Perpetual Wealth Management Information

Perpetual Wealth Management was established with a mission of creating financial literacy & helping people from different parts of the society to evaluate and streamline their Finances. We help clients meet their important life goals by preparing a customized Comprehensive Financial Plan and also by providing help in its implementation. We follow a very robust mechanism to derive solutions for every financial problem. We believe in building strong trust based relationship for a lifetime as we look beyond monetary benefits and ensure that we deliver the whole organisation for the benefit of our clients. That is why, the majority of our clients are referrals from our existing satisfied clients. Services We Offer: Financial Planning: We follow our proprietary 6 Step Financial Planning Method to create a comprehensive financial plan. Equity: PWM focuses on getting clients invested in quality businesses that consistently deliver return on capital significantly higher than the cost of capital. Mutual Funds: We help client identify the right Fund to invest in as per his/her risk appetite, tenure & financial goal. Fixed Income: We offer Fixed Income products such as corporate bonds, Non-convertible Debentures, Market-Linked Debentures, which yield a high fixed return monthly, quarterly or yearly. Stock Broking: Perpetual Wealth Management are NSE & BSE registered Sub-Brokers of Axis Securites/Direct since 2020. Investor can call in to trade or can use their mobile application or website to trade in Equity, Futures & Options, Mutual Funds, Commodities and Currency. We offer competitive brokerage rates in all the segments as listed above.