Perfios Software Solutions

wealthtech-retailpersonal finance managementsoftware/whitelabel/apis-insurtechbankingtechnew core banking solutions

FOUNDING YEAR: 2008
LOCATION: India
Last Update: 08/09/2020

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About

Perfios is a Bangalore,India based company that is introducing an personal finance software application to manage personal finance and help users analyze and understand their personal finance.

MEDICI Analysis

Perfios is a Bangalore,India based company that is introducing an personal finance software application to manage personal finance and help users analyze and understand their personal finance.

Focus

PRODUCTS & SERVICES

Web-based personal finance application-complete overview of personal status including investment,policies,loans and fixed deposits.

REVENUE MODEL

The company follows freemium based and ad-based revenue model

MAIN CLIENTS

PWC

Reliance

HDFC

Lendingkart

COMMENT

Perfios also helps in computing income tax and storing financial doucments.

company provided insights

Traction

ACTIVE USERS:

0.2000

People

FOUNDERS

Debasish Chakraborty

V.R. Govindarajan

BOARD MEMBERS AND ADVISORS

P. Surendra Pai

V. Chandrasekaran

Dr. Sridhar Mitta

Dr. Ashish Gupta

NUMBER OF EMPLOYEES

11-50

INVESTORS:

A.G Muralikrishnan

Bessemer Venture Partners

Dr. Ashish Gupta

P.S Pai

V.Chandrasekaran

Warburg Pincus

Momentum

FUNDED

YES

TOTAL FUNDING

$56.1 M

DATE OF LAST FUNDING

Nov 2019

FUNDING SERIES

SERIES A  · $6.1 M  · Apr 2017

SERIES B  · $50 M  · Nov 2019

LISTED

NO

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Perfios Software Solutions Pvt. Ltd.

About

Perfios is a Bangalore,India based company that is introducing an personal finance software application to manage personal finance and help users analyze and understand their personal finance.

Focus

PRODUCTS & SERVICES

Perfios is the leading product technology company in the FinTech space enabling Financial Institutions in realtime decisioning, analysis and credit underwriting. Perfios helps in banks statement analysis (APIs and portal), e-verification, financial analysis, Fraud check, Form 26AS, ITR, PAN, Aadhar, Personal Finance Management APIs etc. Perfios currently works with 100+ clients including Banks, NBFCs, Digital Lending platforms, Mutual Fund Companies, Insurance companies etc., in India and abroad.

REVENUE MODEL

The company follows freemium based and ad-based revenue model

Traction

ACTIVE USERS/ACCOUNTS:

0.2000 Million

LIVE USERS/TRANSACTIONS:

No live users/transaction yet

People

NUMBER OF EMPLOYEES

11-50

BOARD MEMBERS AND ADVISORS:

P. Surendra Pai, V. Chandrasekaran, Dr. Sridhar Mitta, Dr. Ashish Gupta

INVESTORS:

A.G Muralikrishnan

Dr. Ashish Gupta

P.S Pai

V.Chandrasekaran

Momentum

FUNDED

YES

TOTAL FUNDING:

$2 M

LISTED

NO

FUNDING SERIES

SERIES A  · $2 M  · ---