Our Practice

3PCBT - The Core of Prokens Opesmetrics Practice Framework

At the core of our practice lies the 3PCBT framework to ensure an
excellent customer experience and transparent operations.

Professionally qualified promoters (CFP^CM, CA) and supported by a team of well-qualified and experienced team members.
Promoters with decades of experience in the areas of personal finance, insurance, and risk management, taxation, corporate finance.
Ability to provide a solution to complex problems involving multi-generational investing, cash flow management, and legacy transfer.
Committed to bringing about a qualitative change in the way personal finance intermediation and products distribution are conducted.
Highly dedicated, well-educated, and well-trained team members.
Continuous learning and upgrading the knowledge and skills is a culture at Prokens.

Strict adherence to the Unified Due Diligence process of mutual fund distribution.
High levels of transparency and integrity.
Prompt disclosures of commissions and benefits paid or payable by our principals.
Distributing low commission-yielding, thereby lower costing schemes and products (ETFs, Index Funds, Overnight and Liquid Funds).
Not accepting any sales campaigns, which may lead to misplaced priorities.
Effective adoption of a Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), and Systematic Withdrawal Plan (SWP) to manage the Investment Lifecycle to match Investors’ Life Cycle.

We have been recognised as large distributors of mutual funds in India based on the Average Asset Under Management criterion since 2018.
Our team manages over 200 Crore Rupees of Assets under financial market-linked categories such as mutual funds, ETFs, PMS, and Bonds.
Prokens Opesmetrics has many clients who have availed of the services to have quality health and life insurance plans.
Our business volumes provide our clients access top-quality professionals, timely inputs, and system support.
In nearly 16 years of our practice, Prokens Opesmetrics has nurtured hundreds of satisfied rupee millionaires and Crorepatis. The numbers are only increasing due to our prudent product distribution skills and the power of compounding.

Digital platform to conduct transactions with ease.
Exclusive Prokens Mobile App puts the power of technology in your palm.
Automated monthly, quarterly, and annual reporting system.
Digital record-keeping helps secure data confidentiality and easy access.
Automated internal processes to control the quality of the existing portfolio, rebalancing and asset allocation, and new recommendations.