About Us

We are pleased to introduce as a Certified Financial Planner CM providing holistic Financial Planning, Investment Planning, Retirement Planning & Risk management We provide a customized financial solutions to adequately secure the future of our clients. We offer goal based customized solutions based on risk profile of our clients.

Pankaj Kumar Gera, CFP , CM

  • Has been Certified  Financial Planner CM from Financial Planning Standard Board, India. He has done LUTC (US), PG Dip In Rural Manangement from IRMA, B Pharm.
  • Has varied experience of working in corporate sector at various levels.
  • Entered the business in 2003.
  • Presently we service over 1000 clients across globe and manage in excess of Rs 15 Crores AUM in Mutual Funds and Insurance.
  • Platinum Club Advisor with ICICI Prudential Life Insurance Company. Has qualified Million Dollar Round Table Conference Thrice in last 6 years.

ANJU GERA, MA (Economics), B.Ed.

  • Has been Agent Advisor with Max New York Life Insurance Company
  • Has been providing Back Office Support to all the customer

Gera Wealth Creators is a team of Fee based financial planner who share a simple, professional philosophy:

TRUST | At gerawealthcreators.com, we’re dedicated to shaping our customer’s financial future – with the utmost integrity, professionalism, and discretion. Whether you’re saving for your child’s college or wedding or retirement – our solutions will provide confidence and peace of mind. Trust is the base of all our client relationships.

COMPETENCE | Our combined years of technical expertise, investment experience, and continuous ongoing learning, we provide realistic implement able financial solutions for all areas, such as investment, tax, estate (wills), retirement and insurance planning.

OBJECTIVITY | Every client’s needs are unique – and that’s why we listen very, very carefully to you. We will tailor our recommendation to suit your particular situation. And to avoid conflicts of interest in product sales, we will openly share brokerage or commissions or other compensation from client transactions based on our recommendations.

Gerawealthcreators.com was founded by Pankaj Kumar Gera CFP CM to offer personalized, fee-based Financial Planning to clients based in Delhi & Mumbai.

Want to know more or need assistance to select the best policy for your needs, fill up a simple form with QUICK APPLY and we shall revert to you with the best options available from the market!!!

Disclaimer: Please note that the information provided is collected from sources publicly available & we believe to be reliable. The website doesn’t warrant the accuracy, reliability & absolute information available on the website. Participation by site visitors or registered customers is on a voluntary basis. The policies are offered by various life Insurance & non-life insurance offering companies and eMediclaim does not seek to, either directly or indirectly, advise, offer, solicit or recommend that any person who is or proposes to become its member should purchase the Policy.
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Insurance Must for Foreign Students in Delhi University

Announcement by Delhi University Foreign Students Registry has declared that All the Foreign students must have some medical insurance, having evacuation clauses, before joining the University.

In a notification on DU website, students have been adviced to seek admission and provide medical insurance papers, to be eligible to pursue courses in India's premier university.