# Gera Wealth

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by Gera Wealth Private limited.)

- Source: https://appshunter.io/ios/app/gera-wealth/id1322329722 (this page in markdown: same URL + `.md`)
- Developer: [Gera Wealth Private limited](https://appshunter.io/developer/1636669847)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2017-12-08
- Data updated: 2026-08-14
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/gera-wealth/id1322329722/reviews.md

## What is Gera Wealth?

Gera Wealth is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Transaction statement download
- Online mutual fund investment
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Gera Wealth

### 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.

## Version history (last 5 releases)

### 2.8.5 — 2026-08-11

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 2.8.4 — 2026-05-07

- 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

### 2.7.9 — 2026-03-12

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 2.7.4 — 2026-01-17

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 2.6.9 — 2025-10-27

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

## Apps similar to Gera Wealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [GIM Wealth](https://appshunter.io/ios/app/gim-wealth/id1589751551) | — | Free | Finance |
| [Arya Wealth](https://appshunter.io/ios/app/arya-wealth/id6746193707) | — | Free | Finance |
| [Mera Portfolio](https://appshunter.io/ios/app/mera-portfolio/id1622762612) | — | Free | Finance |
| [Garuda Wealth](https://appshunter.io/ios/app/garuda-wealth/id6479392106) | 5.0 (1) | Free | Finance |
| [Gajraj Wealth](https://appshunter.io/ios/app/gajraj-wealth/id6476086684) | — | Free | Finance |
| [WealthVault](https://appshunter.io/ios/app/wealthvault/id1592500749) | — | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-14.*