If you thought technology is only for the geeks, think again. Technology can be a good tool to help you manage your finances better, provided it is safe and secure.
It is now possible to track and maintain non-rupee bank, credit card and Fixed Deposit accounts at Perfios itself. To start with, there is only a limited support of this feature, but look for an expanded list of supported institutions by June 2014.
If you face difficulty in tracking your finances, here are tools that can be of help. Itâs that rosy time of the year when hatching plans to start new activities can be fun. So, for those of you who are planning to manage your finances a little better this year, read on.
The app automatically connects with all the bank and credit card accounts of the user and gives a complete picture of the user's current cash position. Any Indian bank/credit card account can be tracked using this Android app. The app also features a budgeting section which enables users to track the current expenses vis-a-vis the dedicated monthly/ annual amounts for the defined categories. One can easily add cash transactions also in this app.
They told you in school that the early bird got the worm. In college, the sermon was, well begun is half done. Just when you thought you had had enough of these preachy one-liners , we decide to goad you into action....
Tools For Trade: Online applications to manage finances can help you with your investments while offering you a host of allied services. The financial sector has been innovating ever since the first private mutual fund came to India in 1993. There are now a great number of creative investment options and the count and variation will only increase.
To plug the leaks, sign up with a money management portal, such as Perfios (Perfios.com), Arthos (Arthayantra.com) etc.. These websites aggregate all your finances, from savings bank accounts and credit cards to loan payments and mutual fund SIPs. They help you keep track of your money, alerting you when a payment is due or when you have overspent under a certain head.
The recessionary times have brought forward many revolutionary changes through which accounting and finance solutions could be applied even as the struggle continues to make both sides of the balance sheet match in a graceful manner.
Perfios is currently the only money management software in India which makes it very easy for a user to manage her finances with very little manual intervention.
What if you have a personal CA who you could access anytime? A right hand man who would track all your investments and expenses and update each transaction automatically?
How do you manage your money? One coin, at a time? Itâs all right for your grandfather or father to manage money the traditional way. But with so many personal finance/ money management tools available online, you simply have no excuse to still stick to the paper-pencil method. After all, if you are on Facebook and Twitter and reading this story online on Firstpost, we already know you are tech savvy...
With over 300000 users, Perfios is a pioneer in the online money management space. To add to that, last week Perfios introduced budgeting as another feature in its application. Now the users get to plan, set budgets and track their expenses...
"What is your net worth?" This simple question from a financial advisor totally stumped a Mumbai-based businessman. He had two cupboards full of papers - documents related to real estate agreements, fixed deposits, insurance policies and premium receipts, income tax filings, mutual fund investments and share certificates...
So, you got carried away a bit last month and overspent. And by 15th, you realized your bank balance is gasping for oxygen. This may not be a one-off, we are sure. And chances are you are not alone...
With this integration, Greytip users can get their Form 16 uploaded to Perfios automatically and complete income tax return filing with minimum effort. While Greytip is not charging any fee for this service, a nominal fee is being charged by Perfios for filing the returns.
Perfios, an online personal finance management provider, has enhanced its online income tax filing solution as a value added feature for its users. Through this feature, Perfios users can file their tax returns from within their account, at a very nominal fee.
With the user base reaching 300000, Perfios is already a well-recognized pioneer in the Personal Finance Management space. Earlier this month, Perfios enhanced its Online Income Tax Filing solution as a Value Added feature for its users.
To file income tax returns, most people prefer to delegate the task to chartered accountants or tax consultants. But last financial year saw an 80 per cent jump in the number of e-return receipts over 2010-11.
This mobile site shows the all-important and essential information needed on the go. Whether you are searching for a specific transaction, looking for your net asset (especially in these volatile market conditions) or wanting to browse through various accounts, the revamped mobile site provides the required information with minimum clicks. As a result, it can aid you in faster decision making on-the-go...
âPerfios Advisorâ to enable Independent Financial Advisors manage their client portfolio. Perfios Advisor provides a holistic view of clientâs portfolio which enables the advisor to provide better services to clients. Independent Financial Advisors can enable their clients to login directly to their Perfios account through their website
Personal finance solutions websites are increasingly becoming popular by helping users cut on their spending and providing high security levels.
Perfios doubles its user base in just 7 months, â¢Â Â Â Comprehensive features, ease-of-use and high security key to growing user base of Perfios â¢Â Â Â Number of users expected to touch 500,000 in less than 12 months
Want to calculate your equated monthly installment when the interest rates go up, say, 50 basis points? Go the online way. There are a number of websites, offering help and services, both paid and free, to individuals.
If money makes the world go round, it is as important to manage it. Perfios shows you the modern way of doing it through web-based solutions that substitute the old, tedious spreadsheets. In a chat with us, Govindarajan explains the intricacies of his business, what took him to there and the way ahead for them.
Perfios co-founder Govi at the INC. India Summit 2011. Coverage in INC. Magazine August 2011 edition.
Debasish Chakraborty, Co-founder and Director, Perfios Software Solutions Pvt. Ltd. said, âWe at Perfios realized the effectiveness of Flash and Flex for building a rich and pleasant experience...
Adobe Systems Incorporated today announced that it will be working closely with the creative and developer ecosystem in India...
The thought of starting out on oneâs own can be a very daunting prospect, more so for aspiring first time entrepreneurs...
In a bid to reach out to first time internet users and India?s burgeoning Internet savvy workforce, online personal finance software company, Perfios...
It's feefteenth of the month and you are already feeling cash strapped...
So , you've connected with long-lost friends and made tonnes of new ones via social media...
Staying on top of your personal finances can be quite difficult. In fact, do you know what your personal worth is right now, as you read this? No? You should read on...
Founded in 2008, Bangalore based Perfios offers an innovative Personal Finance Software Application that provides a 360 degree...
Govi (as he likes to be called) first venture as young 31 year old didn't play out the way he'd hoped...
Can you answer these questions instantly: how much have you spent on petrol in the past three months?
Can you answer these questions instantly: how much have you spent on petrol in the past three months? What is your tax liability?
Perfios (PERsonal FInance One Stop) is a portal that provides a complete view of your financial status at anytime, from anywhere.
To those who feel guilty that they are not managing their personal finances in a disciplined way, the good news is that they may well belong to the majority.
Do we need policy and procedural changes at the institutional level to facilitate personal finance management?
The best online Personal Finance Software in India
Prajavani - Perfios solves personal finance difficulties
People having one or more investment and expense categories have to monitor their cash flow and investment returns through such mechanisms as spreadsheets.
On 19th June, Moneylife Foundation and IDBI Mutual Fund held a workshop for mutual fund investors on the free online tools offered by leading registrars, Karvy and CAMS (Computer Age Management Services), to track portfolios. These tech-tools empower investors by providing a snapshot of their investments.
Perfios was featured in TV9 on July 20th, 2010
Two years ago, IT veteran VR Govindarajan was chatting with a few friends, lamenting about the absence of a good accounting software that would help manage his investments, calculate expenditure and even help him with his tax calculation.
Bangalore: Though the use of software to manage personal finance is still in its nascent stage in India, V.R. Govindarajan, Co-founder and Director of Perfios is bullish on this space, where spreadsheets have dominated all these years.
Too many credit cards, bank accounts and investment products to track? Then you could benefit from using an online money manager application
WHAT is your total outstanding debt? What is your bank balance? What proportion of your investment is in equities? ItÃ¢â¬â¢s unlikely you have a ready answer to these questions.
Entrepreneurship is definitely not one of the easiest thing to do but pure dedication and innovation can smoothen it a little.
Perfios offers personal finance software solution that provides a 360 degree view of one's personal finance, with little or no manual intervention.
Technology firms that sold their ideas to funds
Perfios Software Solutions Private Limited, the Bangalore based Personal Finance Software Solutions provider has announced their Series Ã¢â¬ËAÃ¢â¬â¢ round of funding.
Futures & Options transactions are now supported by the Perfios, my favorite online PF manager.
Perfios.com, IndiaÃ¢â¬â¢s fastest growing web based Personal Finance software is a unique service in India because for the first time, users can aggregate their financial data from more than 100 financial institutions automatically and get a 360 degree view of their financial affairs in an instant.
Getting lost in paperwork? Let an online tool manage your finances
In todayÃ¢â¬â¢s GT Camp, we will be featuring 10 Indian companies to watch out for in days to come. We have chosen these companies for their innovation and dedication to new ideas.
We already reviewed Perfios, an excellent online personal finance manager. Ã¢â¬ÅPerfios is for anyone who wishes to solve the problem of managing wealth distributed among various asset classes and among various institutionsÃ¢â¬Â.
The users of Yodlee mightÃÂ know about the usefulness ofÃÂ an online Personal Finance Manager. It would automatically fetch all your bank and investment transactions from the supported banks and brokers and automatically categorize them for easy management.
Perfios solves the problem of managing wealth distributed among various asset classes and among various institutions.
On the heels of the Mint acquisition, a Bangalore based startup Perfios is hoping to replicate some of that success in the Indian market.
Perfios is an Online Money management application which helps you analyze and manage your finance activities in a simple, easy and secure way.
Personal Finance startup, Perfios has raised Series A from individual investors and here is a QnA with the team on personal finance business, monetization plans and more.
If you are an ICICI Bank Ltd's customer, it will now be easier for you to manage your finances.