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Ladder7 Wealth Planners Private Limited
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Ladder7 Wealth Planners Private Limited
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.
Suresh Sadagopan is the Principal Officer of Ladder7 Wealth Planners Pvt. Ltd., a specialist Financial Planning/ advisory firm based in Mumbai, India. Ladder7 Financial Advisories, founded by him in 2004, was one of the most respected firms in financial planning & advisory space. It metamorphosed into a corporate entity as Ladder7 Wealth Planners Pvt. Ltd. in 2021.
Suresh Sadagopan is a Registered Investment Adviser (RIA) with Fiduciary responsibility. He has done MMS & is a Certified Financial Planner (CFPCM), a Chartered Trust & Estate Planner (CTEPTM) & a 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 addressed several gatherings and TV audiences on the subject of finances to coach them on personal finance 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 has been with Ladder7 for over seven 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!
Shankar is the head of operations at Ladder7. He has been exemplary in this role for 15+ years and has been a rock of support during the transitions that Ladder7 went through over time.
He is highly – knowledgeable, reliable, committed & a man of integrity. If any work is given to him, you can – consider it done. Our Clients sing his praises all the time. They are greatly impressed with his knowledge, responsiveness, speed of execution & helpfulness.
One more noteworthy quality of Shankar is his generosity. He is inherently a giver. He has extended financial aid for education, medical emergencies & other purposes for those in need.
He is a cricket fanatic. His favourite players are Rahul Dravid, Sachin & M S Dhoni. Listening to music is his favourite pastime. He likes the old classics & Bollywood songs of 90s.
Personally, he is like a child who is boundless, frank, enthusiastic, flexible, helpful & trustworthy. That’s Shankar for you.
Shivam is a post-graduate in commerce & has completed courses in financial planning like CFP, NISM XA & XB.
He joined ‘Ladder7’ as a trainee in June 2019. Before coming to us, he traded his job with a giant financial service provider and hitched with us to become a Financial Advisor. The appeal of doing good to clients in a noble profession like Financial Advisory appealed a lot to him.
An enthusiastic cricketer & an ardent fan of the cricket stalwarts like Sachin, Dravid & Virat, his character is a perfect blend of hard work, reliability & determination. That shows at work where he has morphed into a credible Advisor at Ladder7.
Also, to his credit, he remodeled himself from an introvert to someone who is an articulate communicator, admired & loved by clients and the team for his wit & empathetic behaviour.
He is also a graceful dancer but we get to see very little of that at office!
Amol is a man with many interests and capabilities.
He has done M Com & has certifications in Financial Planning like CFP, NISM XA & XB. He was a CS aspirant once, before he realised that his heart was in financial advisory. The profession has gained an ardent practitioner; our clients find him approachable, reliable, helpful & serious about his work.
He is also an IT enthusiast & our Dexter at Office! He can repair anything under the Sun, be it a vehicle, home appliance or other such. There may be a day when he may get a call from ISRO/ DRDO to repair a rocket or a missile! You never know…
If you ever visit our office, you will get to see a lot of greenery around. Amol has a hand here too!.
He is a university level boxer who also qualified for nationals in hammer throw! He is an amateur photographer, DJ & music lover with felicity at the tabla, dholki & congo!
We are sure that his wife would find him to be a lively presence, who lends his skills at home and lightens the mood with his multifarious interests & talents!
Rutuja is an art enthusiast. She has an abiding interest in many performing arts like singing, dancing, crafting, painting & cooking. She has painted on canvas, glass, fabric bags & various other mediums. She has inherited this art from her father & her granny.
She is an exceptional mimic. She is a trained Kathak dancer as well, though we have not seen her performance yet! She is a wanderer & food connoisseur. She is an avid reader & loves both fiction & non-fiction genres. Her command of the Marathi language is phenomenal. We call her ‘Marathichya bai’ ( Marathi language teacher ).
She is affable and has a contagious smile that turns her moon-like face (round & fair) to a red cherry plum hue! She is empathetic, caring, loyal and soft-spoken.
She is no slouch when it comes to education. She has done M Com, CFP as well as NISM XA/ XB.
Her multifaceted personality along with her financial acumen makes her a wonderful financial advisor that our client’s find irresistible!
Rohit has a ravenous appetite for growth. His philosophy of life – Think big, think disruptive. Execute with passion. It is evident in everything he does.
He is the youngest Financial Planner here with CFP, NISM XA & XB certifications. He reads avidly on the subject matter & outside it to expand his knowledge base and readily shares it with the team. He is an active & noticeable participant in the work discussions & team meetings.
He is a gym nut who insists on putting his body through the paces & loves to share his valuable fitness lessons with the team. This strong guy with broad shoulders has an expansive chest that shields a caring heart!
He is a footballer & volleyball player & has represented his school in Interschool sports events.
He is a roadie & loves to go on adventurous trips. He is foodaholic & has a go when on gastronomic excursions!
He has intense love for music of all genres & all eras. He is a movie buff & an ardent fan of the ‘Marvel’ series… probably reflective of his thinking-big philosophy and adventurous nature!