About Perficio
Our Journey of Excellence
Perficio Advisory Services Private Limited, incorporated in 2023 and headquartered in Mumbai, is a forward-thinking advisory firm. Our foundation is built on the principle of accomplishing excellence in every aspect of Health, Wealth, and Taxation Planning. The name "Perficio," derived from Latin, signifies " to accomplish," "to complete," or "to bring to perfection," reflecting our dedication to delivering thorough and transformative outcomes.
We believe that true success is found at the intersection of financial discipline, physical well-being, and regulatory compliance. At Perficio , we provide integrated advisory solutions that are customized, compliant, and aligned with the evolving needs of individuals, professionals, and businesses. We don "t just advise — we accomplish, perfect, and deliver.
Meet Our Visionary Founders
UK-qualified Physiotherapist
With a Masters in Advanced Physiotherapy (UK), she brings extensive experience in preventive healthcare, lifestyle-linked financial planning, and rehabilitative support. Her expertise ensures our financial advisory is informed by holistic health insights, creating strategies that support both financial freedom and physical well-being.
Chartered Accountant & Legal Expert
Holding a Masters in International Trade Laws (Switzerland), she has a strong foundation in direct and indirect taxation, international structuring, and compliance advisory. Her expertise drives our core financial and regulatory service verticals, offering clients actionable, ethical, and globally aligned solutions.
Together, these two dynamic women professionals bring a multidimensional approach to advisory services, making Perficio a one-of-its-kind platform that integrates fiscal strength with lifestyle resilience.
Empowered by Strategic Partnership
Perficio is proudly backed by the capabilities of its Principal Consultants — distinguished Chartered Accountants with deep expertise across Indirect Taxation, Statutory Audits, Litigation, and Business Advisory. Their combined experience brings a highly capable team of qualified and semi-qualified professionals, enabling us to deliver technically robust, compliant, and insight-driven services across all verticals.
Meet Our Principal Consultants
Our leadership brings together decades of experience in taxation, audit, and advisory — delivering excellence across industries.
CA Manvi
Principal Consultant
CA Manvi, a distinguished Chartered Accountant and All India Rank 46 holder, brings over 8 years of rich professional experience with Deloitte Haskins & Sells LLP, where she handled diverse assignments across Statutory Audits and Indirect Taxation. Based in Agra, she actively oversees professional engagements across the Western region of Uttar Pradesh, delivering comprehensive tax and assurance services.
She possesses strong expertise in GST Managed Compliance, business transaction advisory, and representation before tax authorities, along with extensive experience in handling core litigation and departmental proceedings. As Principal Consultant, she leads the firm's Indirect Taxation, Litigation, Liaisoning, and Statutory Audit practice, providing technically sound, practical, and result-oriented solutions to clients across industries.
CA Shabd
Principal Consultant
CA Shabd, an All India Rank 21 holder, brings over 5 years of post-qualification experience in managing indirect tax compliance, advisory, and litigation assignments across industries including manufacturing, exports, and retail. He has also worked with Lakshmikumaran & Sridharan, gaining focused exposure to high-stakes tax litigation and advisory matters.
A Post Graduate Diploma holder in GST from Maharashtra National Law University, Mumbai, he combines strong technical expertise with process-driven execution. As Principal Consultant, based in Agra and catering to the Western region of Uttar Pradesh, he specializes in Indirect Taxation, Tax Technology, Financial Process Review, and Business Automation, delivering structured, technology-enabled, and litigation-ready solutions to clients across sectors.
CA Saurabh
Principal Consultant
CA Saurabh is a qualified Chartered Accountant with over 13 years of experience in tax advisory, compliance, and litigation support, having worked with leading CA firms and multinational corporations including General Electric. He has extensive expertise in managing end-to-end compliance frameworks for multinational and large domestic businesses, ensuring alignment with evolving regulatory requirements.
He specializes in Goods and Services Tax (GST), with hands-on experience in implementation, conducting health checks, audits, and delivering structured training programs for client teams. Known for his practical and litigation-ready approach, CA Saurabh provides commercially viable GST solutions across diverse sectors, enabling organizations to effectively manage compliance, mitigate risks, and navigate complex tax landscapes with confidence.
Why Choose Perficio?
Professional Expertise
Our team comprises CAs, CFPs, and insurance specialists with deep industry-specific knowledge.
Technology-Driven
Leveraging AI-powered tax optimization, mobile apps, and secure digital platforms for efficient service.
Regulatory Compliance
As a SEBI-registered RIA, IRDAI-licensed, and ICAI member, we ensure full regulatory adherence.
Global Reach
Serving a diverse clientele across India, Middle East, Asia-Pacific, Europe, and North America.
Client-Centric
Enjoy dedicated relationship managers, 24/7 support, and multilingual services tailored to your needs.