Your advisor should work in your best interests
SEBI RIA | FEE-ONLY ADVISOR | FIDUCIARY
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You spend about 35-40 years of your prime life on work, just so that you may earn enough to meet your goals. If you are putting in so much time and effort to earn the money, how come you spend so little time to ensure that it is properly deployed/ allocated so that you may meet your goals?
We all have dreams in life & why not? Our families have various needs & wants and we would like to provide the best we can. But, that’s not all. We have several goals that needs to be achieved in life. Some of them are – A home, second home, holiday home, foreign vacations, children’s education ( including education abroad ), a high end car etc. Yet, we have to be careful what we wish for. Why do I say that?
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.
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.
It was a pleasure to be associated with Ladder 7 Financial advisories for preparation of the financial plan. They were meticulous in reviewing the personal income, expense, asset & liability profile, insurance coverage & investment portfolio and devise a plan to ensure fulfillment of the key life goals.