I’m an investment advisor, I help individuals focus on their goals, write targeted business plans and create a successful prospecting plan. I work on set goals and intentions of individuals strength and confidence. Creating branded practice to attract affluent individuals opening doors to new possibilities. More
MBA in marketing
English, Hindi, Gujarati, Marathi
Mutual Fund Distributor
C 214, Business Court, Opp Brand Factory, 411037 Get Direction
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. - Finance: We help individuals and companies from various sectors raise funds for several purposes. We work with most trusted and active conglomeration of several Private Equity Fund House, NBFC’s, Nationalized Banks, Private Banks, etc through which we do Capital Raising, Debt Syndication etc for all our credible Clients. - Insurance: We help General & Life Insurance to our clients, as per their requirement. - 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.
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