Money Manager

Easiest Way to track your money… Automatically!

Perfios money manager

Perfios (PERsonal FInance One Stop) is an online money manager which provides a complete view of your financial status anytime, anywhere. Be it Bank Accounts, Credit Cards, Mutual Fund Investments, Shares, Insurance Policies, Loans, Fixed Deposits etc. anything that revolves around your money, can be tracked at Perfios.

Salient Features

Automatic
One View
Secure
On the Go
Auto Update
Statement Upload
Income Tax
Reports
Event Calendar
Alerts
Secure Storage
Auto Categorize

Features

view
Perfios provides a unique way for you to upload statements of various account types so that data gets populated without any manual effort. This is extremely useful in an environment like India where many people may not have online access or not used to sharing online credentials. Perfios recognize 1000+ E-Statements.
view
Manage the finances of your entire family using Perfios and yet preserve the privacy of an individuals accounts by using the Shared Accounts feature. Using this feature, you can not only share on a selective basis the required accounts with other family members but also with one’s tax consultant, financial planner etc.
view
In addition to uploading statements through the application, Perfios makes it easier for you to forward them using standard email. Any statement can be forwarded through email and Perfios takes care of populating the appropriate accounts for the user thus minimizing cumbersome and time consuming data entry.
view
Perfios provides a 360 degree view of your personal finance by consolidating all account types (Banks, Credit cards, Mutual Funds, Equity, Insurance, Loan, PPF, Bonds, Post Office and other Small Savings Instruments, Real Estate, Gold etc.) automatically.
view
Perfios has an automated Income Tax Wizard that helps in IT computation from the data stored within Perfios. The system generates various IT related reports such as Cash Flow Statements and Capital Gain Reports.
view
Perfios provides plenty of other time-saving techniques that can make the Personal Finance Management a simple activity for you. Thus alleviating your current pain points without consuming too much time.
Category
Perfios not only consolidates account information automatically, but also auto-categorizes the various transactions so that you can perform variety of analytics on the consolidated data.
view
Some of the best names (VeriSign, TrustGuard and Paladion) in the Data Security business ensure that Perfios provides highest level of security for you.
view
As a single stop portal, the solution also provides a Secure Document Storage so that you can store all relevant financial documents.
view
A comprehensive Reporting Framework enables you to generate various reports that can provide insights into your finances so that you can take quick corrective actions.
view
In addition to accessing all the information from your PC, you can also use your Mobile Phone to perform all actions with the application.
view
Automated Reminders and Alerts notifies you of the important payment, maturity dates etc.

Pricing

For the first 30 days of your FREE signup,

You get to explore all the premium features, as a GOLD user!

Frequently Asked Questions

Features FREE Forever Gold Platinum
Complete view of all Account Types
No. of accounts unlimited* unlimited* unlimited*
No. of Auto Update Accounts 15 unlimited* unlimited*
Statement Upload & Email Forwarding
4/month
(only upload)
10/month

 

unlimited*
Number of accounts that can be shared to other Perfios Users 5 20 unlimited*
Document Storage 2/month 10/month unlimited*
Automatic handling: Equity Bonus, Split, Dividend etc
Reports – PDF / Excel / HTML
SMS Alerts
Perfios Mobile
Export Data
Income Tax Wizard
Password Backup
Email Alerts and Reminders
Reports – Table, Graphs & Charts
Customer support Standard** Gold# Platinum***
Subscription Fees
FREE
Rs. 499 / year
Rs. 1499 / year

You agree to use the product only for your personal use. In case you are planning to use the solution for commercial purposes (for example, if you are a Wealth Manager using the solution for your clients), please contact us at support@perfios.com for pricing options.

To know more about the Institutions we support for Automatic Updates, click here. For a list of supported E-Statements click here.

* subject to fair use policy
** subject to Standard SLA (for more details read our T&C)
# subject to Gold SLA (for more details read our T&C)
*** subject to Platinum SLA (for more details read our T&C)

Prices mentioned above are in INR and exclusive of Service Tax. No Refund.

SAFE & SECURE

SAFE & SECURE

Security Seals
Certified Seal
Privacy Seals
Business Seals