our team

A good team matters, when it really matters

Know Us Better

Suresh Sadagopan is the Founder of Ladder7 Financial Advisories, a specialist Financial Planning/ advisory firm. Ladder7 was founded by him in 2004 and has since been in the field of financial planning & advisories. He was on the board of directors of FPSB India for the period between 2013 -15. He was the founder President of The Financial Planners’ Guild, India. He is now an advisory board member of FPGI & Network FP. He has also contributed in several committees of FPSBI, over the years.

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 blogs & writes regularly on LinkedIn as well. He is a speaker at various conferences & seminars in the Financial domain. He conducts sessions for the benefit of the advisory community & also acts as a mentor to financial planners who are coming into the profession.

He has participated in several shows on NDTV Profit, NDTV, CNBC Awaaz, CNBC TV18, Bloomberg & DD News. He was also on the expert panel of FPSBI on “Gold as an asset class”, participated in several panel discussions by DNA & Money Today. Participates regularly in lectures, panel discussions etc. on personal finance subject in various fora.

THE CORE TEAM

Prateek Patani

Prateek has been with Ladder7 for over three years and is passionate about fee-only advisories & can be often seen discussing about the future of this profession with the Founder of Ladder7. Fidcuciary practice is something he knows and has imbibed during his growing up years from his dad – a practising 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

Vaishali is with Ladder7 for close to four 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 learnt Hindustani classical. She has lent her voice at Sangeet ceremonies in the past, as a professional singer! The loss to the artistic world is the gain for the Financial planning universe!