We are counted among India's most respected & reputed financial planning & advisory firms, with the breadth of experience & expertise in the financial planning / advisory field. We have an expert team of Certified Financial Planners ( CFP ), who assist our clients in this area, across India and abroad. We operate from our office in Mumbai ( Bombay ) area, India. We deliver our advice to clients, irrespective of whether they are in Mumbai, Delhi, Bangalore, Pune or anywhere else in the world.
We thank all our clients who have kept us in business and ave allowed us to grow and flourish. Many of our clients have been with us for years now and have leveraged our experience & expertise, to their advantage. We have drawn up detailed financial plans and have assisted our clients in most of these areas - Children's Education planning, Retirement Planning, Estate Planning, Tax Planning, Insurance requirements planning, Investment Planning - taking into account their risk tolerance requirements & asset allocation needs.
Some of them have been quite effusive in what they had to say about us. Clients have found us to be ethical, reliable, dependable & professional. Our financial plans, advice & services have variously been described as detailed, awesome, comprehensive etc. A few of them have been reproduced here to give you an idea of the difference we have made to our clients..
I discussed my financial Plan with a friend, who is Head of Risk and Compliance in a leading African Bank and his reaction was - 'I have never seen such a detailed and organised plan ever in my life.' more...
Being in London I have income and investments in both the countries - this becomes one of the biggest drawbacks during planning with other Financial advisor. Other advisor's usually have a very narrow local view and always give me a single country perspective. Ladder7 helped me to consolidate my assets across Geos and minimise the Forex movements while creating a Financial plan.
I found the team very professional, dedicated, flexible and listened to my requests and accommodated all my goals in the plan.
I discussed my financial Plan with a friend, who is Head of Risk and Compliance in a leading African Bank and his reaction was - 'I have never seen such a detailed and organised plan ever in my life.'
Ladder 7 was recommended by my neighbour in London and similar to him, I would also be happy to recommend them to anyone. I wish all the best to Ladder 7 team. Thanks.
Ladder7 is the most professional outfit I have every worked with. They are very responsive, extremely ethical and sincere. I trust them implicitly and hope to continue our association with them. more...
We engaged Ladder7 in 2011 to help iron out our finances and streamline our investments. Suresh and his team spent a lot of time analyzing our cash flow, existing investments, and requirements before putting together a comprehensive financial plan. The whole process was collaborative and the plan was finalized only after we were completely satisfied. Ladder7 is the most professional outfit I have every worked with. They think long-term and do not try to push products. Their advice is never generic. Our portfolio was unbalanced because of some unnecessary ULIPs and they helped us sort that problem beautifully.
They are very responsive, constantly monitor our investments, and provide regular reports.
They are extremely ethical and sincere. I know I can call them whenever I need advice and I know they will listen to me, however trivial the question may be. I trust them implicitly and hope to continue our association with them.
My experience with Ladder7 was awesome. If you need an investment advisor or financial planner who is ethical, detailed, basic, professional and focused, Ladder7 is the place to go. They don't push you for anything expect making your financial life better. more...
I am not aware of too many financial planners having their own financial planners. I am one of them and when I was looking for one, I went to Ladder7 after doing some basic homework of who would be the best one for me. I was put under the same process as any other client would have to go through. Having now completed the end to end process of the financial plan, I am pleased to say that the experience was very good and my finances are in order !
The first thing that stands out very visibly is that the process at Ladder 7s is very detailed and meticulous. So if there are 2-3 ways in which your insurance requirement can be calculated, it will be done in all 3 ways and shown to you. I haven't seen many financial plans that do such a comprehensive exercise and give all the outputs to the client. In that sense, the information can be over bearing at times but more information is always better than less, especially when your finances are concerned.
What also struck me as very different was the fact that justification of picking the products is documented in the plan in black and white. So if 2 mutual funds are being recommended, the plan tells you why. In that sense, the plan is a very comprehensive piece of bundle that you can refer to later and not think why things were done the way they were done. The cash flows are very detailed as well.
All facets of a plan namely the right insurance policies that I needed to have, how much money I needed for retirement and where I needed to invest my money were taken care of in a very satisfactory manner.
Revisions on the plan I requested for was swift.
The team headed by Suresh Sadagopan is readily available for calls and very patient and receptive on stupid personal finance questions that I put through to them :-)
All in all, my experience was awesome. If you need an investment advisor or financial planner who is ethical, detailed, basic, professional and focused, Ladder7 is the place to go. They don't push you for anything expect making your financial life better.
Radhey Sharma CFP CM
I have been with Ladder 7 for more than 3 years now. I would recommend them strongly for anybody looking to invest wisely and meet their long term goals in life. more...
I have been with Ladder 7 for more than 3 years now. I would recommend them strongly for anybody looking to invest wisely and meet their long term goals in life.
Suresh personally is a great subject matter expert who has the knack of simplifying and communicating where to invest in this fast changing world of finance with bewildering array of options.
They seem to be wearing the "client servicing" motto on their sleeve as my inquiries and questions have always been answered promptly and to my satisfaction. more...
I have been closely engaged with Ladder 7 for the last 2 years and have been satisfied with their service. They seem to be wearing the "client servicing" motto on their sleeve as my inquiries and questions have always been answered promptly and to my satisfaction . Their reminders serve to ensure that no deadlines get missed.
It's a pleasure engaging with them.
Suresh and his team shine like a beacon with their integrity and ethical approach in their guiding me in achieving my financial goals. more...
I congratulate you /Ladder7 on becoming a registered investment advisor under SEBI. I am sure that Ladder7 will continue to uphold the high standard of professional excellence that it has been providing to its clients under your able leadership. Ladder 7 is a professionally managed financial company which has the interest of their clients uppermost in their mind whilst providing guidance and advice.
In this era of financial wrong doings, wrong selling of financial products by self interested parties, be it banks, advisors or other financial institutions, Suresh and his team shine like a beacon with their integrity and ethical approach in their guiding me in achieving my financial goals.
Their advice is always impartial, frank and free of bias. I have been won over by their transparent dealings and I implicitly trust them for providing the right advice whenever I seek their help for any doubts that I have or clarification, guidance that I may require. I have no hesitation in recommending Ladder7 to anyone who wants to organize their financial health and plan for the long term well-being of themselves and their families.
With best wishes for your continuing success,
Pauroos D Karkaria
Suresh Sadagopan and his Ladder7 team have been fantastic. They have reviewed our financial situation and goals holistically, and suggested a sensible asset allocation, along with suitable funds to invest in. more...
Suresh Sadagopan and his Ladder7 team have been fantastic. They have reviewed our financial situation and goals holistically, and suggested a sensible asset allocation, along with suitable funds to invest in. The last has been an invaluable resource; I could scarcely have done it on my own.
Though I have not had the opportunity to meet Suresh and his team -- our interactions have been through Skype, email and phone -- I count on him as a trusted advisor and friend, Their approach has been thoroughly professional, courteous,and their response to my many queries has always been timely.
I have been associated with Ladder 7 Financial Advisories from 2009. It has been a wonderful experience to have Suresh Sadagopan & his team of Certified financial planners working for financial well being of my family. more...
One of the main principles behind their working is Ethics & Integrity. They are truly professional to the core & are totally customer centric. Their financial plan is very detailed & comprehensive covering all the important aspects. Their recommendations in the plan are totally based upon what exactly I need as per the current situation & future goals.
They don't push unnecessarily financial products just to make commissions. They initially declare their charges & Commissions if any they are going to receive by any of the financial products which is a very ethical kind of practice. I have found myself in a better financial position particularly in control of my finances & also financial discipline in my life after associating myself with Ladder 7 Financial Advisories.
The whole team of Suresh Sadagopan is very meticulous in their working & very fast to respond to any of your queries. Since 2009 I have also found that I am associated with the same financial planners who are working on my plan i.e. I mean to say continuity is maintained which is very important for a long term relationship. Because with this I feel assured that I will be associated with the Suresh & his team till my retirement & even later on. I fully trust them & because of this I follow their financial advice given in relation to my financial plan religiously.
Other important thing which I will like to add is that this is not a place where you come to make quick bucks of money by trading shares & all that business. It is a place where you are coming to organize your finances in order to achieve your goals in a timely & predictable fashion & all this is a long term strategy. Definitely you will be the gainer at the end.
Suresh & his team are truly what I will call them as Financial Doctors/True Certified Financial Planners looking after my financial health. I fully recommend their name to whosoever who wants to come to them for getting their financial planning done.
With Best Wishes & Good Luck
Dr. Vikas Sehgal
I have been dealing with Ladder7's team under Suresh for over an year a now. Gaining access to their services has helped me ease out the burden to organize my finances and streamline my portfolio also. more...
I have been dealing with Ladder7's team under Suresh for over an year a now. Gaining access to their services has helped me ease out the burden to organize my finances and streamline my portfolio also. There are instances, where they are able to do changes as well cater to my requests with very effective responsiveness and don't force options on you. Recommendations are there but it is upon you how and when you would want to adopt.
I have a good working relationship with them and feel comfortable dealing finance with Suresh.
Ladder 7 is a very professionally managed company. I am using their advice for the past 5 years and find them to be credible, committed and passionate in their dealings. more...
My Association with Ladder 7 & Mr Suresh Sadagopan has been little over 5 years. The association has been wonderful wherein Suresh & his team has acted selflessly with a single goal of helping me achieving many of my financial goals. They have instilled in me a lot of discipline & the importance of staying the course & not taking knee jerk decisions. This has immensely helped me in shaping my outlook not only towards financial planning but overall towards various facets of life.
The Ladder 7 team is very professional, willing to listen & help out anytime & most importantly work with the highest level of integrity. Their recommendations have been well-thought through, at the same time they are always willing to listen to a counter point of view. I have hugely benefitted due to my association with Ladder 7 & I strongly recommend them to whoever else wants to use their service. They are the best!
Ladder7 Financial Advisories have helped me in sorting out my finances. I have been using their services over two years and they have been able to provide quality advice after fully analyzing my situation and preparing a comprehensive financial plan & accounting for all my goals. more...
Ladder7 Financial Advisories have helped me in sorting out my finances. I have been using their services over two years and they have been able to provide quality advice after fully analyzing my situation and preparing a comprehensive financial plan & accounting for all my goals.
Their financial plan is very detailed and the recommendations are crisp and actionable. I would not hesitate to recommend their services to anyone who wants a complete 360 degree analysis of their finances and dispassionate recommendations to achieve one's goals.
I got a very detailed financial plan, which went into each and every aspect of my finance and requirements. Their post plan services was pretty good as well more...
I got a very detailed financial plan, which went into each and every aspect of my finance and requirement. They worked out even the schedule of how I should cash out my ESOPs and how to deploy the money got out of it, overtime. Their services post the plan completion was pretty good and the team members have been very responsive. I have implemented all the recommendations and have been with them for about two years and am very satisfied with the way they are handling my finances.
They are very helpful -specifically which I would like to mention ...
- Provide advice /guidance any time you call them, small or big
- Always you feel a financial guardian behind you to monitor and show the right path with pros and cons
- Very flexible and adapt when any changing scenario crops up in between
- Never hesitate to say the right things, even if it not what I want to hear!
Ladder7 Financial Advisories is a very professional firm. Their financial plan is very comprehensive and the level of detailing they go into is fantastic. more...
Ladder7 Financial Advisories is a very professional firm. Their financial plan is very comprehensive and the level of detailing they go into is fantastic.
Their cashflow management calculations and the consequent recommendations take into account all the requirements of a family and offer complete clarity as to the way forward. This is a strategic exercise which is beneficial for every individual. Most of us don't do it.
Suresh and his team have excellent knowledge and approach the planning exercise in a professional manner. The exercise itself takes time and we had to discuss many times before the final plan was out. The effort we put in was well worth it. I highly recommend them to anyone who really want a financial blueprint in life.
I want to recommend Ladder7 (and Sage Counsel too) to anyone who wants to understand the importance of financial planning & implementation and more importantly how to benefit from it. more...
My association with Ladder7 goes back to 2011 and I have been delighted (yes, delighted and not just satisfied!) with every interaction so far be it the detailed plan workout, summary reports or even a reminder!
The team under the able guidance of Suresh has been able to put together a fully customized financial plan backed up with robust implementation. Many a times we see good plans wither away without a sound implementation angle to it, but not with this team.
What has impressed me the most is the attention to detail and persistence from the team. These are two qualities I admire most in all walks of life and specially so in money matters.
I appreciate Suresh for being able to sustain the motivation levels of his team members and keep them focused to achieving excellence in their work. I must mention names of those whom I have interacted with and who have helped directly or indirectly in my pursuit of financial prudence so far Ã¢â‚¬â€œ Tivesh, Shankar, Rebecca, Naresh.
With this testimonial, I want to recommend Ladder7 (and Sage Counsel too) to anyone who wants to understand the importance of financial planning & implementation and more importantly how to benefit from it.
Suresh and his team has taken interest to give me good quality and sound financial advice and also implemented it smoothly over the years and earned my trust. more...
I know Suresh and Ladder 7 FA for more than 3 years. They have been always there to understand my needs, work around the best financial solution to meet the same. Suresh and his team has taken interest to give me good quality and sound financial advice and also implemented it smoothly over the years and earned my trust. They always keep client interest in mind and are proactive in their approach.
Suresh and his team are my trusted advisors friend and extended family. I have never taken any financial decision without taking Suresh's inputs. I am very impressed by his simplicity... more...
Suresh and his team are my trusted advisors, friend and extended family. I have never taken any financial decision without taking Suresh's inputs. I am very impressed by his simplicity, his knowledge, his sensitivity in terms of our needs and requirements and also the quality of service that his team (Shankar, Omkar, Rebecca to name a few) provide. True professional who has never pushed any product and never discouraged you to buy investments (right) from other channels, sources.
I always have high regards for people who say "what they will do and do what they will say"Ã‚Â. Suresh is one of them. Over the years Suresh has helped me to plan, rationalize and extract maximum value from my investments. Thanks to him, I feel that I was adequately prepared for the key life stages be it real-estate, insurance, and in near future for my retirement, and higher studies for my son. For the financial planning process the detail analysis and data capture that he and his team insist on, is very rare in today's world. It is a tedious process and for someone like me who is disorganized, it is very slow. Suresh and his team were patient and completed the exercise on time and in full. They also took a session for my wife and me so that we understand the plan and think through on the implications of each and every suggested action point.
The team has always been very patient and always available for any help. At times, I had issues with some legacy investments which I had made before I met Suresh. His team was always there to sort out administrative issues with the mutual funds, help me with correspondence and never did they point out to me that I had not made those investments through Ladder 7 financial and they will be unable to help. This is called true partnership and "customer service".
I am also very impressed with their ongoing commitment through services like "The Perfect Glide Path" - which is a mentoring and guidance program to enable me to stay aligned with the plan and get full value from it.
Having Ladder 7 as our financial planner has helped us a lot. Mainly, it has made us realize the importance of having a goal-based approach to planning our finances. more...
Having Ladder 7 as our financial planner has helped us a lot. Mainly, it has made us realize the importance of having a goal-based approach to planning our finances. It has instilled some discipline in us, when it comes to prioritizing our goals and ensuring that the necessary amounts are put away in order to meet those goals. All this has ensured that our money works harder for us.
Ganesh & Charu
On any day, I would recommend Ladder 7 to anyone who wants to get their financials in order. The best place for you! more...
Ladder 7 has been helping me in my financial planning for few years now and I am simply amazed by their focus on client's financial goals, diligence and unbiased opinion. What impressed me is their ability to be flexible in providing suggestions as well as being sensitive to my thoughts rather than behaving they know it all. On any day, I would recommend Ladder 7 to anyone who wants to get their financials in order. The best place for you!
Like we engage lawyers on legal matters, surgeons for surgery, we should not experiment ourselves on financial planning. Ladder7 is therefore a firm which I strongly recommend to all prospective customers who are grappling with doing this themselves. more...
I thank Mr. Suresh Sadagopan , Tivesh Shah and the rest of the team for providing extraordinary financial planning & advisory services to us . I was earlier associated with another financial planning firm prior to this engagement, who although was very sound did not have the structured approach nor the dedicated team to support, resulting in me not being satisfied with the experience.
I had read Suresh's blogs and his articles in TOI and thought of meeting him in person and post our meeting, we were completely convinced that he has the wherewithal to provide sound financial advice to us and improve our experience.
Right from the start, we were asked to share every detail of our goals, our income, expenses. His team had multiple meetings with us to get to all the details thread bare. We found his team to be very flexible and responsive to all our queries. They also understood our perspective and proposed a plan which was rational and implementable.
Not only was the planning good, their execution was equally brilliant, we found their team constantly following up and sending reminders to make sure the plan is implemented.
Suresh brought a lot of professional experience, ethics, integrity and customer oriented approach in all our interactions and it is a great pleasure to deal with him and his firm. We also got similar experience with Sage Counsel Advisors their implementing partners and net net we are very happy.
Like we engage lawyers on legal matters, surgeons for surgery, we should not experiment ourselves on financial planning. We therefore need a sound planner who has full wisdom, great track record and guide us in our journey of life. Ladder7 is therefore a firm which I strongly recommend to all prospective customers who are grappling with doing this themselves.
I wish Ladder7 all the best and hoping my testimonial will help more such customers avail of this service and grow their money
Manoj Ramakrishnan, Sunita Manoj
I liked the sane and sensible approach of Suresh and Ladder 7, and also appreciated Suresh's efforts in spreading financial literacy more...
"One of my goals in the last couple of years has been to take active charge of my financial life and I started investing through the Wealth Management program of my bank. However, I soon realized that I did not want to do scatter shot investing, and wanted to invest according to a plan. I wanted a comprehensive review of my net worth, and my future financial needs.
To achieve this, I spent a month reading books on financial planning and tried to do it myself. However, I soon realized that I need professional guidance and came across Suresh Sadagopan's articles. I evaluated other financial planners also, but I liked the sane and sensible approach of Suresh and Ladder 7, and also appreciated Suresh's efforts in spreading financial literacy.
After getting my financial plan done by Ladder 7, I eliminated dud insurance products, invested the money saved into better financial products, and have a better idea of where I am and where I want to go. I appreciate their level headed approach to financial planning, and their willingness to explain everything in minute detail to a financial planning newbie like me.
I would happily recommend hiring their services if you want to take charge of your financial life."
I can say that Mr Suresh advises are responsible for my wealth creation and my financial security of my future. I observed him to be genuine, highly professional and customer centric. more...
My association with LADDER 7 especially with Mr Suresh Sadagopan is more than 6 years and he handles all my financial affairs since then . We have started in a small way like investing in Mutual funds etc. and now I just completed financial plan for my early retirement.
I can say that Mr Suresh advises are responsible for my wealth creation and my financial security of my future. I observed him to be genuine, highly professional and customer centric. I strongly recommend that every professional should avail the services of ladder 7 to fully focus on their work and allow the team of Ladder 7 headed by Mr Suresh take care of their wealth.
Suresh has set a personal example with the Ladder7 team that makes them very customer focused. Over the years the level of trust developed is so high that I no longer consider them as a service provider but more as a friend and guide. more...
I have been associated with Ladder7 as a client from 2012. Prior to this, I had a few experiences with financial planning services provided by other organizations, but what set Ladder7 apart was their personalized service, diligence and responsiveness.
Suresh has set a personal example with the Ladder7 team that makes them very customer focused. Over the years the level of trust developed is so high that I no longer consider them as a service provider but more as a friend and guide.
I am very much satisfied with the quality of their planning and recommendations and have seen good results over the past years.
Their strong research base and motivated team of competent professionals combine to provide a great experience for people like me who are looking for quality advice to manage their finances and plan for future.
I have recommended them to my friends and colleagues in the past and will continue to do so. I wish them great success ahead.
Suresh Sadagopan and his committed team have developed a robust process to capture all key pieces of information and show an analysis-based plan.And that’s what we had missed earlier while discussing with Advisors from Banks & Financial Institutions. more...
Ladder7 has been helping me and my family for several years. First, they did profile-analysis and future-planning. Since then they have being sharing relevant and timely information for our decision-making.
Suresh Sadagopan and his committed team have developed a robust process to capture all key pieces of information and show an analysis-based plan. We were engaged thru a couple of sessions to share current financial status, income projections, future expenditures, retirement plans, etc. Then they analyzed through their proven model to evaluate our thinking and actions. That process made us think through deeper and make adjustments. Finally, they shared their recommendations which made a lot of logical sense to us. Most importantly, those recommendation were created purely with client-interest in perspective. And that’s what we had missed earlier while discussing with Advisors from Banks & Financial Institutions.
Ladder7 team has stayed close to us all along thru regular communications—to ensure we are executing action-plan without delay and updating ourselves with latest analyses.
I would strongly recommend Ladder7 to all the people who are looking for a team of top-class professionals and up-to-date financial planners.
Alok Ranjan Singh
The Advisory team at Ladder7 is world class in the way they use international tools, follow set processes and are very professional in their dealings. And they offer end-to-end solutions for individuals and families. more...
Tired of private banks, their relationship managers, the constant pushing of their products, we turned to Ladder7 as a family for independent and expert advice and guidance on how to reorganise our family finances.
We were not prepared for what followed ! We went through one of the most comprehensive and detailed exercises which helped us as a family really understand our current finances, the inefficiencies and deficiencies, the array of possible solutions and a clear road map ahead to be future ready in these uncertain and inflationary times.
The Advisory team at Ladder7 is world class in the way they use international tools, follow set processes and are very professional in their dealings. And they offer end-to-end solutions for individuals and families.
Ladder7 truly helped as a family unravel, understand and simplify the complex world of personal finance and helped us come up with a financial plan and have made us future confident.
From a stage of scattered, unorganized, goal less and inadequate financial investments, it was a dream change to come to the state of completely assured and relaxed in terms of one's financial road map more...
When I felt the need of doing financial planning, at a very late age in my life, I was sure about one thing - if I am starting late, I will be more particular about whom do I go to for creating my plan as I will have little or no time to do course corrections if I go wrong in terms of not going to the right agency for this particular very important task of my life.
I heard about Suresh from Ladder7 Financial Advisories from a couple of colleagues of mine. Had explored one or two options before I spoke to Suresh. After having spoken with him about the kind of plan that he and his team will create, I was still apprehensive about the eventual outcome - more because of my own delay in starting the process and hence the desire of doing it first time right and well directed in terms of achieving all my financial goals. After thinking of few days and one more round of discussion with Suresh and the colleague who was suggesting to go with him, I initiated the process with him.
And every single interaction after that lead to me reducing my apprehensions gradually and started feeling confident about the methodology and process being followed by Suresh and team about the financial plan creation.
When I saw first draft of the plan, I was still about 20% less to reach 100% in terms of my confidence about the outcome but that was soon addressed by Suresh by clarifying my understanding about the subsequent process steps which will lead to a full blown plan. And what I got didn't disappoint me even a bit. It was one of the most comprehensive, detailed financial blue print about me and my goals that I could see which removed all minor residual doubts from my mind.
What followed after that was more discussions about understanding the plan in detail and how each aspect of the plan is taking care of all important aspects of a family's financial planning.
Suresh and his team spent sufficient time to help me understand all of the plan content and I started appreciating the comprehensiveness of it even better after having understood it. The peace of mind that I got after seeing the final version of the plan was really very satisfying and reassuring of my decision to come to Ladder7 for this one of the most important tasks of my life.
From a stage of scattered, unorganized, goal less and inadequate financial investments, it was a dream change to come to the state of completely assured and relaxed in terms of one's financial road map. Thanks to Suresh and team, now I am only concentrating on implementing the plan blindly as I know what has gone in making and shaping it to what it is right now.
I will continue to look forward to the team at Ladder7 for all my needs on continued guidance in the area of financial management. I am sure like me, many more would have and many more would, join Suresh and reap rich dividends and derive huge sense of satisfaction and peace of mind. Wish Suresh and team an ever lasting success and progress
My life has totally changed from the financial planning perspective. I am feeling more secured in life now for myself and my family. more...
Suresh came to my life 9 years ago. My life has totally changed from the financial planning perspective. I am feeling more secured in life now for myself and my family.
His advice does not complicated and he makes it very simple to understand. He also ensures that I don't go off track from the goal which have been set and gives lots of encouragement on a regular basis.
He is not just my FP but he is now part of our family.
The experience post engagement left me with a big regret……… “Why on earth did we not do this much earlier?” more...
We had recently engaged Ladder 7 not only to sort out our finances, but also help us meet our post retirement goals. The experience post engagement left me with a big regret……… “Why on earth did we not do this much earlier?”
We are happy that we took the right step though belated.
The team at Ladder 7 is very meticulous, with an eye for details so much so that they were able to spot and politely bring to our notice, the very minor mistakes in the data submitted by us. The details in the financial plan submitted by them were elaborate, complete and self-explanatory.
The plan walk through carried out by Tivesh Shah at various stages was very thorough, and his team was readily available for all calls, patient as ever and always ready to answer even stupid financial questions. The team at Ladder 7 also shared with us the data base considered by them, and the justification for selecting every product in the plan proposed for us.
My experience was awesome which prompted me to share it with my close friends. I must reluctantly admit that the choice was initiated by my wife. She also happens to be an ardent fan of Suresh Sadagopan for his insight into details of financial planning and advice.
Yes, Ladder 7 is the place to go, for a hassle free, no strings attached financial plan and advice!
My experience with Ladder 7- was equivalent to undergoing a thorough medical check-up. The kind of information sought , discussed and documented is a good assessment of my financial health. more...
Though it is over 2 years after my retirement, I had not made use of the services of a financial planner to invest my retirement corpus. I adopted conventional methods and started to realise that with the decreasing bank FD interest rates and climbing prices of goods & services , there is no second option but to resort to smart investment methods. I was not happy with local service providers since they were not SEBI approved people.
My experience with Ladder 7- was equivalent to undergoing a thorough medical check-up. The kind of information sought , discussed and documented is a good assessment of my financial health.
I was having a slight concern about the physical distance between Chennai and Mumbai. It was a non issue as Mr Suresh and his team interacted through Skype, email and phone as a trusted advisor and friend, with professional and courteous approach combined with swift responses.
With my tailor made plan recommendation by Ladder 7, I am looking forward for a better yield from my assets at the same time ensuring adequate safety of my resources.
What impressed me most was the personal touch given by Mr Suresh Sadagopan at every stage.
The financial planner assigned to me explained the rationale behind his recommendations in detail, which helped me understand the efforts and thought process put in to each and every recommendation. more...
After watching Mr.Suresh on TV, I engaged his firm in 2014 to start my journey in financial planning. Suresh and his team work for creating value for his clients right from the beginning of the process.
They take a holistic approach to an individual's risk appetite, goals, financial status and recommend suitable products. He has a good team of planners who are both knowledgeable and professional. They analyze every client's requirement threadbare and recommend the best options.
The financial planner assigned to me explained the rationale behind his recommendations in detail, which helped me understand the efforts and thought process put in to each and every recommendation.
Whenever I have a query regarding investment options, I contact Ladder7 and they always delight me with quick response and valuable advice.
Thank you Mr.Suresh and Ladder7 team!
I came to Ladder 7 purely on the basis of an internet search, and I'm happy to say I've had no reason to regret the decision in any way. more...
I came to Ladder 7 purely on the basis of an internet search, and I'm happy to say I've had no reason to regret the decision in any way.
They have been responsive, professional and thorough all through the eight-odd months that I have been a client.
I look forward to a long relationship.
Suresh Sadagopan & his team at Ladder7 is Trust,Integrity & Quality personified, resulting in absolute value for money. more...
I had been working for nearly a decade in the middle east, now Nearing retirement at age 56. A family crisis led to my finances in shambles. I started looking for solutions by reading books on finance.Finally just One word "Fiduciary" strongly recommended by Tony Robbin, brought me to Suresh at Ladder7 after a lot of google & background search.
Suresh Sadagopan is a walking encyclopedia on personal finance & life planning. Reading Suresh's blog, info bites, folowing him on Linkedin & Twitter empowered me with financial literacy.
He & his team at Ladder7 is Trust,Integrity & Quality personified, resulting in absolute value for money. I strongly recommend Ladder7 after experiencing their financial expertise & empathy for my requirements.
You can have easy access to Ladder7 Advisory from any location on this planet, with an internet connection.
Suresh devotes full time in advisory, listening to all your problems in totality & gives instant need based practical solutions anytime.
Response time at Ladder7 & Sage Counsel is awesome for all implementations.
Recommendations are well researched, analysed, tailor made to your current situation & future needs with practical,flexible, affordable solutions.
Ladder7's indepth Strategy in the financial plan is incisive & scientific with clarity. Client centric - does not push any product by suggesting DIY. ( do it yourself)
Thanks to Suresh, My morale has been boosted. Now I feel comfortable,confident & a sense of purpose with clear cut direction, which Ladder7 has brought about instilling positive changes in my perspective towards finance & life planning, by showing how to approach/handle a situation with higher probability of success.
May Power to Suresh & his fraternity grow to serve mankind. !!!
Mission : Empowering Indians through financial literacy.
The level of detail that Suresh and the team at Ladder7 went into our financial planning has been incredible, and super-helpful. more...
Engaging and working with Suresh Sadagopan and team at Ladder7 has been a real eye-opener.
The level of detail that Suresh and the team at Ladder7 went into our financial planning has been incredible, and super-helpful.
Suresh has been extremely patient and approachable all through our discussions and continues to be available at all times to explain and sort out any questions or doubts that we might have from time to time.
We would highly recommend Ladder7 to anyone seeking to get their finances in order. More power to Suresh and team!
Ranga & Shubha
To summarize my experience with ladder 7 it is 1 plus 1=3. more...
To summarize my experience with ladder 7 it is 1 plus 1=3.
Simply put "Comprehensive financial planning plus Well researched investment prescriptions" = Complete peace of mind, Wealth creation and Always available fiduciary advice.
Best regards, Murali & Sumitra
Murali / Sumitra
I found the entire team very professional, prompt and focussed. They follow an elaborate and rigorous process, which prompts you to think carefully about your plans at every stage. more...
I came across Suresh and Ladder7 after several months of looking around for a good investment adviser (SEBI Registered ). In fact, just a few days prior to contacting Ladder7, I had gone through a round with another investment adviser. In many ways, I am glad I had that experience, as the difference which Ladder7 was able to bring to the table was quite evident.
Right from my first call with Suresh’s colleague Prateek Patani, I found the entire team very professional, prompt and focussed. They follow an elaborate and rigorous process, which prompts you to think carefully about your plans at every stage. The detailed walk throughs at every stage are very helpful – one hardly feels the absence of a physical face to face meeting.
I would highly recommend Ladder7 to anyone looking for quality and independent financial advice.
If there's one regret I carry at the end of the engagement with Ladder7, it's that of not having done it a lot earlier more...
If there's one regret I carry at the end of the engagement with Ladder7, it's that of not having done it a lot earlier.
What Suresh and the team at Ladder7 provide, is an effective marriage of art, of mirroring the client's lifestyle, with science, of behavioral finance.
The planning process is well thought-out, meticulous and thorough. It takes the client through a journey of details, discovery and decision-making which ultimately culminates in Deliverance.
The process demands a lot of energy - something that's but expected of a fully involved client and is well worth her efforts.
I would highly recommend Ladder 7 to anyone who:
a) Doesn't understand financial planning.
d) Totally understands financial planning.
Other than the meticulous financial plan, what we love is the information that is regularly sent our way so that we remain up-to-date about the developments in the financial realm. more...
Five years back, we approached Ladder7 for financial planning based on the recommendation of a friend who was already using their services. Once the first year’s plan was in place, Suresh Sadagopan and his team gained our complete trust. The friendly but professional team painstakingly collected the required details from us and offered a thorough plan with detailed recommendations based on our goals. And, there was no looking back. Now we enjoy the freedom of guilt-free spending because we know we are saving enough for our goals in the right instruments as we implement Ladder7’s recommendations.
Other than the meticulous financial plan, what we love is the information that is regularly sent our way so that we remain up-to-date about the developments in the financial realm.
We consider ourselves part of the Ladder7 family. Without second thoughts, we would recommend Ladder7 to anyone who wishes to avail the services.
Bindhu & Radhakrishnan Unny
The team is excellent with solid leadership from Suresh, who is a pioneer in this field and has deep expertise in all areas of financial planning and is well supported by an excellent team of experts. more...
I have been using the services of Ladder7 since more than 2 years. I had switched from my previous financial planner to Ladder7 and found Ladder7 to be very professional, experts in their field, very client-focused and prompt in delivering their services.
The team is excellent with solid leadership from Suresh, who is a pioneer in this field and has deep expertise in all areas of financial planning and is well supported by an excellent team of experts. They are very methodical, have a well-defined and very detailed approach towards financial planning. The team delivers a personalised service, keeps even your minute requirements in mind while designing the plan and are able to deliver a very practical, implementable financial plan.
In my interactions with Suresh and team, I have found their advise to be honest, well-rounded, practical and impartial, supported with data – facts and figures, which is what is expected from an advisor. The implementation team is equally good and very prompt in implementing the recommendations. They will ensure that all recommendations are implemented by due date by timely follow-ups.
Added to that, the various articles and blogs from Suresh are very insightful and answers to varied range of financial issues that we constantly think of. Overall, I had a very positive experience and I wish them very best wishes to continue doing good work!
Was very happy with the fact that the plan was single minded in client focus and whats in the best interests of the client. more...
It was great interacting with you and Prateek on the financial plan. Was very impressed by the approach, detailing and rigor involved in developing the same. Also was very happy with the fact that the plan was single minded in client focus and what's in the best interests of the client. Thanks a lot.
I could take bold step of sending my daughter to University in US, which is going to cost me few crore rupees due to confidence in my financials coming from diligent planning and execution with the help from Suresh’s team more...
I am delighted with the quality of work delivered by Suresh & team on Financial planning for me. Most important part is it gives good guidance on investment proposal, cash flow and cash adequacy. This has helped me grow my assets, manage risk and peace of mind.
I could take bold step of sending my daughter to University in US, which is going to cost me few crore rupees due to confidence in my financials coming from diligent planning and execution with the help from Suresh’s team.
I would like to take this opportunity to thank your team. I keep recommending my colleagues in office to get quality Financial planning similar to yours.
The team was very professional in their approach.... they clarified all the questions and doubts I had and explained in detail the various aspects of the plan they had created for me... more...
Given the stage of life where I was in - while I wanted to retire in the next few years, one of my son had completed his engineering and wanted to go to US for MS, and another one was eager to pursue a degree in Medicine on completing his 12th next year, I was not sure as to how to go about, with whatever assets and liabilities I had ...
Having read so many articles on financial planning and realizing the importance, was looking for a credible and independent planner, who can help me with a proper financial plan, to achieve the goals stated above.
I came to know about Mr.Suresh Sadagopan of Ladder7 Financial Advisories through the various articles he writes in multiple financial magazines and through his TV appearances.
When I approached with them, Suresh and his team went about the task of planning in a very methodical and meticulous way... after collecting the data from me, they had multiple round of discussions with me for better understanding and after a few iterations, got a thorough and detailed plan...
The team was very professional in their approach.... they clarified all the questions and doubts I had and explained in detail the various aspects of the plan they had created for me...
All in all, it was a pleasant experience and would like to thank Suresh and his team for showing me the way to achieve the goals...
The services of Mr Suresh Sadagopan himself leading the discussions along with Mr Ali Ishaan at Ladder & Mr Shankar at Sage Counsel was a very comfortable experience more...
It was July 2015 when I had shared my delight about my first engagement with Ladder 7- Mr Suresh Sadagopan and his team. The services of Mr Suresh Sadagopan himself leading the discussions along with Mr Ali Ishaan at Ladder & Mr Shankar at Sage Counsel was a very comfortable experience. They gave the comfort level that I am with a safe team. The do-it-yourself model that I undertook was very simple and well guided by this team of professionals. They even arranged a special demo sessions at FundsIndia Chennai office to clarify some of my practical doubts. The take off was smooth and execution was perfect.
The follow up at the end of the first year of engagement and review was also very thorough. There were JYM (Jog your Memory) reminder emails and periodic telephonic calls to check if I had any doubts or problems. The physical distance was a non issue from Mumbai to Chennai. The updates on the happenings were regularly shared by emails and news letters.
Though I had the tendency to keep looking at the dashboard every other day, I followed the advice to check the dash board once in 4 to 6 months only.
For my 3rd year plan review, the template used by them was very comprehensive to furnish information. The interaction was very effective due to this and the plan recommendation was done with least efforts.
I am very happy and I have no concern on my investments, their growth & safety.
The plan shared by Ladder7 helped us understand our own financial situation in a much better manner with clarity on what we need to do to get where we want to. more...
It has been a pleasure working with Suresh and the entire Ladder7 team over the last few months. As a working couple, it was always a challenge for us to find time to manage our finances. It always played on our minds that despite earning well, we had no idea if it was enough for us to provide a good education for our kid, consider an early retirement and other life goals.
The plan shared by Ladder7 helped us understand our own financial situation in a much better manner with clarity on what we need to do to get where we want to. It was a reality check and the team made us feel comfortable enough that we could approach them for any queries/concerns at any time. We never had in-person meetings with them as we are not located in Mumbai but this has not been a problem at all. Skype meetings and calls were equally effective. We decided to continue working with their sister concern for plan implementation. So far, it has been a great experience! Investing money and time in this exercise is arguably the most prudent use of both.