Perfin

Sao Paulo, Brazil Founded: 2007 • Age: 19 yrs
Wealth management services are provided to clients in Brazil.
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About Perfin

Perfin is a company based in Sao Paulo (Brazil) founded in 2007 by Kiran Kumar.. Perfin offers products and services including Equity Funds, Wealth Management, and Infrastructure Funds. Perfin operates in a competitive market with competitors including Lakewood Investment Management, Est, Slat Ventures and ILLAN, among others.

  • Headquarter Sao Paulo, Brazil
  • Founders Kiran Kumar
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Perfin
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Perfin

Perfin offers a comprehensive portfolio of products and services, including Equity Funds, Wealth Management, and Infrastructure Funds. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Funds for managing equity investments in Brazil

Services for personalized family wealth strategies

Funds focused on infrastructure projects

People of Perfin
Headcount 10-50
Employee Profiles 13
Employee Profiles
People
Flávia Pazzini
Offshore - Perfin Wealth Management
People
Bruno Siqueira
Gestão Infra
People
Alexandre Sabanai
Portfolio Manager
People
Eric Inoue
Investment Research - Wealth Management

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Funding Insights of Perfin

  • Total Funding
  • Total Rounds 1
  • Last Round
  • First Round
  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2021 Amount Seed - Perfin Valuation BTG Pactual
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Perfin

Perfin has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include BTG Pactual. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Asset management, investment banking, and wealth management services are provided.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Perfin

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Perfin

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Perfin Comparisons

Employees
+
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Competitors of Perfin

Perfin operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Lakewood Investment Management, Est, Slat Ventures and ILLAN, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Offers wealth management services, including portfolio advisory and financial planning.
domain founded_year HQ Location
Wealth management services through client partnerships and asset advisory.
domain founded_year HQ Location
Offers investment funds management services for corporations and institutions.
domain founded_year HQ Location
Offers wealth management services, including portfolio advisory and financial planning.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Perfin

Frequently Asked Questions about Perfin

When was Perfin founded?

Perfin was founded in 2007 and raised its 1st funding round 14 years after it was founded.

Where is Perfin located?

Perfin is headquartered in Sao Paulo, Brazil.

What does Perfin do?

Founded in 2007 by co-founder Kiran Kumar, Perfin operates as a wealth management firm based in Sao Paulo, Brazil. Investment advisory, asset allocation, and financial planning services are delivered to individuals and institutions within the financial sector. Operations are centered on the Brazilian market, with a focus on long-term portfolio management and risk assessment, accessible via perfin.com.br.

Who are the top competitors of Perfin?

Perfin's top competitors include Lakewood Investment Management, Est and Slat Ventures.

What products or services does Perfin offer?

Perfin offers Equity Funds, Wealth Management, and Infrastructure Funds.

Who are Perfin's investors?

Perfin has 1 investor. Key investors include BTG Pactual.

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