About Us
Perpetual Wealth Management was established in 2019, with a mission of creating financial literacy & helping people from different parts of the society to evaluate & streamline their Finances. We believe in simplifying your financial journey, and treating every Rupee as an investment in financial future you want to create. We strongly believe that investing in great businesses, for long term, is the most effective path in creating wealth.
We believe in building strong trust based relationship for a lifetime as we look beyond monetary benefits. With this in mind our team is of diverse background and knowledge of markets and opportunities to create value to our clients by adapting to dynamic market and a fast changing world.
At Perpetual Wealth Management we are committed to give our customers the best services and holding to core value which is always to place our client’s interest first.
We believe in building strong trust based relationship for a lifetime as we look beyond monetary benefits. With this in mind our team is of diverse background and knowledge of markets and opportunities to create value to our clients by adapting to dynamic market and a fast changing world.
Meet The Team
Brains and Hearts behind Perpetual
Rohit Oswal
Partner
A professional entrepreneur having 4 years experience in Indian Capital Markets, completed his MSc Financial Management in 2016 from Middlesex University, London and BBA IT From Symbiosis University, India. Also running one of India’s First Sustainable Clothing Brand. Has a combined working experience of 8 years running startups and in Finance.
Neha Katariya
Investment Advisor
A MBA graduate from Jain College, Banglore. Neha joined Perpetual Wealth Management in 2019 as a Investment Advisor. As an advisor she helps the clients with goal identification and goal planning to create & implement personalised financial plans. Being a social person, it helps her create long lasting & meaningful relations
with clients.
Rohit Oswal
A professional entrepreneur having 4 years experience in Indian Capital Markets, completed his MSc Financial Management in 2016 from Middlesex University, London and BBA IT From Symbiosis University, India. Also running one of India’s First Sustainable Clothing Brand. Has a combined working experience of 8 years running startups and in Finance.