| Features |
FREE Forever |
Gold |
Platinum |
|
 |
 |
 |
| Complete view of all account types |
 |
 |
 |
| Number of accounts |
unlimited* |
unlimited* |
unlimited* |
| Auto Update |
5 |
unlimited* |
unlimited* |
| Email Alerts and Reminders |
|
|
|
| SMS Alerts and Reminders |
 |
30 SMS/month |
unlimited* |
| Reports - Graphs & Charts |
|
|
|
| Reports - Table / PDF / Excel / HTML |
|
|
|
| SmartUpdate Tool (Windows only) |
|
|
|
| Perfios Mobile |
|
|
|
| Export Data |
|
|
|
| Income Tax Wizard |
|
|
|
| No Ads |
|
|
|
|
Statement Upload &
Email Forwarding
|
2/month
(Uploads only)
|
10/month
(Uploads + Email Forwards combined)
|
unlimited* |
| Document Storage |
|
10/month |
unlimited* |
| Share Accounts |
1 |
20 |
unlimited* |
| Automatic handling of Equity Bonus, Split, Dividend etc |
|
 |
|
| Password Backup |
|
|
|
| Customer support |
Standard** |
Gold# |
Platinum*** |
| Subscription Fees |
FREE
|
Rs. 499 / year
|
Rs. 1499 / year
|
|
| You agree to use the product only for your personal use. In case you are planning to use the solution for commercial purposes (for example, if you are a Wealth Manager using the solution for your clients), you can contact Perfios at
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
for pricing options. |
|
| * subject to fair use policy |
| ** subject to Standard SLA (for more details read our T&C) |
| # subject to Gold SLA (for more details read our T&C) |
| *** subject to Platinum SLA (for more details read our T&C) |
|
| Prices mentioned above are in INR and exclusive of Service Tax. |
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