Ladder7 Financial Advisories is a Mumbai ( Bombay ), India based Professional Financial Planning & wealth advisory firm, offering fee based services since 2004. We have evolved into an eminent financial planning & wealth advisory firm that is trusted for their professional competence, relied on for the top quality of advisories and depended upon due to their integrity, ethics & trustworthiness. This makes us one of the most experienced financial planners / advisors in the country.
Ladder7 FA specializes in offering detailed & holistic Financial Planning & advisory services to our clients, in India & worldwide, with help from technology. Ladder7 has clients in places like Mumbai, Chennai, Bangalore ( Bengaluru ), Kolkata, Ahmedabad, Pune, Hyderabad, Delhi, Rajkot, Ambala and more. Ladder7 has experience in dealing with NRI clients from the world over.
The Founder, Suresh Sadagopan, is a Certified Financial Planner ( CFP ) & a Registered Investment Adviser ( RIA) with SEBI. As per these regulations, we provide a Fiduciary standard of care. Fiduciary standard is the highest standard of care where the advisor would provide advice only which are in their client's best interests. We are now on fee-only model, which ensures that our clients receive unbiased advice & recommendations.
We have an expert team consisting of qualified & competent financial planners, who are CFP certificants, to create holistic financial plans for you. Our plans are constructed after incisive analysis & with the aid of strategic inputs from all planners involved, to ensure that we deliver clarity & outstanding value to our clients. Ladder7 has become a leading player in the financial planning & wealth advisory space in India.
Within this space, we have provided specialised Retirement Planning & asset allocation to setup our clients for a well funded retirement. This is proving to be one of the sought our advisory areas and we have deep expertise here.
Clients have found us to be trustworthy, dependable, ethical & professionally top-notch. Our client testimonials speak for themselves. Testimonials»
Detailed Financial Planning
Detailed & Holistic Financial Planning is a process that results in a blueprint which helps in achieving one's goals and aspirations through skillful financial management of all available resources. We provide these services over the life cycle and assist in reorienting and realigning as required, to achieve the desired results. Read More »