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Our Services

FINANCIAL PLANNING

Financial planning is the process of setting your financial goals and then meeting those goals by allocating and managing.
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INVESTMENT PLANNING

Investment planning is part of the financial planning and is done to increase the client’s wealth based on his current financial situation.
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RETIREMENT PLANNING

Everyone wants a carefree and relaxed retirement and a number of people buy pension plans thinking that their pension plan.
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SECURING CHILDREN FUTURE

Parenthood bring both joys and challenges. The joy of watching your children grow is often accompanied by worries of their future.
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ESTATE 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.
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RISK 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.
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Who we are

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.

What we do

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MUTUAL FUND

Mutual fund is essentially is a Trust. Mutual Fund is a link between the capital market and the Investors.

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LIFE INSURANCE

The presence of a life insurance policy is essential in every individual’s financial portfolio.

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GENERAL INSURANCE

In India, the prevailing health care scenario has not been of a high order that prevails in developed nations.

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CORPORATE BOND

The 8% Government of India Savings (taxable) bonds, 2003 is a bond issued by the Reserve Bank of India.

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CAPITAL GAIN BOND

We offer Capital Gains Bond under Section 54EC of the Income Tax Act, 1961.

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TAX PLANNING

Tax planning is not a device to reduce tax burden. In fact, it helps savings by investments in government securities.

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WILL WRITING

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.

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BUSINESS SUCCESSION PLANNING

It some stage you will decide to leave your business; perhaps you have decided to sell, retire.

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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Our Biggest Treasure Is Our Satisfied Customers

95% of our customers are extremely satisfied with our services.

64% of our customers refer us to their friends and family.

I have been running around the corporate ladder since 15 years. And all this while, team GWC is been instrumental in my financial decisions pertaining to investments & tax planning. They are trustworthy, market sensitive and work as per the financial plan & goals. Specially for people like me – they are the dream catchers as they work on the wish-lists as well and make it possible through right investment portfolios. So much so that I am planning to retire & startup soon. My best wishes to Mr. Gera and his team.
Anupam Ban
IRCON
Mr. Pankaj Gera is not just the financial advisor for me, he acts as my mentor many a times through enabling financial decisions which are otherwise difficult. The reason I trust the team GWC on any such day is because they ensure none of my decision harms the financial well-being of myself, my family members and even my business.
Manish Arora
Shanta Hosiery, New Delhi

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