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"AMFI-registerd Mutual Fund Distributor"
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"AMFI-registerd Mutual Fund Distributor"
Mr. Pankaj Gera, Founder and Mentor at Gera Wealth Pvt. Ltd. (GWPL), is a CFP® professional (CERTIFIED FINANCIAL PLANNER®), CFA (ICFAI), QPFP™, and Certified Life Planner, with over 35 years of industry experience.
He firmly believes in the philosophy of financial abundance—a state achievable through disciplined planning and mindful financial practices. His vision to make financial well-being accessible to all continues to shape GWPL’s mission of guiding clients on their lifelong financial journeys.
To spread financial literacy, Mr. Gera regularly conducts Investor Awareness Programs, helping individuals and families design their financial freedom roadmap.
In his professional journey, he has worked with some of the most respected organizations, including:
Beyond his professional expertise, Mr. Gera is an enterprising entrepreneur, passionate traveler, disciplined fitness enthusiast, and avid networker who values relationships and cherishes time with family and friends.
© 2020 Gera Wealth Pvt. Ltd. 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: 11th June 2027.
SIF EUIN Code : E13838
Important Links | SID/SAI/KIM | Code of Conduct | SEBI Circulars | AMFI Risk Factors