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Existing Users of Perfios Advisor Click here
For small/medium size IFA's to manage HNI / Top Clients:
How it helps you: |
How it helps your clients: |
| Easy client account creation | Gets to see the updated portfolio, anytime |
| Direct link of all client accounts to it's respective Institutions | Predefined Alerts keeps your clients informed at all times (email and sms) |
| Upload all types of e-statements | Generate any type of report anytime, Store important documents |
| Create and save multiple types of Portfolio reports | Dashboard gives a complete picture of client's portfolio in a single screen |
| Automatic Alerts and reminders for your clients. | Any account (Bank/ Mutual Fund/ Equity) can be shared with a Tax consultant. |
| Advisor View: image |
Client View: image |
Price:
Basic Pack with Perfios Advisor + 5 Platinum + 10 Free accounts!
At a price of Rs. 5000/ year [more than 33% discount]
To know more please fill up the form above. About Platinum/ Gold/ Free plans - know more. All prices are in INR and would attract a Service Tax of 10.3%. Price List for additional accounts will be shared when requested for. Perfios Advisor Application is offered FREE OF COST with the Basic Pack. Payment can be made either by cheque/ DD or via bank transfer. If you would like to partner or advertise with us, click here. To download Perfios Advisor brochure click here. Download a Perfios brochure here [1.5MB pdf file].
