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

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.