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For any non-product related queries, please write to info@perfios.com.

Blogs

3rd April 2024

Perfios Appoints Sridhar Narayan as Chief Business Officer

Perfios, India's largest B2B SaaS Fintech company, is pleased to announce the appointment of Sridhar Narayan as the Chief Business Officer. Sridhar's business acumen and vision perfectly aligns with Perfios' market opportunity, and will prove as a strong catalyst in identifying new growth avenues and driving strategic business development for the company.

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13th March 2024

Perfios raises US$80 Million funding from Teachers’ Venture Growth

Bengaluru, India, March 13, 2024: Perfios, India's leading B2B SaaS fintech company, announced today that Teachers’ Venture Growth (TVG), the late-stage venture and growth investment arm of Ontario Teachers’ Pension Plan, will invest US$80 million into the company.

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11th September 2023

Perfios Announces $229 Million Series D Funding by Kedaara Capital

Bengaluru, India, September 11, 2023: Perfios, India's leading B2B SaaS Fintech company, announced today that Kedaara Capital, a leading private equity investor, will invest $229 Million in its Series-D funding round, through the combination of a primary fund raise and a secondary sale. This marks one of the largest investments in an Indian B2B SaaS company this year.

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22nd August 2023

Perfios Unveils New Brand Identity, Targets global expansion in the US, MENA

Bengaluru, India, August 22, 2023 – In a strategic move reflecting its evolution into a multi-product, multi-domain global player, Perfios, India's largest B2B SaaS TechFin company, has unveiled its new brand identity. The revamp comes as the company celebrates its 15 years of growth and innovation in the financial technology sector. The decision to embark on this transformative brand journey is fuelled by the company's ambitious global expansion plans in the US, Middle East, Southeast Asia, and African markets.

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15th November 2021

Perfios Processes Over 2 Million Financial Documents per Month Using Amazon Textract

Launched in 2008, Perfios is a leading FinTech in India that recognized the need to automate the loan origination process and transform the traditional method of loan processing. To do this, the company offers its Perfios Insights solution to price and manage risk through its Data Aggregation and Analytics platform.

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19th December 2020

How Bengaluru-based Perfios is Automating Credit Underwriting Decisions for 500+ Global BFSI Companies

When V.R. Govindarajan and Debasish Chakraborty realised that there was no tech solution that provided a 360-degree view of an individual’s finances across different financial institutions and products, the serial entrepreneurs decided to build one themselves.

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23rd November 2020

Indian banking tech companies look for fresh opportunities outside India

FSS, Pine Labs, i-exceed and Perfios are building technology solutions in India, testing them with Indian banks and Indian consumers, and taking those innovations overseas, where manual processes are still common.

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20th November 2019

Warburg, Bessemer invest in Perfios

Bengaluru: Fintech software firm Perfios has raised $50 million (Rs 358 crore) from private equity major Warburg Pincus and venture firm Bessemer Venture Partners.

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19th November 2019

Perfios raises $50 million led by funds of Warburg Pincus, Bessemer Venture Partners

The investment amount was approximately $50 million, and includes primary capital infusion into the company and purchase of shares from early angel investors, a statement said.

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19th November 2019

Perfios raises $50 mn from Warburg Pincus, Bessemer Venture and others

Fintech company Perfios Software Solutions on Tuesday said it has raised about $50 million (about Rs 359 crore) in funding led by an affiliate of private equity funds managed by Warburg Pincus LLC and Bessemer Venture Partners.

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19th November 2019

Warburg Pincus, Bessemer bet $50 mn on fintech firm Perfios

Fintech firm Perfios Software Solutions Pvt. Ltd has raised $50 million (about Rs 358.43 crore) in its Series B funding round from private equity firm Warburg Pincus and existing investor Bessemer Venture Partners.

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19th November 2019

Perfios raises $50M in Series B funds led by Warburg Pincus, Bessemer Venture Partners

Fintech startup Perfios Software Solutions on Tuesday said it has raised about $50 million (about Rs 359 crore) in funding, led by an affiliate of private equity funds managed by Warburg Pincus LLC and Bessemer Venture Partners.

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19th November 2019

Perfios raises $50 million led by Warburg Pincus, Bessemer Venture Partners

Perfios, a fintech startup which collects financial data to help make credit decisions, on Tuesday said it has raised a $50 million Series B round led by American private equity firm Warburg Pincus and existing investor - venture capital firm Bessemer Venture Partners. The deal also includes a secondary share purchase from early angel investors in the company.

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19th November 2019

Perfios raises $50 mn led by funds of Warburg Pincus, Bessemer Venture Partners

New Delhi, Nov 19 (PTI) Fintech company Perfios Software Solutions on Tuesday said it has raised about USD 50 million (about Rs 359 crore) in funding led by an affiliate of private equity funds managed by Warburg Pincus LLC and Bessemer Venture Partners.

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19th November 2019

Perfios raises $50M from Warburg Pincus and Bessemer

Founded by V R Govindarajan and Debashish Chakraborty, Perfios is a credit decisioning and analytics company which works with over 200 banks, non-bank lenders and fintech startups

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25th March 2018

The Value Creator

Banks, NBFCs and new-age fintech firms leverage the SaaS model of Perfios for quick and efficient decision-making.

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13th April 2017

Fin-tech Firm Perfios Raises $6.1 Million From Bessemer Venture Partners

Bangalore-based financial technology firm Perfios raised $6.1 million (Rs 40 crore) in its Series A funding from Bessemer Venture Partners, Aditya Prasad, Chief Evangelist Officer at Perfios told BloombergQuint over phone.

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4th April 2017

Fintech company Perfios raises about Rs 40 crore from Bessemer

BENGALURU: Fintech company Perfios Software Solutions Pvt Ltd has raised about Rs 40 crore in its Series A round from Bessemer Venture Partners.

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5th September 2016

Customers can receive approval for home loan with one click: Nafees Ahmed, Indiabulls

Nafees Ahmed, Group CIO, Indiabulls Group has set his mind on being what he calls a "change instigator", one who takes a lead on technology-led business transformation. And rightly so. The launch of Indiabulls Housing Finance Limited's e-home loan platform, a first of its kind around a month and a half back, is a huge step in this direction.

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25th July 2016

Indiabulls borrowers can digitally sign loan proposals

Indiabulls Housing Finance has become the first mortgage company to complete an end-to-end digitisation of loan sanctions.

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20th December 2014

Three money management tools to look into this 2013

With so many personal finance/ money management tools available online, you simply have no excuse to still stick to the paper-pencil method.

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28th October 2014

Be tech savvy to manage your finances

If you thought technology is only for the geeks, think again. Technology can be a good tool to help you manage your finances better, provided it is safe and secure.

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21st March 2014

Perfios Now Supports Multi Currency

Perfios goes beyond Rupee – now supports other currency bank accounts

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8th August 2013

Eight smart money moves to make before the age of 30

They told you in school that the early bird got the worm. In college, the sermon was, well begun is half done. Just when you thought you had had enough of these preachy one-liners, ET Wealth has decided to goad you into action. Our message is simple: the investment decisions you make in the first 5-6 years of your career have the potential to transform your financial future. We list out eight smart money moves that investors should make before they turn 30.

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1st August 2013

Tools For Trade

Online applications to manage finances can help you with your investments while offering you a host of allied services

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21st January 2013

One stop shop: Track your money online

Personal finance solutions websites are increasingly becoming popular by helping users cut on their spending and providing high security levels.

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21st January 2013

Need money advice? Go online

Want to calculate your equated monthly instalment when the interest rates go up, say, 50 basis points? Go the online way. There are a number of websites, offering help and services, both paid and free, to individuals. There are also blogs and sites, offering views, tips, product analysis and market overviews.

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8th November 2012

Now, manage your expenses with a click

Money management tools available online get you a clearer picture of what you spend and what you need to.

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28th July 2011

Adobe announces collaboration with redBus, Perfios and Standard Chartered Bank

The company also showcased the work it is doing with Janaagraha, a leading non-profit organization, in its immensely popular ‘I Paid A Bribe’ initiative.

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16th June 2011

Networking Capital: Social media now crucial to India Inc

Companies, big and small, are firming up social media strategies even as the networks they ride on see the sites create both buzz and bucks.

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8th February 2011

E-Utilities

Perfios (PERsonal FInance One Stop) is a portal that provides a complete view of your financial status at anytime, from anywhere. The completely web based scheme offers an innovative Personal Finance Software Application that provides a 360 degree vi...

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21st November 2010

Tech tools in personal finance management

To those who feel guilty that they are not managing their personal finances in a disciplined way, the good news is that they may well belong to the majority.

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17th November 2010

Data norms needed in personal finance space

Do we need policy and procedural changes at the institutional level to facilitate personal finance management? Pose this question to V. R. Govindarajan (Govi), Director, Perfios Software Solutions Pvt Ltd, Bangalore ( >http://bit.ly/F4TPerfios), and the answer you get is a resounding ‘yes.’

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1st August 2010

Personal finance solution through Web

People having one or more investment and expense categories have to monitor their cash flow and investment returns through such mechanisms as spreadsheets. While there are a few solutions that provide a place holder for registering all cash flow transactions and investments, they are quite primitive.

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29th July 2010

Tech Tools for your Money

On 19th June, Moneylife Foundation and IDBI Mutual Fund held a workshop for mutual fund investors on the free online tools offered by leading registrars, Karvy and CAMS (Computer Age Management Services), to track portfolios.

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1st July 2010

Managing personal finance made easy by Perfios

Bangalore: Though the use of software to manage personal finance is still in its nascent stage in India, V.R. Govindarajan, Co-founder and Director of Perfios is bullish on this space, where spreadsheets have dominated all these years.

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19th March 2010

Perfios announces Series ‘A’ Funding

Bangalore based Perfios offers a Personal Finance Software Solution that provides a 360 degree view of one’s Personal Finance with very little manual effort.

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1st February 2010

Perfios now supports Futures and Options Transactions

Futures & Options transactions are now supported by the Perfios, my favorite online PF manager. Equity reports will now reflect your F&O transactions. As far as I know, this feature is first introduced by the Perfios in India.

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1st January 2010

Perfios launches a Comprehensive Personal Finance Software

Perfios.com, India’s fastest growing web based Personal Finance software is a unique service in India because for the first time, users can aggregate their financial data from more than 100 financial institutions automatically and get a 360 degree view of their financial affairs in an instant. Perfios has launched this service a year back and it’s FREE for all users.

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17th December 2009

Getting lost in paperwork? Let an online tool manage your finances

You tracked the right funds, researched hard to get the hot stock, scanned various bank websites to get the lowest interest rates on your home loan and, last but not the least, hired an advisor to make the right choices.

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1st November 2009

Perfios updates : A must have Money Manager

We already reviewed Perfios, an excellent online personal finance manager. “Perfios is for anyone who wishes to solve the problem of managing wealth distributed among various asset classes and among various institutions”.

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1st November 2009

Perfios : Your online Personal Finance Manger

The users of Yodlee might know about the usefulness of an online Personal Finance Manager. It would automatically fetch all your bank and investment transactions from the supported banks and brokers and automatically categorize them for easy management.

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