Pankaj Gera | Gera Wealth Private Limited

About

Gera Wealth Pvt Ltd is Mutual Fund Distributors assisting nearly 1000 clients for 20 years to achieve their financial goals. Besides Mutual Funds, we also distribute PMS (Portfolio Management Service), Bonds, NCD and various financial investment products.

Practice at a glance

18

Years of Experience

700

Families Served

₹325

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

CFA – Chartered Financial Analyst

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Pankaj.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review