Perfios is the easiest way to track your money. Automatically!
2. What Perfios is NOT?
Its not an Equity trading platform, Mutual Fund buying / selling site, Bill payment site.
3. What can I do with Perfios?
You can track your Money / Investments / Insurance policies etc - all in 1 Perfios account.
4. Is it secure?
Yes. Perfios runs on a very secure platform. Has been certified from TRUST-GUARD, VeriSign and PALADION.
5. How do I track my money?
Perfios give you 4 options to manage your money effortlessly:
Upload E-Statements which you receive via email from banks - e.g.
- Bank statements, Credit Card statements, Contract Notes, CAMS statements.
Link it automatically to your actual Bank / Credit Card / Mutual Fund / Equity / Insurance - online accounts.
If you already have an excel file, upload it.
You can manually type your data.
User Reviews
With Perfios managing my vast spread portfolio was made easy and it helped me get rid of unwanted elements in my Investment assets. My Spending has tremendously improved in good wa...MORE
Prabeesh Raman Services Specialist, IBM
I am not a finance guy, nor one who enjoys finance - i prefer to leave that to my financial consultant. However I started using Perfios about a year ago and since then my personal ...MORE
Anish Joseph, Consulting Architect Vigyan Labs
Perfios is perhaps the best tool for a family's personal finance needs. It is user friendly, support is fast and above all, new features are launched regularly. Perfios team is ope...MORE
Amit Maheshwari, Senior Project Manager Pitney Bowes Software
Perfios has been a very handy tool to manage my personal finance matters. Auto updates saves lot of time to focus on other dimensions. The improvements over the last year are all i...MORE
Ramesh Aswath, Operations Manager Hewlett Packard
I was always worried about being up-to-date about my finances as there were lot of things happening in my life involving my finances, a couple of important loans, investments in MF...MORE
Shantanu Sharma, Manager Sales PwC
I'm using Perfios now for a long time. It was much awaited application for me as I keep record of all my finance with software like MS Money which was very tedious job to enter all...MORE
Jignesh Modi, Quality Control Analyst Petrorabigh Ltd.
I have been using Perfios for quite a long time to keep track of all my portfolios and it is amazing to have such a program free. Any other programs are even not nearer to Perfios ...MORE
Niranjan Brahma, Company Secretary Techno Electric & Engineering Co. Ltd.
Perfios has been my dream come true for personal finance tracking. Earlier I had spent time and effort on spread sheets, accounting softwares and even my own scripts to extract dat...MORE
Srikar B S Software Engineer, Cisco Systems (India) Pvt Ltd.
I considered myself a relatively well informed person before I began the Perfios but I understand a lot about my asset & liability, and especially benefited from the overall perspe...MORE
Prabhat Jha, Relationship Head DLF Pramerica Life Insurance Co. Ltd.
I have been using Perfios for the past one-and-half year and from a personal investment perspective, I have found the site to be extremely useful. I regularly use the Mutual Funds ...MORE
Ronak Sutaria Sr Technical Architect , MindTree Ltd.
I have been using Perfios for over 8 months now and i find it an extremely user friendly tool. Being a finance professional , I have been using excel for keeping track of my person...MORE
Vinit Nair, AVP- Finance Cadbury India Ltd
Perfios is the best financial tool. I just need to login to one site and I get to see all my assets and liabilities in one place (with single click), getting updates of all Account...MORE
S.Sridhar Reddy, Sales Engineer Buchi India
Simply.. I am addicted to PERFIOS, I have spends several weekends in exploring the features and benefits. I updated, consolidated and reconciled my financial records for last eight...MORE
Devendra, Vice President IDEA Cellular Limited
I have been using Perfios for managing my investments and liabilities for nearly a year. I find the features are user friendly, tracking easier and alerts are very useful. The feat...MORE
K Srinivasan, Director Sahana Consultancy
Perfios!! What do I say about a financial product which has no match! Excellent tool to manage and view all your finances .Before you can think and suggest your needs The Perfios ...MORE
Perfios is one stop solution to manage all personal finance at one place at click of a button. It has made my life easy as now I don't need to switch between sites to collect and ...MORE
Jignesh Modi Quality Control Supervisor, Rabigh Refining and Petrochemical Company (Petrorabigh), Saudi Arabia.
Auto Update
Perfios automatically connects to your financial institution to keep your accounts updated Read more ...
Auto Update
Perfios automatically connects to your financial institution to keep your accounts updated Read more ...
Statement
You can upload all types of statements which you receive from the financial institutions on a regular basis Read more ...
Reporting
Slice and Dice your data to get deep insight into your finance Read more ...
Income Tax
Now compute and e-file your taxes from within your Perfios account Read more ...
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