"AMFI-registerd Mutual Fund Distributor"

Welcome To GERA WEALTH

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.

What we do

Mutual Fund

Mutual fund is essentially is a Trust. Mutual Fund is a link between the capital market and the Investors.

Tax Planning

We identify the whole situation and then with a Chartered Accountant’s Guidance help them effectively reduce the Tax Liability.

NCD AND BONDS

The 8% Government of India Savings (taxable) bonds, 2003 is a bond issued by the Reserve Bank of India.

General Insurance

In India, the prevailing health care scenario has not been of a high order that prevails in developed nations.

Will Drafting

The hardest part of writing a will is often finding the will to write it. After all, it’s a document you hope won’t be used for a long time.

Capital Gain Bonds

We offer Capital Gains Bond under Section 54EC of the Income Tax Act, 1961.

Person To Person - P2P

Peer-to-peer lending is a popular alternative to taking out a traditional loan from a bank.Most peer-to-peer loans are personal loans...

Health Insurance

In India, the prevailing health care scenario has not been of a high order that prevails in developed nations.

GIVE GOALS TO YOUR INVESTMENTS....

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17

Years

1100

Individuals

400

Families

110 Cr

AUM