Gera Wealth Creators is a boutique Wealth Advisory firm engaged in providing holistic financial planning to individual as well as SME. We are mutual Fund distributor engaged in distribution of al mutual funds. Our endeavor is to assist our client in achieving their financial freedom. We follow a set process which has been successfully tested over past 14 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.
Our Services
FINANCIAL PLANNING
Financial planning is the process of setting your financial goals and then meeting those goals by allocating and managing.
Read MoreINVESTMENT PLANNING
Investment planning is part of the financial planning and is done to increase the client’s wealth based on his current financial situation.
Read MoreRETIREMENT PLANNING
Everyone wants a carefree and relaxed retirement and a number of people buy pension plans thinking that their pension plan.
Read MoreSECURING CHILDREN FUTURE
Parenthood bring both joys and challenges. The joy of watching your children grow is often accompanied by worries of their future.
Read MoreESTATE PLANNING
The term ‘Estate Planning’ refers to the process of making a Will as well as executing other important document such as Power of Attorney.
Read MoreRISK ASSESSMENT & MITIGATION
Our risk & mitigation services are primarily designed to help the corporates and SMEs which are trying to extend the maximum benefits to their employees.
Read MoreWhat we do
Our achievements
Gera Wealth Creators acts as the wealth advisor for numerous businesses and individuals and also caters to their day-to-day financial services requirement. It is happy to be able to touch several lives in positive light & leading them to financial abundance.
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