"AMFI-registerd Mutual Fund Distributor"

Welcome To GERA WEALTH PVT. LTD.

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.

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....

Use these financial calculators to help reduce your money stress and get motivated to take control of your finances by identifying your stress points and giving it a positive spin. Be realistic and honest. Make the most of your income. Small steps are key and start by taking one today!

20

Years

2000

Individuals

260+

Families

292 Cr+

AUM

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