BusinessConsumer
COMPUTER
  • 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.

Know More>>

SignUp for FREE!

Email:
Confirm Email:
Password:
Confirm Password:
Type the characters shown in the box
Keep me updated with latest news & offers.
I agree to the Terms of Use & the Privacy Policy
BusinessBusiness

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.

What Our Clients Say

Our happy clients

OUR CLIENTS

They are proud to work with us
reliance
tata-mutual
tata-mutual
tata-mutual
tata-mutual
tata-mutual
tata-mutual
reliance
tata-mutual
rupeeland
tata-mutual
hero-fincarp
tata-mutual
tata-capital
aditya-birla
bajaj-finserv
Axis-bank
UPF
deccan-herald
deccan-herald
deccan-chronical
business-wire
franchise-india
businesstoday
silicon-india
the-time-of-india
TV9
ndtv
iifl
dna

Manavjeet Singh was at a crossroads in his career. With two decades of banking experience, he felt dulled by another job switch. Having worked with Yes Bank, Reliance Consumer Finance and HDFC Bank in senior management roles — and with an offer to helm retail banking for another large bank in hand — he needed to take a call on what he wanted to do next.

Bhavnagar, a city of about 6 lakh people in the Saurashtra region of Gujarat, makes headlines for being one of the hottest — if not the hottest — in the state. Seven years ago, Dhyey Chitalia left his home for Mumbai to study.

Powered by technologies that harness big data, fintech companies are positioning themselves as viable lenders and payment solutions providers with mobile wallets and insta-loans.

HSBC said most private banks have been prudent lenders and have gained from a high proportion of retail business on their balance sheet.

SAFE & SECURE

SAFE & SECURE

Security Seals
Certified Seal
Privacy Seals
Business Seals