Jeralld Investment Services

Welcome To JERALLD Investment Services

Your Trusted Partner in Wealth Creation & Financial Planning

With over 5 years of experience in the equity markets and personal finance, Gerald Raj is an AMFI-Registered Mutual Fund Distributor based in Madurai - Nagamalai Pudukottai. We are dedicated to helping individuals and families build, protect, and grow their wealth with clarity and confidence.

Our Achievements

800 + Families and 500+ Happy clients

5+ years of research expertise

Customized investment plans with back tested reports

Wide choice of Asset Classes to invest.

Personal advisory services with industry experts.

Our Services

Mutual Funds

Mutual funds are financial instruments which invest in a portfolio of securities. These securities...

PMS

Portfolio Management Services or PMS, is a service offered by the Portfolio Manager...

AIF

Alternative Investment Funds or AIF in short, are defined as privately pooled investment funds...

Bonds

Bonds are fixed income instruments which pay fixed rate of interest at regular intervals and the...

Monthly Savings (Rs.)

Investment period (Yrs)

Annual Return

our Testimonials

"Jeralld has been guiding my family's investments for several years now, and every interaction reinforces my confidence in him. His SIP planning approach is simple, transparent, and disciplined - exactly what I was looking for. I appreciate how he explains market cycles patiently and helps me stay focused on long-term wealth creation. Thanks to his guidance, I feel financially secure and future-ready."

Mr. Suresh

Long-Term Wealth Creation (SIP & Mutual Funds)

"What impressed me about Jeralld Investment Services is the well-researched recommendations. Jerald helped me diversify into PMS and AIF products based on my risk profile, without ever pushing for unnecessary options. His research-backed insights and clarity on asset allocation have significantly improved my overall portfolio performance. I trust him completely with my high-value investment decisions."

Mr. Pon. Ravichandran

Diversified Portfolio (PMS, AIF & Equity Strategies)

"I approached Jeralld with very little understanding of insurance. Today, I feel well-protected and confident that my family's financial future is secure. Jeralld explained the differences between term, health, and critical illness plans with complete clarity. He ensured I bought only what was necessary - nothing more. His honesty and client-first mindset truly stand out."

Mr. Priyamvadhan

Insurance & Family Protection Planning

"As someone who prioritizes stable income, I wanted the right mix of bonds and debt-based options. Jeralld carefully studied my requirements and recommended the most suitable, reliable instruments. He helped me build a steady, predictable income plan for my retirement years. His deep knowledge of fixed-income products is exceptional. I'm grateful for his patience and professionalism."

Mr. ARM Ramasamy

Retirement & Regular Income Solutions (Bonds & Debt)

"Jeralld Investment Services has been a blessing for our family. From children's education planning to safeguarding our savings, Jeralld provided a clear, structured roadmap. He reviews our goals regularly and adjusts the plan whenever necessary. His reliability and personal involvement make him more than an advisor - he is a trusted financial partner for our entire family."

Mrs. Benny

Family Financial Planning (Goal-based Advisory)

"As someone completely new to investing, I was initially nervous. Jeralld guided me step-by-step, made the concepts easy to understand, and ensured I felt comfortable before making any decision. He is approachable, ethical, and genuinely committed to helping clients grow. Today, I invest confidently and feel empowered financially - all thanks to Jeralld."

Mrs. Rosi Chellasamy

- First-time Investor (Handholding & Guidance)

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03-Dec-25 | News Team

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