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 section of the site, specifically the Holdings summary and the comparative XIRR% that is shown on their screen has allowed me to make some very prudent financial investment decisions. The Bank Accounts summaries and the option to archive and categorize all the Credit Card transactions is an invaluable service. For the first time, I feel like I'm in control of my finances and that I'm able to make my wealth work for me rather than me working hard to manage my wealth!
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 way after constant monitoring of it using Perfios. To keep all financial assets in one place i don’t know or recommend any other product other than "Perfios"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 reconcile the data. A well designed and constantly updated site provides me data for Banks, Cards, Equity, Insurance, Loans, and Income Tax. In short I can have 360 degree view of all my financial information in seconds. For common man like me it is a must have application. 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 team has in its very regular update .The suggestions, queries are resolved by mails and personal contact almost immediately! I am happy that I have upgraded myself to Platinum version with all added benefits Congrats. A site you like to visit daily even when knowing nothing much has changed in your Dashboard You got to visit Perfios, Register yourself. Look, Digest the Marvel.Words would not describe the productPerfios 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 data from account statements. Perfios has reduced the time I spent on IT returns data preparation from a few days to a few hours. I no longer worry about the volume of transactions in investments as I trust that Perfios is doing a great job in tracking them for me.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 in terms of features and user friendliness. After all, its Auto update feature is the key to its popularity and effectiveness. I like my Perfios very much and thankful to the team for developing this beautiful program. My best wishes to Perfios team.‘Perfios Advisor’ to enable Independent Financial Advisors manage their client portfolio. Per...Read more
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