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Gera Wealth is a boutique WealthEstablished in 2003, Gera Wealth is AMFI registered Mutal Fund Distributor. We provide a one-stop solution to investments in varied products like mutual funds, bonds, NCD (Non-Convertible Debenture), MLD (market-linked Debenture) etc. and protection like life insurance, general insurance (personal accidental policy, vehicle insurance, house insurance, Director liability insurance, shop keeper policy, health insurance (including Critical Insurance etc. Our endeavor is to assist our client in achieving their financial freedom. We follow a set process which has been successfully tested over past 17 years to arrive tailor made solutions for our client based on their requirement and risk profile. We treat on-boarding of client as an Indian Wedding wherein we are committed to our client well-being and assisting client to their Lifelong financial journey.
The on-boarding process starts in-depth understanding of client current position situation, their risk profile thru administration of CRTQ (Client Risk Tolerance Questionnaire), their relationship with Money and understanding of their life goals, laying down financial path towards achievement of those goals and helping them to walk the path. We believe in conducting regular review to assess any change in circumstances goals so as to make change in financial path for the client.
Our Mission is to Educate, Empower & Inspire people to live with financial Freedom.
Happiness for all through Financial Literacy.
Creating wealth by managing
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