For the first 30 days of your FREE signup,
You get to explore all the premium features, as a GOLD user!
Features | FREE Forever | Gold | Platinum |
---|---|---|---|
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Complete view of all Account Types | ![]() |
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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 | ![]() |
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Reports – PDF / Excel / HTML | ![]() |
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SMS Alerts | ![]() |
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Perfios Mobile | ![]() |
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Export Data | ![]() |
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Income Tax Wizard | ![]() |
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Password Backup | ![]() |
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Email Alerts and Reminders | ![]() |
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Reports – Table, Graphs & Charts | ![]() |
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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.