News

Perfios Now Supports Multi Currency

Perfios Now Supports Multi Currency

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.

The App Way To Manage Money

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 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.

Perfios Launches its Android App

Perfios Launches its Android App

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.

Smart Money Moves Before 30

Smart Money Moves Before 30

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....

How Online Applications Can Help Manage Your Finances Better

How Online Applications Can Help Manage Your Finances Better

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.

 Eight smart money moves to make before the age of 30

Eight smart money moves to make before the age of 30

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.

How Personal Finance Software Solutions Rule Your Books

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 Now Supports 600+ Types of E-Statements

Perfios Now Supports 600+ Types of E-Statements

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.

Your Money Manager on the move

Your Money Manager on the move

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?

 Three Money Management Tools to look into this 2013

Three Money Management Tools to look into this 2013

How do you manage your money? One coin, at a time? It’s 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...

Perfios Launches My Budget

Perfios Launches My Budget

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...

Keep your financial documents in order to avoid inconvenience

Keep your financial documents in order to avoid inconvenience

"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...

Now Manage Your Expenses With A Click

Now Manage Your Expenses With A Click

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...

Perfios Integrates Tax Filing for Greytip

Perfios Integrates Tax Filing for Greytip

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 eases online tax filing

Perfios eases online tax filing

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.

Perfios Introduces Online Tax Filing

Perfios Introduces Online Tax Filing

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.

E-filing tax returns is convenient, easy

E-filing tax returns is convenient, easy

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.

Perfios re-launches its WAP Site

Perfios re-launches its WAP Site

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...

Perfios Launches Cloud Based Application for Independent Financial Advisors

Perfios Launches Cloud Based Application for Independent Financial Advisors

‘Perfios Advisor’ to enable Independent Financial Advisors manage their client portfolio. Perfios Advisor provides a holistic view of client’s 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

One stop shop: Track your money online

One stop shop: Track your money online

Personal finance solutions websites are increasingly becoming popular by helping users cut on their spending and providing high security levels.

200,000 Indians manage their money on Perfios

200,000 Indians manage their money on Perfios

Perfios doubles its user base in just 7 months, •    Comprehensive features, ease-of-use and high security key to growing user base of Perfios •    Number of users expected to touch 500,000 in less than 12 months

Need money advice? Go online

Need money advice? Go online

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.

One Stop Solution for Financial Transactions

One Stop Solution for Financial Transactions

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.

Great Talk on Growth Models

Great Talk on Growth Models

Perfios co-founder Govi at the INC. India Summit 2011. Coverage in INC. Magazine August 2011 edition.

Adobe announces collaboration with redBus, Perfios and Standard Chartered Bank

Adobe announces collaboration with redBus, Perfios and Standard Chartered Bank

Debasish Chakraborty, Co-founder and Director, Perfios Software Solutions Pvt. Ltd. said, “We at Perfios realized the effectiveness of Flash and Flex for building a rich and pleasant experience...

Adobe announces collaborations to boost development of India-centric mobile apps

Adobe announces collaborations to boost development of India-centric mobile apps

Adobe Systems Incorporated today announced that it will be working closely with the creative and developer ecosystem in India...

The Six Step Guide Towards Your Start-up

The Six Step Guide Towards Your Start-up

The thought of starting out on one’s own can be a very daunting prospect, more so for aspiring first time entrepreneurs...

Perfios Launches Rupees Seven Crore Give Away

Perfios Launches Rupees Seven Crore Give Away

In a bid to reach out to first time internet users and India?s burgeoning Internet savvy workforce, online personal finance software company, Perfios...

Manage Money easily with money tools

Manage Money easily with money tools

It's feefteenth of the month and you are already feeling cash strapped...

Networking Capital: Social media now crucial to India Inc

Networking Capital: Social media now crucial to India Inc

So , you've connected with long-lost friends and made tonnes of new ones via social media...

How is your money doing today?

How is your money doing today?

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...

One stop shop for managing Personal Finance

One stop shop for managing Personal Finance

Founded in 2008, Bangalore based Perfios offers an innovative Personal Finance Software Application that provides a 360 degree...

I wish I knew then

I wish I knew then

Govi (as he likes to be called) first venture as young 31 year old didn't play out the way he'd hoped...

Manage your money on the Web

Manage your money on the Web

Can you answer these questions instantly: how much have you spent on petrol in the past three months?

Keep track of your finances online

Keep track of your finances online

Can you answer these questions instantly: how much have you spent on petrol in the past three months? What is your tax liability?

E-Utilities - Personal Finance Management

E-Utilities - Personal Finance Management

Perfios (PERsonal FInance One Stop) is a portal that provides a complete view of your financial status at anytime, from anywhere.

Perfios coverage in NDTV

Perfios coverage in NDTV

Perfios featured in NDTV Hindu


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Tech tools in personal finance management

Tech tools in personal finance management

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.

Data norms needed in personal finance space

Data norms needed in personal finance space

Do we need policy and procedural changes at the institutional level to facilitate personal finance management?

Perfios coverage in Suvarna news

Perfios coverage in Suvarna news

The best online Personal Finance Software in India

Prajavani - Perfios solves personal finance difficulties

Prajavani - Perfios solves personal finance difficulties

Prajavani - Perfios solves personal finance difficulties

Personal finance solution through Web

Personal finance solution through Web

People having one or more investment and expense categories have to monitor their cash flow and investment returns through such mechanisms as spreadsheets.

Tech Tools for your Money

Tech Tools for your Money

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 covered in TV9

Perfios covered in TV9

Perfios was featured in TV9 on July 20th, 2010

Your anytime financial valet

Your anytime financial valet

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.

Managing personal finance made easy by Perfios

Managing personal finance made easy by Perfios

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.

MANAGE YOUR MONEY WITH A FEW CLICKS

MANAGE YOUR MONEY WITH A FEW CLICKS

Too many credit cards, bank accounts and investment products to track? Then you could benefit from using an online money manager application

Online managers

Online managers

WHAT is your total outstanding debt? What is your bank balance? What proportion of your investment is in equities? It’s unlikely you have a ready answer to these questions.

VR Govindarajan, Founder, Perfios Software Solutions

VR Govindarajan, Founder, Perfios Software Solutions

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 solution for 360 control

Perfios offers personal finance solution for 360 control

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

Technology firms that sold their ideas to funds

Technology firms that sold their ideas to funds

Perfios announces Series "A" Funding

Perfios announces Series "A" Funding

Perfios Software Solutions Private Limited, the Bangalore based Personal Finance Software Solutions provider has announced their Series ‘A’ round of funding.

Perfios now supports Futures and Options Transactions

Perfios now supports Futures and Options Transactions

Futures & Options transactions are now supported by the Perfios, my favorite online PF manager.

Perfios launches a Comprehensive Personal Finance Software

Perfios launches a Comprehensive Personal Finance Software

Perfios.com, India’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.

Perfios.com - Automating Personal Finances

Perfios.com - Automating Personal Finances

Getting lost in paperwork? Let an online tool manage your finances

10 Indian Companies to watch out for

In today’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.

Perfios updates : A must have Money Manager

Perfios updates : A must have Money Manager

We already reviewed Perfios, an excellent online personal finance manager. “Perfios is for anyone who wishes to solve the problem of managing wealth distributed among various asset classes and among various institutions”.

Perfios : Your online Personal Finance Manger

Perfios : Your online Personal Finance Manger

The users of Yodlee might  know about the usefulness of  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 - Personal Finance Management Software for India

Perfios - Personal Finance Management Software for India

Perfios solves the problem of managing wealth distributed among various asset classes and among various institutions.

Perfios hopes to become the Mint.com for Indian market

Perfios hopes to become the Mint.com for Indian market

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 Manage Your Finance Activities in Simple and Secure

Perfios Manage Your Finance Activities in Simple and Secure

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 Raises Series A from Individual Investors

Personal Finance Startup , Perfios Raises Series A from Individual Investors

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.

ICICI Bank customers get a planning tool

ICICI Bank customers get a planning tool

If you are an ICICI Bank Ltd's customer, it will now be easier for you to manage your finances.