About us – Perpetual Wealth Management

about us

Perpetual Wealth Management was established in 2019 with a simple mission: make financial planning accessible and meaningful for everyone. We guide our clients to evaluate, streamline, and grow their wealth, helping them make informed decisions at every stage of their financial journey. By combining disciplined, long-term investing with deep market research, we aim not just to grow your wealth, but to protect it, create opportunities, and help you leave a legacy.

VISION

Grow, protect, and pass on wealth with purpose.

MISSION

Simplifying financial journeys with research-driven strategies.

CORE VALUE

Integrity. Discipline. Client-first. Long-term growth.

Meet Our Team

We believe great financial outcomes start with strong relationships and understanding our clients’ goals. Our leadership team brings investment expertise, strategic insight, and a client-focused mindset to every portfolio we manage.

Rohit Oswal

Founder

Rohit Oswal

Founder

With over 7 years of hands-on experience in wealth advisory, Rohit has become a trusted guide to a diverse set of clients—ranging from salaried professionals and startup founders to CXOs and family business owners. He has successfully helped clients navigate volatile markets, identify long-term opportunities, and avoid common behavioural pitfalls that derail wealth creation. Rohit’s approach is data-backed yet deeply personal, ensuring each portfolio is aligned with a client’s risk appetite, life goals, and values. He is also passionate about investor education, frequently conducting sessions on portfolio rebalancing, asset class behaviour, and market psychology. His calm, rational, and methodical mindset is appreciated by clients, especially during uncertain market phases.

✔ Core Strengths:

Strategic Asset Allocation

Equity & Mutual Fund Research

PMS & AIF Advisory

Multi-generational Wealth Planning

Behavioural Coaching for Investors

“Resilience and rationality—not returns—are the true foundation of long-term wealth.”

Neha Katariya

Investment Advisor & Wealth Strategist

Neha Katariya

Investment Advisor & Wealth Strategist

An MBA graduate from Jain College, Bangalore, Neha has been an integral part of Perpetual Wealth Management since 2019. With over 5 years of experience in financial advisory, she currently manages a portfolio of 100+ clients, including professionals, business owners, and NRIs. Neha specializes in delivering goal-oriented, tax-efficient investment strategies. Her strengths lie in:

Mutual Fund Portfolio Curation & Rebalancing

PMS & AIF Recommendations

NRI Investment & Repatriation Support

Client Lifecycle Planning & Review Known for her methodical planning and client-first approach, Neha ensures every portfolio is not just aligned with the markets—but with the client’s unique life goals. Her ability to simplify complex financial concepts makes her a trusted advisor for both new and seasoned investors.

“Clarity, consistency, and care are the three pillars of effective wealth management.”

Rushikesh Bodhe

Equity Dealer & Investment Advisor

Rushikesh Bodhe

Equity Dealer & Investment Advisor

Rushikesh is an experienced Equity Trader and Investment Advisor with over 7 years in the Indian Capital Markets. He brings deep expertise in trading, technical analysis, and short-term market strategies. Known for his disciplined approach to trading and sharp market insights, Rushikesh supports clients with:

Intraday & positional equity strategies

Market timing and trade execution support

Mutual Fund Portfolio Curation & Rebalancing

PMS & AIF Recommendations