Perpetual Investments

Build wealth and meet your financial goals with smart, disciplined, and tax-efficient investing that prepares you for emergencies. Partner with us to create a portfolio that works for you.

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Financial Freedom

Structure a disciplined investment habit that helps you work towards your goal of Financial Freedom.

Build Wealth

Harness the power of compounding to aim for long-term wealth creation through systematic investing.

Create Legacy

Aim to create a lasting legacy for your loved ones through prudent, long-term wealth accumulation.

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Why Us?

Perpetual Investments, with over 35 years of experience, serves over 3000 high-net-worth and retail clients spread across the world. We believe in a client-first approach, grounded in deep understanding and mutual trust. By analyzing your risk appetite and financial goals, we assist you in navigating the investment landscape. We offer a curated selection of investment options designed to help you pursue your financial aims with confidence.

35 Years
3000 Happy Clients
250 Recognitions
20 Countries

Our Services

At Perpetual Investments, we provide an array of financial solutions tailored to your unique goals. We specialize in the distribution of investment and protection products, offering a wide range of choices including Mutual Funds, Life Insurance, and General Insurance to help you build and secure your wealth.

Portfolio Review

Just like a regular health check-up, your investments need monitoring too. We provide regular portfolio assessments to track the performance of your schemes against their benchmarks. This process helps us spot underperforming assets and suggest corrective actions to safeguard your financial journey.

Mutual Funds

Navigating the mutual fund landscape can be complex. We help you cut through the noise by evaluating the risk-return characteristics of different schemes, ensuring your investment choices remain consistent with your long-term objectives. Invest with the confidence that your portfolio is built to last.

Insurance

Protecting what matters most is as important as growing your wealth. We provide access to a wide range of Insurance Solutions, including Term Life, Health, and Motor Insurance. We assist you in selecting the right coverage to ensure you and your loved ones are financially secure during emergencies.

Retirement Solutions

Your retirement years should be defined by freedom, not financial worry. We offer curated Retirement Solutions meant to build a substantial corpus for the long term. We help you align these investments with your timeline to ensure lasting security.

Legacy Solutions

Pass on your wealth as intended with our Legacy Solutions. We simplify the transfer of assets to your heirs by assisting with nominations and transmission. Secure your family's future by ensuring your financial heritage is transferred smoothly and efficiently.

Tax Saving Solutions

Retaining your earnings is vital for success. Our Tax Saving Solutions enhance efficiency by identifying investments that reduce tax liability while targeting capital growth. We help ensure your wealth expands without unnecessary erosion.