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 This e-mail address is being protected from spambots. You need JavaScript enabled to view it 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.

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