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Mr. Pankaj Gera, our founder and mentor at Gera Wealth is a Certified Life Planner with almost 35 years of industry experience.
Mr. Pankaj Gera is also a Certified Financial Planner and is a firm believer in the concept of financial abundance when practiced and followed righteously. He envisioned financial benefits for one and all in his early years of financial practice as a financial planner & investment advisor.
He loves sharing the very concept of financial abundance and how to reach there through his Investor Awareness Programs which are a regular concept of Gera Wealth Creators now.
He is being a very enterprising professional all throughout with experience as an entrepreneur and prior to that as Business Head for CFL vertical with Havells India Ltd.
Mr. Gera has worked with some of the leading names in industry like Amul India, Sterling Resorts." Include Godrej Appliance, Havells India Ltd. Substitue Amul India with Gujrat Co-operative Milke Marketing Federation Ltd (known by its Brand - Amul - The Taste of India), Sterling Resorts with Sterlin Holiday Resorts.
Personally he loves networking and spending time with friends and loved ones. He is a passionate traveler and loves to explore the world and a very disciplined fitness enthusiast.
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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.