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.
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)