ABOUT US
Established in 2019, Perpetual Wealth Management aims to promote financial literacy and assist people from all walks of life in evaluating and optimizing their finances. We are dedicated to simplifying your financial journey and treating every rupee as an investment in the financial future you aspire to create. Our philosophy is that investing in excellent businesses for the long term is the most effective way to build wealth. We prioritize building strong, trust-based relationships that extend beyond financial gains.
Our team is composed of individuals with diverse backgrounds and extensive knowledge of markets and opportunities, enabling us to create value for our clients by adapting to dynamic markets and a rapidly changing world. At Perpetual Wealth Management, we are committed to providing the best services and adhering to our core value of always placing our clients' interests first.
Perpetual Distribution Services is an AMFI certified Mutual Fund Distributor also a qualified Insurance Advisor / Retirement Advisor / Certified Financial Planner. Currently we are handling more than customers in and outside India.
We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalised financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.
As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything