Your advisor should work in your best interests
SEBI RIA | FEE-ONLY ADVISOR | FIDUCIARY
Mr Suresh and his team deliver truly professional financial planning services and put their clients’ interests first – I’d happily recommend LADDER7 to anyone wanting a holistic personalised service.
The take-away that I can confidently share is that their advice puts the client first, and is free from any conflict of interest. I value the peace of mind (can a price be put on this?) that comes from knowing that our finances are under knowledgeable and competent advice, freeing me to pursue other interests.
Looking back in the cosy confines of today, but for Suresh and his wonderful set of colleagues in Ladder 7 Financial Advisories, I would be that guy looking for the next paycheck, paying off mortgages and live forever frustrated. Life just changed once I placed that "trust" in Suresh. "It is not Timing the Market, he keeps saying. It is Time in the Market."
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.
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.
I must say that this decision has proved to be one of the best in my life. At that time, my financial status had several issues. I had made a few investments but they were mostly haphazard, and primarily in debt and insurance policies. Also, my investments were not linked to my life goals. This changed after going to Ladder 7.
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.