
For any non-product related queries, please write to info@perfios.com.
For any non-product related queries, please write to info@perfios.com.
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.
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.
For the first 30 days of your FREE signup,
You get to explore all the premium features, as a GOLD user!
Features | FREE Forever | Gold | Platinum |
---|---|---|---|
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Complete View of all Account Types |
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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
|
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Reports – PDF / Excel / HTML
|
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SMS Alerts
|
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Export Data
|
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Password Backup
|
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Email Alerts and Reminders
|
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Reports – Table, Graphs & Charts
|
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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.