"AMFI-Registered Mutual Fund Distributor"
This page (together with the Privacy Policy and Investor Services Agreement referred to herein) explains the terms of use ("Terms") of using the website and services ("Services") provided by GERA WEALTH & its website www.gerawealth.com (Referred to as “Company” thereafter).
If you do not agree with these Terms, you may please discontinue using the services.
A Using Our Service The company is amongst India's most valued and friendly investing services. We help our clients invest their savings in various financial products, based on their goals. Using our services does not give you ownership of any intellectual property rights, including any branding or logos, in our services or the content you access. You may use content from our services with our prior permission and attribute ownership appropriately. For investing in Mutual Funds, we provide execution services.
Further we are becoming Referal Partner for stock portfolio on Smallcase, which we will be sharing shortly to be updated on website. Also we need to provide additional button to client for our microwebsite wherein they can log to subscribe to small case. Let me know what info do u need
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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. Gera Wealth Pvt Ltd deals in Regular Plans only for Mutual Fund Schemes and earn Trailing Commission on client investments. Disclosure For Commission is mentioned under the disclosure section. Details of the commissions that we receive from AMCs are provided separately under our Commission Disclosure section. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. Gera Wealth Pvt Ltd is 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.
AMFI Registered SIF Distributor | ARN–147697 | Date of initial Registration: 18 Sep 2025 | Current validity of ARN: 13-June-2028.
APMI Registered PMS Distributor | APRN-00229 | Date of initial Registration: 31 Mar 2026 | Current validity of ARN: 30 Mar 2029.
Important Links | SID/SAI/KIM | Code of Conduct | SEBI Circulars | AMFI Risk Factors | Grievance Policy | AMFI Investor Complaints | Registration Disclosure
SEBI - SCORES for any grievances related to Mutual Fund and Capital Market : SEBI SCORES Portal
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns and there is no assurance of capital protection or guaranteed returns.
Gera Wealth Pvt Ltd is an AMFI Registered Mutual Fund Distributor (ARN-147697). We distribute regular plans of mutual fund schemes and may receive commission from Asset Management Companies. Details are available on our Commission Disclosure page. The content of this website is for general information only and should not be construed as investment advice or research.
Registration granted by SEBI and certification from NISM/AMFI in no way guarantee performance of the intermediary or provide any assurance of returns to investors.