For Advisors

Existing Users of Perfios Advisor  Click here

For small/medium size IFA's to manage HNI / Top Clients:

Overview Demo

 

How it helps you:

How it helps your clients:

Easy client account creation Gets to see the updated portfolio, anytime
Direct link of all client accounts to it's respective Institutions Predefined Alerts keeps your clients informed at all times (email and sms)
Upload all types of e-statements Generate any type of report anytime, Store important documents
Create and save multiple types of Portfolio reports Dashboard gives a complete picture of client's portfolio in a single screen
Automatic Alerts and reminders for your clients. Any account (Bank/ Mutual Fund/ Equity) can be shared with a Tax consultant.
Advisor View: image
Client View: image

Price:

Basic Pack with Perfios Advisor + 5 Platinum + 10 Free accounts!

At a price of Rs. 5000/ year [more than 33% discount]

To know more please fill up the form above. About Platinum/ Gold/ Free plans - know more. All prices are in INR and would attract a Service Tax of 10.3%. Price List for additional accounts will be shared when requested for. Perfios Advisor Application is offered FREE OF COST with the Basic Pack. Payment can be made either by cheque/ DD or via bank transfer. If you would like to partner or advertise with us, know more.

 

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