Consumer Personal Finance Management

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PERSONAL FINANCE MANAGER

The easiest way to track your money in real time.

Perfios (Personal Finance One Stop) is an online finance manager providing you an automated 360-degree view of your finances anytime, anywhere. With Perfios, you can track anything that revolves around money, from your bank accounts, to credit cards, mutual funds, investments, shares, insurance policies, loans, fixed deposits, and more.

Easiest way to track your money on the go!

SALIENT FEATURES

Automatic

one-view

Secure

Statement Upload

Real-time Reports with Insights

On-the-Go

Auto Update

Alerts

Secure Storage

Event Calendar

Auto Categorize

Perfios has the capability to automate the fetch of your financial data from various sources without any manual effort and provides you with a consolidated overview of your transactions and assets.

Features

360-degree view of your personal finance by consolidating all account types automatically – banks, credit cards, mutual funds, equity, insurance, loan, PPF, bonds, post office and other small savings instruments, real estate, gold, etc.
Recognition of 1000+ e-statement types with easy upload of various statements to populate data without any manual effort
Highest level of security for you, as ensured by VeriSign, TrustGuard and Paladion – the best names in the Data Security business
Access to all information and actions using your Mobile Phone or PC.
Provides time-saving techniques to make personal finance management a simple activity
Provides a Secure Document Storage to store all relevant financial documents
Automated reminders and alerts to notify you of important payments, maturity dates, etc.
Email forward of important uploaded documents, minimizing cumbersome and time-consuming data entry
Automatic consolidation of account information
Auto-categorization of various transactions to perform multiple data analytics on the consolidated data
Comprehensive Reporting Framework enables you to take quick corrective actions

PRICING

For the first 30 days of your FREE signup,
You get to explore all the premium features, as a GOLD user!

Frequently Asked Questions

Features	FREE Forever	Gold	Platinum

Complete View of all Account Types
No. of Accounts	Unlimited*	Unlimited*	Unlimited*
No. of Auto Update Accounts	15	Unlimited*	Unlimited*
Statement Upload & Email Forwarding	4/month (only upload)	10/month	Unlimited*
Document Storage	2/month	10/month	Unlimited*
Automatic handling: Equity Bonus, Split, Dividend etc
Reports – PDF / Excel / HTML
SMS Alerts
Export Data
Password Backup
Email Alerts and Reminders
Reports – Table, Graphs & Charts
Subscription Fees	FREE	Rs. 499 / year	Rs. 1499 / year

You agree to use the product only for your personal use. For any use of the solution for commercial purposes as a wealth manager, please contact us at support@perfios.com for pricing options.

To know more about the institutions we support for automatic updates, click here.
For a list of supported e-statements click here.