Overview

What is Perfios?

Perfios (PERsonal FInance One Stop) is a web based Personal Finance application that provides a complete view of your financial status at anytime, anywhere. It is also first of its kind in India.

Be it Bank accounts, Credit Cards, Mutual Fund investments, Equity accounts, Insurance policies, Loans, Fixed Deposits etc. anything that revolves around your finance can be tracked at Perfios.

Yes, no more logging in to multiple accounts, either link your financial accounts with Perfios or simply forward/ upload all your account statements to Perfios. Yes, It's that easy.

You can even compute your Income Tax, file your Income Tax, store financial documents, see your shopping, dining and other spending patterns and do much much more!

And the best part - The base version comes absolutely FREE to you.

 

signup free

Who we are?

The members of the Perfios think-tank have had long, successful stints at organizations leveraging the best-of-the-breed technologies to build intuitive, secure software applications for the Banking and Financial Services (BFS) sector.

The founding team members have served as C-level executives in several multinational organizations and have been instrumental in setting up and managing global delivery teams. The members have also successfully transformed several start-up software companies into large, profit-making enterprises.

 

Management | Advisors


Interested in working WITH us?

Good, we are hiring. Visit our Career page for more details.

 

Perfios News

Oct 19 2011
Perfios Launches Cloud Based Application for Independent Financial Advisors

‘Perfios Advisor’ to enable Independent Financial Advisors manage their client portfolio. Per...Read more

Sep 19 2011
One stop shop: Track your money online

Personal finance solutions websites are increasingly becoming popular by helping users cut on the...Read more

Sep 14 2011
200,000 Indians manage their money on Perfios

Perfios doubles its user base in just 7 months, •    Comprehensive features, ease-of-use and...Read more

Whats new

New TRAI Regulations

Important Notice regarding new TRAI Regulations for SMSes and how it impacts you: If you have ... Read more

Value Added Services

Perfios introduces Value Added Services for you: Now you can contact any of our trusted Third ... Read more

New Dashboard

Login to your Perfios account to experience the new Dashboard. Here are a few ... Read more