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Feb 15 2012

Are you adequately insured? Here's how to find out

People end up buying insurance policies assuming they are securing their family's future but little do they realize that their choice of policy is often not right and they are often grossly under-insured...

Jan 23 2012

Organise your financial life, keep a record online

People may make right financial decisions but unless backed by efficient record keeping, the task is only half done. The importance of effective record keeping cannot be undermined. Here are a few tips to help keep your financial records in order...

Dec 01 2011

How to prepare an investment statement

Are you one of those investors who spend sleepless nights worrying about the volatile stock markets and resultant effect on your portfolio? Are you an impulsive decision maker when it comes to your investments?

Nov 19 2011

10 effective ways to curb unnecessary spending

James Frick was bang on when he said, "Don't tell me what your priorities are. Show me where you spend your money and I will tell you what they are"! We may value the presence of money in our lives but how we choose to spend it eventually determines whether the effort to earn it was worth it or not...

Aug 31 2011

6 don'ts of using your credit card

Buying groceries, shopping etc using the credit card has become a way of life for urban Indians. While it's primary benefit is the convenience it brings in, it is slowly becoming a tool to fulfil wants that otherwise your bank account cannot support.

Aug 29 2011

Why should you do SIP?

It is not uncommon to find a common man dreaming of becoming a millionaire. Many may even plan to retire with financial assets worth a few crores.

Aug 16 2011

How to manage an insurance portfolio?

For a long time, risk of financial loss was the sole factor which led an individual towards buying insurance. Life insurance covers the risk of death and non life insurance covers the risks to health and property.

May 18 2011

Managing finances with the help of technology

Remember the days when you wrote letters to your relatives to stay in touch with them or booked that trunk call to speak to your friend who lived in another city

May 04 2011

8 WISE ways to use your credit card

The standard of living of an average middle class Indian has definitely risen over the past decade...

Feb 28 2011

Know the right approach to tax planning

It is that time of the year again where tax saving becomes a high priority task in your 'to do' list. The approach followed by most is the last minute scampering to find out how much you need to invest...

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