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, financial goals and his risk appetite.

Investment planning as a service includes the execution of financial planning processes, managing the wealth portfolio with timely reviews and necessary interventions and advice whenever required compiled and served together with a range of aggregated financial services. The aspect of investment planning is a constituent of planning, management, portfolio customizations, life planning – all weaved together to help the investors multiply their income, work on their individual and family health corpus, invest wisely in the most appropriate money management tools together with the smartest tax planning strategies.

Our wealth managers and certified financial planners will hand-hold the investment planning process throughout the year with timely reviews and assessment. The entire process is managed, reported and transparent and the investors can keep a track on each of their financial action at a single click.

You can reach us for the following Money Market Instruments:

  • Mutual Funds
  • High Yielding Corporate Bonds

Thinking about your investment plan and appropriate it is for your current life stage or whether it needs a review urgently? Speak to the wealth managers at Gera Wealth Creators or submit the details to request a call back.

Request a Call Back or Call:
Our aim at Gera Wealth Creatures is to introduce and excel one of you on the path of financial abundance. We follow a very clinical yet holistic approach towards financial planning and investment management. We ensure a transparent & confidential relationship.