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.
Mutual fund is essentially is a Trust. Mutual Fund is a link between the capital market and the Investors.
We identify the whole situation and then with a Chartered Accountant’s Guidance help them effectively reduce the Tax Liability.
The 8% Government of India Savings (taxable) bonds, 2003 is a bond issued by the Reserve Bank of India.
In India, the prevailing health care scenario has not been of a high order that prevails in developed nations.
The hardest part of writing a will is often finding the will to write it. After all, it’s a document you hope won’t be used for a long time.
We offer Capital Gains Bond under Section 54EC of the Income Tax Act, 1961.
Peer-to-peer lending is a popular alternative to taking out a traditional loan from a bank.Most peer-to-peer loans are personal loans...
In India, the prevailing health care scenario has not been of a high order that prevails in developed nations.
Use these financial calculators to help reduce your money stress and get motivated to take control of your finances by identifying your stress points and giving it a positive spin. Be realistic and honest. Make the most of your income. Small steps are key and start by taking one today!
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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. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are 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-147697: 11th June 2027.