2C) model and
technology-enabled investment and financial services platform, we provide
Purpose
end-to-end solutions critical for financial products distribution.
We mean to play a meaningful role in catalysing greater financial
inclusion within India, by helping all sections of society to conveniently
Working across 156 locations over 21 states with a robust digital presence, we
channelise a portion of their savings through retail financial products.
are a leading distributor of mutual funds, insurance, stockbroking, national
By doing this, we are here to create value for our investors, the Indian
pension schemes, unlisted securities, bonds, fixed deposits, portfolio
economy, and our stakeholders.
management schemes, alternative investment funds & smallcase.
1.ABOUT 2.BUSINESS OVERVIEW 3.RATIONAL STRATEGY 4.SHAREHOLDING PATTERN 5.RESULTS HIGHLIGHT
1.ABOUT 2.BUSINESS OVERVIEW 3.RATIONAL & STRATEGY 4.SHAREHOLDING PATTERN 5.RESULTS HIGHLIGHT 3
Key Management
Leadership Team
Sanjay Shah Shirish Patel Chirag Shah Chirag Kothari
Chairman & Managing Director CEO & Whole-time Director Non-Executive Director Chief Financial Officer
35 Yrs CA 26 Yrs MBA 25 Yrs CA 20 Yrs CS
experience experience experience experience
A Chartered Accountant with over two With over 26 years of experience and A CA and Fellow of the Indian Insurance A Company Secretary and Fellow Member
and a half decades of experience, he has an MBA in Finance, he leads Prudent's Institute with over 25 years of experience, of the ICSI with over 20 years of
led Prudent's transformation into one of sales function and has been he oversees Prudent's insurance experience, he leads Prudent's finance
India's largest technology-driven wealth instrumental in building one of India's distribution business while providing function and has spearheaded its IPO,
management and mutual fund distribution largest mutual fund distributor strategic guidance to the Board on mergers and acquisitions, financial
platforms, serving over 20 lakh investors networks while scaling its insurance governance, risk management, regulatory transformation initiatives and corporate
nationwide. distribution business. matters and long-term business strategy. governance framework.
1.ABOUT 2.BUSINESS OVERVIEW 3.RATIONAL STRATEGY 4.SHAREHOLDING PATTERN 5.RESULTS HIGHLIGHT
1.ABOUT 2.BUSINESS OVERVIEW 3.RATIONAL & STRATEGY 4.SHAREHOLDING PATTERN 5.RESULTS HIGHLIGHT 4
Key Management
Board Members
Karan Kailash Datta Shilpi Thapar Aniket Talati
Independent Director Independent Director Independent Director
25 Yrs BCOM 20 Yrs CS 18 Yrs CA
experience experience experience
An asset management professional with 25 years of A governance and compliance professional with over 20 A senior partner at Talati and Talati LLP Chartered
experience, he has held leadership roles at Goldman years of experience, she brings deep expertise in Accountants, he brings extensive expertise in taxation,
Sachs, Franklin Templeton and Axis Mutual Fund. He corporate governance, regulatory compliance and board auditing and financial oversight. He served as
has served as an Independent Director on Prudent's oversight. She has served as an Independent Director President of the Institute of Chartered Accountants of
Board since October 2020, bringing deep investment on Prudent's Board since June 2021, providing strategic India during 2023–24 and has been an Independent
expertise and strategic insight. guidance on governance matters. Director on Prudent's Board since June 2021.
1.ABOUT 2.BUSINESS OVERVIEW 3.RATIONAL STRATEGY 4.SHAREHOLDING PATTERN 5.RESULTS HIGHLIGHT
1.ABOUT 2.BUSINESS OVERVIEW 3.RATIONAL & STRATEGY 4.SHAREHOLDING PATTERN 5.RESULTS HIGHLIGHT 5
Our Journey So Far
First Next
₹100 bn ₹1300 bn
in 16 years in ~10 years
2022 - 2026
Ecosystem Growth
• AUM – Crossed ₹ 1400 bn
2017 - 2021
Expansion Into Other • Listed on BSE & NSE
Financial Products
• Launched Smallcase, Insurance &
Bank Fixed Deposit on Fundzbazar.
2007 - 2016 • AUM - ₹ 300 bn
• Launched MTF in FB Broking
Partnership &
• 2017 – Launched NPS on Fundzbazar
Penetration • Launched Paperless Loan Against
2000 - 2006 • 2018 – Launched Po
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