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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
© 2020 Gera Wealth. All rights reserved.
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.