What is Perfios?

Perfios (PERsonal FInance One Stop) is a web based Personal Finance application that provides a complete view of your financial status at anytime, anywhere. It is also first of its kind in India.

Be it Bank accounts, Credit Cards, Mutual Fund investments, Equity accounts, Insurance policies, Loans, Fixed Deposits etc. anything that revolves around your finance can be tracked at Perfios.

Yes, no more logging in to multiple accounts, either link your financial accounts with Perfios or simply forward/ upload all your account statements to Perfios. Yes, It's that easy.

You can even compute your Income Tax, file your Income Tax, store financial documents, see your shopping, dining and other spending patterns and do much much more!

And the best part - The base version comes absolutely FREE to you.


signup free

Who we are?

The members of the Perfios think-tank have had long, successful stints at organizations leveraging the best-of-the-breed technologies to build intuitive, secure software applications for the Banking and Financial Services (BFS) sector.

The founding team members have served as C-level executives in several multinational organizations and have been instrumental in setting up and managing global delivery teams. The members have also successfully transformed several start-up software companies into large, profit-making enterprises.


Management | Advisors


Also check out the vast list of Institutions we support for Automatic Updates click here; and the list of e-statements that we supported click here.


Perfios News

Oct 28 2014
Be Tech Savvy, Manage Finances Smartly

Read more

Mar 21 2014
Perfios Now Supports Multi Currency

It is now possible to track and maintain non-rupee bank, credit card and Fixed Deposit accounts a...Read more

Jan 11 2014
The App Way To Manage Money

If you face difficulty in tracking your finances, here are tools that can be of help. It’s that...Read more