Existing Users of Perfios Advisor Click here
For small/medium size IFA's to manage HNI / Top Clients:
How it helps you:
How it helps your clients:
|Easy client account creation||Gets to see the updated portfolio, anytime|
|Direct link of all client accounts to it's respective Institutions||Predefined Alerts keeps your clients informed at all times (email and sms)|
|Upload all types of e-statements||Generate any type of report anytime, Store important documents|
|Create and save multiple types of Portfolio reports||Dashboard gives a complete picture of client's portfolio in a single screen|
|Automatic Alerts and reminders for your clients.||Any account (Bank/ Mutual Fund/ Equity) can be shared with a Tax consultant.|
|Advisor View: image
||Client View: image
Basic Pack with Perfios Advisor + 5 Platinum + 10 Free accounts!
At a price of Rs. 5000/ year [more than 33% discount]
To know more please fill up the form above. About Platinum/ Gold/ Free plans - know more. All prices are in INR and would attract a Service Tax of 14%. Price List for additional accounts will be shared when requested for. Perfios Advisor Application is offered FREE OF COST with the Basic Pack. Payment can be made either by cheque/ DD or via bank transfer. If you would like to partner or advertise with us, know more.