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Broking/ Equity:

We add new institutions on a weekly basis, please keep revisiting the page to check the latest supported Institutions for automatic fetch of transactions. Currently we support around 700 Institutions in all, including E-Statement support. For all other institutions, please upload E-Statements that you receive directly from your Institutions. Perfios currently supports almost all the different formats available in India. list here

Banks:

  • AXIS (UTI) Bank
  • Allahabad Bank
  • Andhra Bank
  • Bank of Baroda
  • Bank of India
  • Bank of Maharashtra
  • Canara Bank
  • Central Bank of India
  • Citibank N.A.
  • Corporation Bank
  • Dena Bank
  • Development Credit Bank
  • Federal Bank
  • HDFC Bank
  • Oriental Bank of Commerce
  • Punjab National Bank
  • Standard Chartered Bank
  • State Bank of Bikaner and Jaipur
  • State Bank of Hyderabad
  • State Bank of India
  • State Bank of Indore
  • State Bank of Mysore
  • State Bank of Patiala
  • State Bank of Saurashtra
  • State Bank of Travancore
  • Syndicate Bank
  • Union Bank of India
  • United Bank of India
  • South Indian Bank
  • AXIS Bank (Corporate Banking)
  • Corporation Corp Net (Corporate Banking)
  • Standard Chartered Bank (Corporate Banking)
  • HDFC Bank (Corporate Banking)
  • ICICI Bank (Corporate Banking)
  • Kotak Bank (Corporate Banking)
  • State Bank of B&J Corporate
  • State Bank of Hyd. Corporate
  • State Bank of India Corporate
  • State Bank of Indore Corporate
  • State Bank of Mysore Corporate
  • State Bank of Patiala Corporate
  • Saraswat Bank
  • HSBC
  • ICICI Bank
  • IDBI
  • Indian Bank
  • Indian Overseas Bank
  • Kotak Mahindra Bank
  • ING Vysya Bank
  • Yes Bank
  • Vijaya Bank
  • RBS (ABN AMRO)
  • Deutsche Bank
  • Kotak Mahindra Bank
  • State Bank of Saur. Corporate
  • State Bank of Trav. Corporate

Credit Cards:

  • RBS (ABN AMRO)
  • AXIS Bank
  • American Express
  • Citibank N.A.
  • HDFC Card (linked to bank)
  • HSBC
  • ICICI Bank
  • Standard Chartered
  • State Bank of India
  • Deutsche Bank
  • Punjab National Bank
  • Kotak Mahindra
  • HDFC Card (not linked to bank)
  • IndusInd Bank
  • Andhra Bank
  • IndusInd Bank

Mutual Funds:

  • Bharti AXA Mutual Fund
  • Birla Sun Life Mutual Fund
  • DSP BlackRock Mutual Fund
  • Fidelity Mutual Fund
  • Franklin Templeton Mutual Fund
  • HDFC Mutual Fund
  • ICICI Prudential Mutual Fund
  • ICICI Bank Ltd. (ICICIDirect)
  • Karvy MFS
  • Quantum Mutual Fund
  • Kotak Securities Ltd. (PMS)
  • Kotak Securities Ltd. (Online Trading)
  • HDFC BANK
  • Citibank N.A.
  • Deutsche PMS
  • Reliance PMS
  • HDFC PMS
  • Ask Investment
  • Kotak Mahindra Bank MF
  • DSP MERRILL LYNCH LTD.
  • IDFC PMS
  • Karvy E-DOST (Deutsche Bank)
  • SBI Cap Securities (Trade Login)
  • Ask Wealth Advisors
  • ICICI Prudential PMS
  • Geojit BNP Paribas (Customer Login)
  • Future Capital
  • Principal Mutual Fund
  • FundsIndia
  • Reliance Mutual Fund
  • Sharekhan Ltd.
  • Sundaram Mutual Fund
  • TATA Mutual Fund
  • UTI Mutual Fund
  • HSBC Ltd.
  • NJ Fundz MF (Client Desk)
  • IDFC Mutual Fund
  • Kotak Mahindra Mutual Fund

Broking/ Equity:

  • Aditya Birla Money (Apollo Sindhoori Capital Investments)
  • Cholamandalam Securities Ltd. (Electronic Contract only)
  • Citibank N.A.
  • DSP MERRILL LYNCH LTD.
  • HDFC BANK
  • ICICI Bank Ltd. (ICICIDirect)
  • ILFS DP
  • India Infoline Securities Pvt. Ltd.
  • Indiabulls Securities Ltd.
  • Integrated Enterprises (I) Ltd.
  • Kotak Securities Ltd. (PMS)
  • Karvy Stock Broking Ltd.
  • Kotak Securities Ltd. (Online Trading)
  • Reliance PMS
  • Anand Rathi
  • HDFC PMS
  • Ask Investment
  • HDFC Securities
  • Edelweiss Broking Ltd.
  • Prabhudas Lilladher Pvt. Ltd
  • Emkay Global Financial Services Ltd.
  • Motilal Oswal (Home Page Login)
  • TATA Securities
  • IDFC PMS
  • Motilal Oswal (Online Trade)
  • RK Global Shares & Securities Ltd.
  • Religare Securities Ltd.
  • SBI Cap Securities
  • Sharekhan Ltd.
  • Standard Chartered Bank
  • Stock Holding Corporation of India Ltd.
  • VENTURA SECURITIES LTD.
  • Way2Wealth Brokers Pvt. Ltd. (E-Contract Note)
  • Karvy E-DOST (Deutsche Bank)
  • Parag Parikh Ltd. (PPFAS)
  • SBI Cap Securities (Trade Login)
  • Ask Wealth Advisors
  • ICICI Prudential PMS
  • Geojit BNP Paribas (Customer Login)
  • MF Global Securities
  • Future Capital
  • Motilal Oswal (DP Account)
  • Standard Chartered Securities

Fixed Deposits:

  • Andhra Bank
  • Bank of India
  • Canara Bank
  • Citibank N.A.
  • Corporation Bank
  • Federal Bank
  • State Bank of Bikaner and Jaipur
  • State Bank of Hyderabad
  • State Bank of India
  • State Bank of Indore
  • State Bank of Mysore
  • State Bank of Patiala
  • State Bank of Saurashtra
  • State Bank of Travancore
  • Union Bank of India
  • United Bank of India
  • Vijaya Bank
  • HDFC Bank
  • ICICI Bank
  • IDBI
  • Kotak Mahindra Bank
  • Oriental Bank of Commerce
  • Punjab National Bank

Small Savings:

  • State Bank of Bikaner and Jaipur
  • State Bank of Hyderabad
  • State Bank of India
  • State Bank of Indore
  • State Bank of Mysore
  • State Bank of Patiala
  • State Bank of Saurashtra
  • State Bank of Travancore

Insurance:

  • Aviva Life Insurance
  • Bajaj Allianz Life Insurance
  • Bharti AXA Life Insurance
  • Birla Sun Life Insurance
  • HDFC Standard Life Insurance
  • ICICI Prudential Life Insurance
  • Kotak Mahindra Life Insurance
  • Max New York Life
  • SBI Life Insurance
  • TATA AIG Insurance
  • Bajaj Allianz Life Insurance
  • LIC India

To check the list of Institutions whose E-Statements Perfios supports, click here

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