About Perpetual Wealth Management
Perpetual Wealth Management is a Financial Services company based in Pune (India) founded in 2019. It provides investment services including mutual funds, equity trading, and portfolio management. It operates on a B2C model. Its Indian entity Perpetual Distribution Services Llp reported revenue of ₹12.3 Lakh. Perpetual Wealth Management offers products and services including Mutual Funds, Equity and Financial Derivatives, Fixed Income Products, Portfolio Management, and IPO Broking Service. Its focus areas include Finance, Investment Tech, Equity Trading and Broking Services. Its competitors include Muthoot Fincorp, Motilal Oswal Private Wealth and Muthoot Group.
Company details
Perpetual Wealth Management, based in Pune, India, helps clients achieve financial goals through personalized services. They offer mutual funds, equity and financial derivatives, fixed income products, portfolio management, and IPO broking. The company provides educational resources on stock markets and demat accounts to assist investors in making informed decisions. Services include professional financial advice and broking through NSE and BSE affiliations.
- Headquarters Pune, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website perpetualwealth.in
- Social LinkedIn Facebook Instagram
- Legal Name Perpetual Distribution Services Llp
- Date of Incorporation 28 Jun, 2020
- Annual Revenue₹12.3 Lakh
FY 2021
- EBITDA₹11.1 Lakh
FY 2021 · 90% margin
Associated legal entities of Perpetual Wealth Management
Perpetual Wealth Management operates through Perpetual Distribution Services Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2021) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Perpetual Distribution Services Llp CIN AAS-7224 | Active | 28 Jun 2020 | Pune, Maharashtra | ₹0.1 Cr | 2 | View details |
Products & Services of Perpetual Wealth Management
Perpetual Wealth Management offers a comprehensive portfolio of products and services, including Mutual Funds, Equity and Financial Derivatives, Fixed Income Products, Portfolio Management, and IPO Broking Service.
Pooled investment funds for diverse asset allocation and returns.
Platform for trading stocks and derivatives to generate long-term returns.
Secure options for risk-averse investors seeking steady income streams.
Professional management of investment portfolios for optimal growth.
Assistance in subscribing to initial public offerings for new investments.
Board of directors of Perpetual Distribution Services Llp (Perpetual Wealth Management)
Perpetual Distribution Services Llp is the primary company behind Perpetual Wealth Management. The board of Perpetual Distribution Services Llp currently have 2 directors; the longest-serving is Rohit Jayant Oswal, appointed in 2020. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rohit Jayant Oswal DIN 07762607 | Designated Partner | 28 Jun 2020 | 6 yrs 3 mo | Perpetual Distribution Services Llp |
| Vimla Jayant Oswal DIN 09079918 | Designated Partner | 24 Feb 2021 | 5 yrs 8 mo | Perpetual Distribution Services Llp |
Financials of Perpetual Wealth Management
Figures of Perpetual Distribution Services Llp, the primary company behind Perpetual Wealth Management, for FY 2021. Revenue was ₹12.3 Lakh. EBITDA was ₹11.1 Lakh (90% margin).
- ₹12.3 LakhRevenue · FY 2021
- ₹11.1 LakhEBITDA · 90% margin
Balance sheet, profit and loss, cash flow and ratios of Perpetual Distribution Services Llp are on its company page.
Detailed financial statements for Perpetual Wealth Management
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Competitors of Perpetual Wealth Management
Perpetual Wealth Management has 3 listed competitors in our database. They include Muthoot Fincorp, Motilal Oswal Private Wealth and Muthoot Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| muthootfincorp.com | 1887 | Thiruvananthapuram, India | 40,991 | Non-banking financial company specializes in providing a range of financial products & services | ||
| motilaloswalpwm.com | 2007 | Mumbai, India | 7,917 | Offers comprehensive wealth management services, including portfolio advisory and financial planning. | ||
| muthootgroup.com | 1887 | Ernakulam, India | 28,933 | Diversified operations are conducted across multiple industries by Muthoot Group. |
Detailed competitors of Perpetual Wealth Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Brokers and Dealers
3 companies that operate in the same segment as Perpetual Wealth Management (Brokers and Dealers) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Trading in stocks, mutual funds, and commodities is facilitated. | 1995 | Mumbai, Maharashtra, India | USD 263.15 M | 1,580 | ||
Trading and investment services are provided through an online platform. | 2000 | Mumbai, Maharashtra, India | USD 310.83 M | 3,228 | ||
Financial services encompassing wealth management and stock brokerage are offered. | 1994 | Mumbai, Maharashtra, India | USD 127.79 M | 1,160 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Perpetual Wealth Management
Perpetual Wealth Management was founded in 2019.
Perpetual Wealth Management is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
The primary company behind Perpetual Wealth Management, Perpetual Distribution Services Llp, reported revenue of ₹12.3 Lakh for FY 2021.
Perpetual Wealth Management, based in Pune, India, helps clients achieve financial goals through personalized services. They offer mutual funds, equity and financial derivatives, fixed income products, portfolio management, and IPO broking. The company provides educational resources on stock markets and demat accounts to assist investors in making informed decisions. Services include professional financial advice and broking through NSE and BSE affiliations.
Perpetual Wealth Management's top competitors include Muthoot Fincorp, Muthoot Group and Motilal Oswal Private Wealth.
Perpetual Wealth Management offers Mutual Funds, Equity and Financial Derivatives, Fixed Income Products, Portfolio Management, and IPO Broking Service.
Perpetual Wealth Management operates through Perpetual Distribution Services Llp.
The legal entities of Perpetual Wealth Management currently have 2 directors, including Rohit Jayant Oswal, Vimla Jayant Oswal.