Perfios launches a Comprehensive Personal Finance Software

1st January 2010, 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.

Perfios is for anyone who wishes to solve the problem of managing wealth distributed among various asset classes and various institutions. If you have bank accounts, credit cards, Mutual Funds, Equity etc with multiple institutions, how often have you felt - ‘What if ALL of this could be accessed at one place?’ Perfios addresses exactly this aspect and provides access across asset classes, Loans, Insurance and Credit cards on one platform.

What exactly does Perfios do?

(1) Perfios automatically updates the portfolio of a user from financial institutions (like Citibank, Sharekhan, Karvy etc) using patent pending security architecture. Currently, it supports about hundred odd institutions.

(2) It gives a 360 degree view of the finances. It supports almost all of the asset/liability classes like: Savings Banks, Credit Cards, Mutual Funds, Equities, Fixed Deposit, Small Savings, Real Estate, Misc. assets, Cash register, Insurance etc.

(3) Also computes capital gains,

(4) Automatically categorizes the transactions,

(5) Provides various Quick reports for deeper analysis,

(6) Tracks movement of money between accounts using transfer categories,

(7) Gives a neat Dashboard view of your financial health,

(8) Also provides a safe and secure electronic vault to keep all your documents!

(9) Share accounts with other Perfios users (family and or Tax Consultant)

People behind Perfios?

Perfios is created by individuals who are backed by extensive years of experience in the software domain and are further backed by financial domain experts from various financial institutions. The members of the Perfios think-tank have had long, successful stints at organizations leveraging the best-of-the-breed technologies to build intuitive, secure software applications for the Banking and Financial Services (BFS) sector. The founding team members have served as C-level executives in several multinational organizations and have been instrumental in setting up and managing global delivery teams. The members have also successfully transformed several start-up software companies into large, profit-making enterprises. For more details visit

safe and secure

Perfios is Information Security Management Certified (ISO 27001) Security Seals Certified Seal Privacy Seals Business Seals ISO 27018