Gera Wealth

Gera Wealth is your comprehensive investment portfolio tracker, consolidating all your financial assets in one powerful app. Whether you hold mutual funds, equity shares, bonds, fixed deposits, PMS accounts, or insurance policies, manage everything seamlessly from your smartphone.

Take control of your complete financial portfolio with instant access to detailed performance analytics and historical trends. Download comprehensive portfolio reports covering all asset classes with just a tap. Track your investments with complete transparency—monitor mutual fund orders from purchase through unit allotment, review transaction statements for any period, and access account statements from Indian Asset Management Companies in seconds.

Stay ahead of your wealth growth with advanced capital gains reporting, giving you clear insights into your investment returns. Monitor your Systematic Investment Plans and Systematic Transfer Plans effortlessly with dedicated SIP reporting, so you're always informed about running and upcoming transactions. Never miss an insurance premium payment with built-in premium tracking across all your policies.

Accelerate your financial planning with integrated calculators and tools designed for every life milestone. Calculate retirement readiness, simulate SIP scenarios, model marriage expenses, plan EMI payments, and explore SIP acceleration strategies—all without leaving the app. Access your folio details registered with each AMC instantly.

Logging in is frictionless with Google email authentication. Whether you're reviewing quarterly performance, planning long-term investments, or organizing account documents, Gera Wealth delivers the clarity and control you need. Download Gera Wealth today and transform how you manage your complete financial life.