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
(only upload)


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
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 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.