Working in your best interests - always!
Ladder7 Financial Advisories is a Mumbai ( Bombay ), India based Professional Financial Planning & wealth advisory firm, offering fee-only planning & advisory services for families/ individuals.
We have registered with SEBI as an Investment Adviser. 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. Ladder7 has become a leading player in the financial planning & wealth advisory space in India.
We have been in the field of financial advisories since 2004 making 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.
Registered Investment Adviser : Suresh Sadagopan, the Founder of Ladder7, is registered with SEBI as Investment Adviser (RIA) under it’s regulations and the advisory staff are his representatives. 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.
This is a stringent regulation that allows the Advisor to only charge fees from clients and not receive any commissions/ incentives/ brokerage from product distribution. The regulation also enforces stringent compliance, year-end process audits, higher standards of education/ experience & certification, fiduciary responsibility to clients, robust processes for ensuring proper risk alignment, suitability of products recommended etc.
We are working on a fee-only charge model for Financial Planning. This ensures that the advice dispensed is conflict free, client-centric & unbiased.
Trusts & Wills protect & ensure smooth transmission to the right beneficiaries.
A professional team to back you : We have an expert team consisting of well trained, qualified & competent financial planners, who are CFP certificants, to offer high quality advisory inputs after clear understanding of client needs. Our advice is offered after incisive analysis & with the aid of strategic inputs from all planners involved, to ensure that we deliver clarity & outstanding value to our clients.
We have adequate experience in handling diverse client situations and have a team of experienced Financial Planners who have the CFPCM certification or have completed the education requirements in the program. We would hence be able to offer appropriate, client centric advice after due consideration of their needs, personal situation and after detailed analysis & deliberations. Our clients can leverage our experience & expertise to access well suited advice, in their situation.
We also provide specialised Retirement Planning & asset allocation advice to setup our clients for a well funded retirement. This is proving to be one of the sought after advisory areas and we have deep expertise here.
Advice delivery & engagement : We work from our office in Navi Mumbai and handle clients across the country in places like Mumbai, Chennai, Bangalore (Bengaluru), Kolkata, Ahmedabad, Pune, Hyderabad, Delhi, & even from many smaller towns & cities.
We work with NRIs too from places like Singapore, Hong Kong, Malaysia, Bahrain, Kuwait, Nigeria etc. We use technology to help us service our clients, during our planning interactions and beyond. With technology, we are able to give our clients an immersive experience, as they would have in a face to face interaction.
Whom do we best serve : Those in service & professionals are our focus group. We can serve these people best, over their entire lifecycle. You could trust us to do the right thing by you, as we swear by two cornerstone principles – ethics & integrity. Clients have found us to be trustworthy, dependable, ethical & professionally top-notch. Our client testimonials speak for themselves. We are looking for long-term, win – win relationships with all our clients.
Come to us for your Success Planned!