Palak Gera
Gera Wealth Pvt Ltd
Delhi
Education Level : Post Graduate
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
Services Offered
- Retirement Consultancy
- Children's Education Consultancy
- Tax Planning Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- House Purchase Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
- Financial Health Checkup & Streamlining
- Other (please specify)
Experience Level : 1
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Products Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Deposits & Bonds
- Real Estate Investments
- P2P
- Stock Broking
Education Level : Post Graduate
Experience Level : 1
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Services Offered
- Retirement Consultancy
- Children's Education Consultancy
- Tax Planning Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- House Purchase Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
- Financial Health Checkup & Streamlining
- Other (please specify)
Services Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Deposits & Bonds
- Real Estate Investments
- P2P
- Stock Broking