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Broking/ Equity:

We add new institutions on a weekly basis, please keep revisiting the page to check the latest supported Institutions for automatic fetch of transactions. Currently we support around 700 Institutions in all, including E-Statement support. For all other institutions, please upload E-Statements that you receive directly from your Institutions. Perfios currently supports almost all the different formats available in India. list here

Banks:

AXIS (UTI) Bank
Allahabad Bank
Andhra Bank
Bank of Baroda
Bank of India
Bank of Maharashtra
Canara Bank
Central Bank of India
Citibank N.A.
Corporation Bank
Dena Bank
Development Credit Bank
Federal Bank
HDFC Bank
Oriental Bank of Commerce
Punjab National Bank
Standard Chartered Bank
State Bank of Bikaner and Jaipur
State Bank of Hyderabad
State Bank of India
State Bank of Indore
State Bank of Mysore
State Bank of Patiala
State Bank of Saurashtra
State Bank of Travancore
Syndicate Bank
Union Bank of India
United Bank of India
South Indian Bank
AXIS Bank (Corporate Banking)
Corporation Corp Net (Corporate Banking)
Standard Chartered Bank (Corporate Banking)
HDFC Bank (Corporate Banking)
ICICI Bank (Corporate Banking)
Kotak Bank (Corporate Banking)
State Bank of B&J Corporate
State Bank of Hyd. Corporate
State Bank of India Corporate
State Bank of Indore Corporate
State Bank of Mysore Corporate
State Bank of Patiala Corporate
Saraswat Bank
HSBC
ICICI Bank
IDBI
Indian Bank
Indian Overseas Bank
Kotak Mahindra Bank
ING Vysya Bank
Yes Bank
Vijaya Bank
RBS (ABN AMRO)
Deutsche Bank
Kotak Mahindra Bank
State Bank of Saur. Corporate
State Bank of Trav. Corporate

Credit Cards:

RBS (ABN AMRO)
AXIS Bank
American Express
Citibank N.A.
HDFC Card (linked to bank)
HSBC
ICICI Bank
Standard Chartered
State Bank of India
Deutsche Bank
Punjab National Bank
Kotak Mahindra
HDFC Card (not linked to bank)
IndusInd Bank
Andhra Bank
IndusInd Bank

Mutual Funds:

Bharti AXA Mutual Fund
Birla Sun Life Mutual Fund
DSP BlackRock Mutual Fund
Fidelity Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
ICICI Prudential Mutual Fund
ICICI Bank Ltd. (ICICIDirect)
Karvy MFS
Quantum Mutual Fund
Kotak Securities Ltd. (PMS)
Kotak Securities Ltd. (Online Trading)
HDFC BANK
Citibank N.A.
Deutsche PMS
Nippon India PMS
HDFC PMS
Ask Investment
Kotak Mahindra Bank MF
DSP MERRILL LYNCH LTD.
IDFC PMS
Karvy E-DOST (Deutsche Bank)
SBI Cap Securities (Trade Login)
Ask Wealth Advisors
ICICI Prudential PMS
Geojit BNP Paribas (Customer Login)
Future Capital
Principal Mutual Fund
FundsIndia
Nippon India Mutual Fund
Sharekhan Ltd.
Sundaram Mutual Fund
TATA Mutual Fund
UTI Mutual Fund
HSBC Ltd.
NJ Fundz MF (Client Desk)
IDFC Mutual Fund
Kotak Mahindra Mutual Fund

Broking/ Equity:

Aditya Birla Money (Apollo Sindhoori Capital Investments)
Cholamandalam Securities Ltd. (Electronic Contract only)
Citibank N.A.
DSP MERRILL LYNCH LTD.
HDFC BANK
ICICI Bank Ltd. (ICICIDirect)
ILFS DP
India Infoline Securities Pvt. Ltd.
Indiabulls Securities Ltd.
Integrated Enterprises (I) Ltd.
Kotak Securities Ltd. (PMS)
Karvy Stock Broking Ltd.
Kotak Securities Ltd. (Online Trading)
Nippon India PMS
Anand Rathi
HDFC PMS
Ask Investment
HDFC Securities
Edelweiss Broking Ltd.
Prabhudas Lilladher Pvt. Ltd
Emkay Global Financial Services Ltd.
Motilal Oswal (Home Page Login)
TATA Securities
IDFC PMS
Motilal Oswal (Online Trade)
RK Global Shares & Securities Ltd.
Religare Securities Ltd.
SBI Cap Securities
Sharekhan Ltd.
Standard Chartered Bank
Stock Holding Corporation of India Ltd.
VENTURA SECURITIES LTD.
Way2Wealth Brokers Pvt. Ltd. (E-Contract Note)
Karvy E-DOST (Deutsche Bank)
Parag Parikh Ltd. (PPFAS)
SBI Cap Securities (Trade Login)
Ask Wealth Advisors
ICICI Prudential PMS
Geojit BNP Paribas (Customer Login)
MF Global Securities
Future Capital
Motilal Oswal (DP Account)
Standard Chartered Securities

Fixed Deposits:

Andhra Bank
Bank of India
Canara Bank
Citibank N.A.
Corporation Bank
Federal Bank
State Bank of Bikaner and Jaipur
State Bank of Hyderabad
State Bank of India
State Bank of Indore
State Bank of Mysore
State Bank of Patiala
State Bank of Saurashtra
State Bank of Travancore
Union Bank of India
United Bank of India
Vijaya Bank
HDFC Bank
ICICI Bank
IDBI
Kotak Mahindra Bank
Oriental Bank of Commerce
Punjab National Bank

Small Savings:

State Bank of Bikaner and Jaipur
State Bank of Hyderabad
State Bank of India
State Bank of Indore
State Bank of Mysore
State Bank of Patiala
State Bank of Saurashtra
State Bank of Travancore

Insurance:

Aviva Life Insurance
Bajaj Allianz Life Insurance
Bharti AXA Life Insurance
Birla Sun Life Insurance
HDFC Standard Life Insurance
ICICI Prudential Life Insurance
Kotak Mahindra Life Insurance
Max New York Life
SBI Life Insurance
TATA AIG Insurance
Bajaj Allianz Life Insurance
LIC India

To check the list of Institutions whose E-Statements Perfios supports, click here

Automatic Update available at Perfios

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Mutual Funds:

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Fixed Deposits:

Small Savings:

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