Perfios Software Solutions
wealthtech-retail . personal finance management . software/whitelabel/apis-insurtech . bankingtech . new core banking solutions
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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.
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.
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:
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:
Momentum
FUNDED
YES
TOTAL FUNDING:
$2 M
LISTED
NO
FUNDING SERIES
SERIES A · $2 M · ---