COMPANY PROFILE

"AMFI-registerd Mutual Fund Distributor"

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About Us

Founded in 2003, Gera Wealth Pvt. Ltd. (GWPL) is an AMFI Registered Mutual Fund Distributor with over 22 years of experience in helping clients plan and achieve their financial goals.

We provide a one-stop platform for investment solutions across Mutual Funds, Bonds, Non-Convertible Debentures (NCDs), Market-Linked Debentures (MLDs), along with protection solutions including Life Insurance, Health Insurance (including Critical Illness cover), Personal Accident, Vehicle, Home, Shopkeeper, and Director Liability Insurance.

At GWPL, our endeavor is to assist clients in their financial freedom journey through a structured and time-tested process. Over the years, we’ve grown alongside our clients, and today we are privileged to assist the second generation of families in designing their financial roadmaps.

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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.

Company Profile

OUR MISSION

To Educate, Empower & Inspire people to live with Financial Freedom.

OUR VISION

Happiness for all through Financial Literacy.

OUR MANTRA

Creating Wealth by Managing it Wisely.

“Over the years, we have had the privilege of guiding our clients through their financial journey, and today, we are proud to also assist the second generation of their families in designing their path towards financial freedom.”

Who We Are

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.

What We Do

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.


How We Work

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.

Why Choose Us

✅ 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