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The Advisory Journey So Far

It has been a fulfilling and eventful journey at Ladder7 where we learned a lot along the way. We experimented in terms of advisory service offerings as there was not much to go by when we started (we were one of the first ones to offer financial planning/advisory services).

We listened to clients. They were the ones who helped us with lots of ideas. They let us know their pain points around which we started building solutions. This resulted in advisory offerings which were aligned to the client’s needs and hence were well received when we introduced them. Our Comprehensive Planning & Advisory engagement that we offer today has come out of this evolutionary journey.

The other thing which shaped our thinking were practices & ideas which we came across in books/publications, written by global planning community. Seminars, both national & international, helped in seeding new ideas & in updating our existing services. Along the way, we also qualified with further credentials on Estate Planning as well as on Life Planning, which further helped us to offer specialised services to our clients.

Hello,
I'm Suresh.

Founder,
Principal Planner

Suresh Sadagopan is the Founder of Ladder7 Financial Advisories, a specialist Financial Planning/ advisory firm. Ladder7, founded by him in 2004, has become one of the most respected firms in financial planning & advisory space.

Suresh Sadagopan is a Registered Investment Adviser (RIA) with Fiduciary responsibility. He has done MMS, Certified Financial Planner (CFPCM), Chartered Trust & Estate Planner (CTEPTM), Registered Life Planner (RLP).

He was on the board of directors of FPSB India, the CFP certifying body in India, for the period between 2013 -15. He has been in several committees of FPSBI, over the years.

He founded The Financial Planners’ Guild, India (FPGI) in 2010 and was the founding President for about four years. FPGI is an association where all members are RIAs (fee-only advisors). The mandate of FPGI is to spread financial planning awareness among the public as well as to enable members to metamorphose into the best in business. Currently, he is an advisory member to the board of FPGI.

He is a founding member of the Association of Registered Investment Advisers (ARIA). He is a board member & Co-chairman of ARIA in 2019.
He conceptualised & conducted an RIA Summit held in January 2018, which was done under his chairmanship. He was on the advisory board of Network FP.

He has been addressed several gatherings and TV audiences on the subject of finances to coach them on personal finances and enable them to take the right decisions to achieve financial freedom.

He contributes regularly in various publications on Finance & related subjects. He has written hundreds of articles on various aspects of Finance and related subjects for reputed publications like The Times of India, Business Standard, The Economic Times, Money Today, Outlook Money, India Today, Moneycontrol.com, DNA Money, Financial Planning Journal, etc. He also contributed to blogs on FinancialPlanet.org, the international blog of FPSB US. His blog was one of the Top 10 blogs of 2012.

He has participated in several shows on NDTV Profit, NDTV (The Big Fight), CNBC TV18, Bloomberg Quint, India Today TV, BTVI, CNN IBN, CNBC Awaaz etc. He has also participated as a speaker & as an expert in several panel discussions organized by FPSB India, Network FP, Outlook Money, Money Today, DNA etc.

He recently was a jury member to select the winners of Business Today – Money Today Financial Services awards 2018, in several Financial Services categories

Prateek Patani - Sr. Financial Planner

Prateek has been with Ladder7 for over four years and is passionate about fee-only advisories & can be often seen discussing the future of this profession with the Founder of Ladder7.

Fiduciary practice is something he knows and has imbibed during his growing up years from his dad – a practicing lawyer, near Nasik.

He has done his B Com & MBA in Finance. He has also additionally done the Certified Financial Planner (CFP) certification as well as Chartered Trust & Estate Planner (CTEP) Certification, which are both required & useful in the current financial planning profession.

He is an elegant dancer & belts out peppy tunes at office parties, is a gregarious presence in the office and brightens up client’s lives!

Vaishali Doshi - Sr. Financial Planner

Vaishali is with Ladder7 for close to five years & can easily be identified in a crowd by her ever smiling countenance! She is affable & gets along well with everyone.

She has done her B Com and went on to do the Certified Financial Planner (CFP) certification as well,  to prepare her for a career as a financial planner. She has in the past worked in other capacities and has finally found her mojo in financial planning – you now know why she is smiling!

She would have been a home chef, given her interest in cooking. She loves singing & has learned Hindustani classical.

She has lent her voice at Sangeet ceremonies in the past, as a professional singer! The loss to the art world is the gain for the Financial planning universe!

Anuj Kesarwani - Associate Financial Planner

Anuj has come to Ladder7, all the way from Prayagraj. He has an abiding interest in Financial Planning & eagerly sought us out when we had a vacancy at Ladder7 for financial planners.

He has done B.Com, a PG in Insurance Management, passed CA INTER; and always wanted to do something in life that adds value to someone’s life but didn’t know exactly what.

To his delight, he found Financial Planning & embraced it wholeheartedly as the idea of helping people with their finances appealed to his finer senses. He completed QPFP & CFP certification to prepare him for a career as a financial planner.

In his spare time, you will find him watching movies. Else, he likes to spend quality time with family, friends, and relatives or traveling to new places and reading his favorite books.

Sunny Gala - Associate Financial Planner

Sunny is a local, unlike many other financial planners we have in the team.

A feeling of stagnation in terms of new learnings was acutely felt by him. He heeded the call of his heart to make a career switch from a different profession to financial planning.

He has done M.Com, a Post graduation in Finance, cleared CFA (Level 2) and has also done CFP Certification. That’s a hell lot of qualifications!

An avid reader & a Jeffery Archer fan, he watches movies & also has a passing interest in cooking. Good for his wife, what say?!

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