Smart Investing Made Simple.

Why Choose Perficio for Your Investments?

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Personal Financial Planning

Helping you plan for your goals like retirement, children’s education, or wealth building – based on your risk appetite and income..

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Smart Investment Advice

Guidance on where to invest in mutual funds, stocks, gold, real estate, or overseas – with regular reviews and portfolio updates.

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Alternate Investment Options (AIF & PMS)

Support in investing in premium options like Private Equity, Venture Funds, and Portfolio Management Services (PMS) for high net worth individuals.

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Succession & Estate Planning

We help individuals and families plan smooth, tax-efficient transfer of assets through wills, family trusts, and guidance on nominations, joint ownership, and inheritance laws—ensuring legal clarity and continuity.

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Global Investment Advisory

Guiding on LRS (Liberalised Remittance Scheme) routes, foreign equity/debt investments, US stock markets, ETFs, etc.

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Startup & Angel Investment Advisory

For clients keen on investing in early-stage ventures or alternate investment platforms. Includes due diligence, risk profiling, and exit strategies.