- +91 7503020114/15/16/17
-
.png)
.png)
Setting short-term, mid-term, and long-term financial goals is an important step toward becoming financially secure. If you aren’t working toward anything specific, you’re likely to spend more than you should. You’ll then come up short when you need money for unexpected bills, not to mention when you want to retire. You might get stuck in a vicious cycle of credit card debt and feel like you never have enough cash to get properly insured, leaving you more vulnerable than you need to be to handle some of life’s major risks.
Most of the people start investing with out any clear goal in mind. It is some thing similarto getting into car ang asking cab driver to drive without specifying where passenger wants to go. We help you in clearly specifying the financial goals for which you wish to achieve. Goals can be short term like accumulating corpus to purchase mobile, car, house or goging onvacation etc, medium term - like corpus to purchase house, musical instrument, corpus for education/ marriage of child/ children etc. or long term like retirement et. Each goal will have different risk profile and hence would requirement suitable product to achieve the same.
© 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.