Pricing

 
 
 
 
 

PRICING

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
4/month
(only upload)
10/month
unlimited*
Document Storage
2/month
10/month
unlimited*
Automatic handling: Equity Bonus, Split, Dividend etc
Reports – PDF / Excel / HTML
SMS Alerts
Export Data
Password Backup
Email Alerts and Reminders
Reports – Table, Graphs & Charts
Subscription Fees FREE Rs. 499 / year Rs. 1499 / year

You agree to use the product only for your personal use. For any use of the solution for commercial purposes,
as a wealth manager, please contact us at support@perfios.com 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 Platinum SLA (for more details read our T&C)
  • ** subject to Standard SLA (for more details read our T&C)
  • Prices mentioned above are in INR and exclusive of Service Tax. No Refund.
  • # subject to Gold SLA (for more details read our T&C)

safe and secure

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