A Bit About Ladder7

"Ladder7 Wealth Planners Pvt. Ltd., founded by industry pioneer Suresh Sadagopan, is a leading SEBI Registered Investment Adviser (RIA) based in Mumbai, India. The firm specializes in fee-only financial planning & wealth advisory services for families & individuals.

Ladder7 is renowned for its professional competence, integrity, & trustworthiness. With a presence in the field since 2004, Ladder7 combines extensive experience & considerable expertise to deliver holistic financial planning solutions to clients, globally.

How we help you?

  • Registered Investment Advisors
  • Professional Team Backing You
  • Advice Delivery & Engagement

We conform to SEBI IA regulations highest fiduciary standards, ensuring client-centric & unbiased advice. Our fee-only model ensures independence & alignment with client goals, backed by our strict standards in Education, Certification, Compliance, & Ethics.

Our well-trained team of Financial Planners offers high-quality, client-focused advice with deep analysis & strategic insights. Drawing upon our experience with varied client situations, we offer customized guidance for achieving financial goals.

We provide comprehensive financial planning services to clients in India & globally, leveraging technology for delivery & seamless interactions. Our dedicated team serves clients across India & NRIs from diverse countries & works in their best interests.

Meet our founder

Suresh Sadagopan

Managing Director, Ladder 7

Meet Our Founder Meet Our Founder

Meet Our Founder Meet Our Founder

Meet Our Founder Meet Our Founder

Shankar Rokade

Senior Manager, Operations & IMS

Prateek Patani

Senior Manager, Investment Advisory Division

Pankaj Haryan

Manager, HR & Client Engagement

Amol Erkar

Senior Financial Planner

Rutuja Baviskar

Senior Financial Planner

Rohit Tatkare

Senior Financial Planner

Snehal Raul

Associate Financial Planner

Mohit Jhamnani

Associate Financial Planner

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Our Timeline Through The Years

2004

Ladder7 Financial Advisories was established. Suresh Sadagopan was the lone advisor holding fort!

2005

Expanded service offerings with multiple levels of Financial Planning (FP) and additional services.

2006

The Comprehensive FP version gained client acceptance & became the primary focus for Ladder7.

2007

Recruits Financial Advisors & Operations person.

Till 2010

Refined financial plans & advisories based on client feedback & market needs.

2010

Introduced fee-only services, allowing clients to implement plans independently.

2013

Registered with SEBI as an Investment Advisor, when IA Regulations were introduced in 2013.

2016

Transitioned to a Direct Plan model for mutual funds.

2018

Shifted most legacy clients to a pure advisory engagement.

2021

Became a Corporate RIA & rebranded as Ladder7 Wealth Planners Pvt. Ltd.

2022

Focused on becoming a people-centric organization, enhancing employee & client engagement.

Schedule a consultation today!

Our team of financial advisors will work closely with you to understand your unique needs & goals and guide you on the optimal path forward.

Let's Begin
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