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  • Track and manage any financial account.
  • More than 250+ Financial Institutions supported for auto fetch.
  • 1000+ E-Statement formats supported.
  • Made in India, Made for India.

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Perfios Insights automates the entire process of financial checks, verification and extraction of financial data. Perfios Insights can help in dramatically improving the turn-around time for processing an application whether it originated from the offline or online channel.

Currently corporates and Financial Institutions are facing a lot of problem with the manually intensive ways of aggregating transactions from their multiple corporates Bank Accounts, which in many cases runs into hundreds of Bank Accounts.

This product has been especially developed for Financial Institution in India (Banks, NBFI’s etc.). Perfios is leveraging its core technologies in automating key aspects of certain common processes in Financial Institutions.

Perfios Advisor solution is specially designed for Independent Financial Advisors (IFAs) who would want to manage their client’s portfolio on a single platform. This solution is based on our most advanced personal finance management product.

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With the Reserve Bank of India (RBI) expected to come out with final guidelines on peer-to-peer (P2P) lending soon, the market for online lending and borrowing for thrift credit is gradually expanding.

India is now acknowledged as a country of global importance beyond its history and sheer size of population, as an economic power, says Onno Ruhl, who completes his four-year term as the World Bank’s country director in India. In an interview to ET’s Deepshikha Sikarwar and Vinay Pandey, he says climbing into top 50 will take some time but can be done.

IDFC Bank, the newest lender in the country, is looking at an aggressive campaign to get individual depositors and lenders.

The Reserve Bank of India (RBI) is expected to issue the final guidelines for peer to peer (P2P) lending in the next few days. It is expected to concede to lending firms’ suggestion for a nodal agency.

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