We believe onboarding a client is like an Indian wedding – a lifelong partnership where we stay committed to their financial well-being at every stage.

Founded in 2003, Gera Wealth Pvt. Ltd. is a boutique wealth management firm and AMFI-registered Mutual Fund Distributor. For over 22 years, we have been guiding individuals, families, and businesses towards financial freedom through disciplined investing, risk management, and personalized financial solutions.

We provide a one-stop solution for investments and protection:

• Investments: Mutual Funds, Bonds, Non-Convertible Debentures (NCDs), Market-Linked Debentures (MLDs)


• Insurance Solutions: Life Insurance, Health Insurance (including Critical Illness), Motor & Home Insurance, Personal Accident Cover, Shopkeeper Policies, Directors’ Liability Insurance, and more

Our goal is to create tailored strategies that match each client’s goals, needs, and risk profile.

We believe every financial journey is unique. That’s why we follow a structured, time-tested process:

1. Understanding You – Assess your financial position, goals, and relationship with money


2. Risk Profiling – Administering our Client Risk Tolerance Questionnaire (CRTQ)


3. Goal Mapping – Identifying short- and long-term life goals


4. Tailored Strategy – Designing customized investment & protection plans


5. Regular Reviews – Monitoring and adjusting to life changes, market movements, or evolving needs

We treat client onboarding like an Indian wedding – a lifelong commitment to your financial well-being.

✅ 22+ years of experience in wealth management
✅ Client-first approach – we grow only when you grow
✅ Serving not just our clients, but now also the second generation of their families in their financial freedom journey
✅ Holistic financial solutions under one roof
✅ Transparent, process-driven, and research-backed advice
✅ Long-term partnership mindset