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.

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.

⚖️

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.

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.

Meet Our Principal Consultants

CA Manvi

CA Manvi

Principal Consultant

CA Manvi, AIR 46 holder, brings over 8 years of experience with Deloitte. She leads the firm's Indirect Taxation and Statutory Audit practice.

CA Shabd

CA Shabd

Principal Consultant

CA Shabd, AIR 21 holder, specializes in Tax Technology and Business Automation with experience at Lakshmikumaran & Sridharan.

CA Saurabh

CA Saurabh

Principal Consultant

CA Saurabh has 13+ years of experience in tax advisory, having worked with General Electric and leading CA firms.

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.