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"AMFI-Registered Mutual Fund Distributor"
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"AMFI-Registered Mutual Fund Distributor"
The Indian scenario on succession planning
Newspaper articles suggest that there are more than 95% people who die without writing a Will. The number of cases pending in Indian courts as distribution of assets in absence of a Will related to property disputes are in lacs. Thus to reduce such property disputes, one must write down a proper will. An individual works for several years to buy assets and he wish to distribute them to his loved ones as per his wishes but after his death, if he has not done the estate planning, law will decide the beneficiaries and not his wishes.
We will make will writing easy with the help our associate legal team. If you wonder whether you need to make a will or not, you need to speak to our life planner on board, Mr. Pankaj Gera and once you are convinced on the benefits of having a will, you can connect to us for the following services:
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. Gera Wealth Pvt Ltd deals in Regular Plans only for Mutual Fund Schemes and earn Trailing Commission on client investments. Disclosure For Commission is mentioned under the disclosure section. Details of the commissions that we receive from AMCs are provided separately under our Commission Disclosure section. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. Gera Wealth Pvt Ltd is not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN-147697 | Date of initial Registration: 12th June 2018 | Current validity of ARN: 11th June 2027.
AMFI Registered SIF Distributor | ARN–147697 | Date of initial Registration: 18 Sep 2025 | Current validity of ARN: 13-June-2028.
APMI Registered PMS Distributor | APRN-00229 | Date of initial Registration: 31 Mar 2026 | Current validity of ARN: 30 Mar 2029.
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Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns and there is no assurance of capital protection or guaranteed returns.
Gera Wealth Pvt Ltd is an AMFI Registered Mutual Fund Distributor (ARN-147697). We distribute regular plans of mutual fund schemes and may receive commission from Asset Management Companies. Details are available on our Commission Disclosure page. The content of this website is for general information only and should not be construed as investment advice or research.
Registration granted by SEBI and certification from NISM/AMFI in no way guarantee performance of the intermediary or provide any assurance of returns to investors.