About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download statements, and access investment tools like calculators for retirement and SIPs.
What's New in Gera Wealth
2.8.4
May 7, 2026
- Added CRM module in Broker Dashboard - Implemented digital accessibility (RPwD compliant) - Enabled Step-Up SIP in order placement (NSE Invest) - Integrated NSE NACH Bank API - Introduced Dark Theme - Enabled multi-language support - Added font size customization - Updated NAV Lookup & Factsheet (Mobile) - Improved transactions pagination - Fixed Portfolio as on Date - General bug fixes & performance improvements
MoreFAQ
What financial assets can I track with Gera Wealth?
Gera Wealth allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your financial holdings are visible in one place.
Does Gera Wealth offer investment tools?
Yes, Gera Wealth includes several useful calculators and tools. These include a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.
How does Gera Wealth handle user login and security?
Login to Gera Wealth is made easy via your Google email ID. The app focuses on providing a secure and straightforward access method for managing your financial information.
Can I invest directly through Gera Wealth?
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Gera Wealth. The app tracks all orders until unit allotment, ensuring transparency in your investment process.
What kind of reports can I download from Gera Wealth?
Gera Wealth provides a complete portfolio report download, including all assets. You can also download transaction statements for any period and obtain a 1-Click Statement of Account for any Asset Management Company in India, along with advanced Capital Gain Reports.
How frequently is Gera Wealth updated?
The latest version of Gera Wealth is 2.8.4, which was last updated on May 7, 2026. This indicates regular updates to enhance functionality and reliability.
What devices is Gera Wealth compatible with?
Gera Wealth is designed for use on both iPhone and iPad devices. This allows users to manage their finances across different Apple mobile platforms.
Does Gera Wealth have ads?
No, Gera Wealth does not contain advertisements. As a free application, it focuses on providing an uninterrupted user experience for financial management.
