Who We Are
ABOUT US
Since inception in 2011, Ladderup Wealth Management has broken the ranks and has established itself as one of the most premier wealth management firms in the country.
Our unique approach to Wealth Management has ensured that our clients make superior returns consistently without jeopardizing their capital by taking unreasonable risks.
We believe that your Wealth is irreplaceable. You have acquired it after decades of hard work. It is very important that it is constantly monitored and nurtured. Improper or Incompetent advice can have perilous consequences for your wealth.
Ladderup Wealth Management, with its seasoned professionals, an enduring and tested philosophy and an enviable performance track record can ensure that you receive the best attention that your wealth deserves.
Our Vision
To be the finest private wealth management firm in the country by maintaining the highest standards of integrity, transparency, and competence
Risk Management
"Risk means, more things can happen than will happen"
– ELROY DIMSON
WHY Ladderup
- Investing is like gazing at a crystal ball. Every time you invest, you make assumptions about the future.
- With so many imponderables many of these assumptions may not go right, or the opposite may happen.
- The most important aspect of Wealth Management is managing Risk.
- Ladderup Wealth has developed proprietary Risk Management models that ensure adequate diversification of risk and efficient monitoring.
What We Do
ABOUT US
Each individual is unique and so are his or her financial requirements.
We understand that your time is a precious resource.
We can help you create a plan that emulates your lifestyle, work ethic, and professional commitments.
At Ladderup we do 4 things that our clients need:
- Preserve, manage and accumulate wealth in accordance with a clients’ objectives
- Enable hygienic organization and visibility of your financial assets
- Ensure that you avoid investment and management pitfalls
- Manage wealth in a tax efficient and compliant manner
For us, client centricity is not just a fashionable statement. It means that every interaction is driven by your needs.
WHAT WE DO
What makes us different
When you’re a Ladderup Wealth client, you’ll experience a level of service and personal attention that’s hard to find elsewhere. Our team will take the time to get to know you, your life, and your family — the financial intricacies as well as the personal dynamics — and work in partnership with you to address your concerns.
Customised Solutions
We do not believe in a “One size fits all” approach towards managing your irreplaceable wealth.
When you become a client, we get to know you and your life, and what’s truly important to you. Each recommendation we make, a problem we solve, and a milestone we help you achieve is grounded in our support for your continued success and wellbeing.
Who are you ?
Retired Professional
Retired Professional
For a retired person, irreplaceability would mean the inability to earn a portion of his wealth again. Capital preservation is of utmost importance. Yet a concern to be addressed is that high-risk aversion should not generate returns that may be lower than inflation which may lead to capital erosion in the long term.
Business Owner
Business Owner
Most of a business owner’s wealth is deployed and ploughed back in the business. Any wealth that he sets aside and invests outside the business should be readily available to serve him and his family in times of business distress.
You could also utilize this wealth to fund new ideas.
Professionals
Professionals
Professionals are unique because their income levels are proportion to the working hours. Any absence has a direct bearing on the current and future income.
Professionals must create a secondary stream of passive income. This can help during unexpected emergencies like illnesses or any accident jeopardising the career.
Therefore, a systematic approach to wealth management must be deployed to create a large enough sum of wealth that can help weather any storm.
Women professional
Women professional
Financial independence for a woman can contribute towards her emotional independence. Whether single or married, every woman should work towards building her wealth.
Her wealth can help her realize her dreams and aspirations and support her loved ones in times of need.
THE MEMBERS
Our Team
We at Ladderup Wealth leverage the personal experience of our team of CAs, CFAs, MBAs to manage the wealth of our clients just the way it should be.
Raghvendra Nath
He has more than 27 years of experience in the financial services with stints in Mutual Funds, Broking and now Multi Family Office.
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Sunil Goyal
Sunil Goyal is the co-founder and chairman of the Ladderup Group and set its foundation 30 years ago.
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TESTIMONIALS
What our clients say
My first impression of Ladderup was very good. They honestly look at requirements and adjust the portfolio accordingly.
I took a chance and trusted them but I can say Ladderup has not disappointed. They have given me safe advice and never forced me into any investment, I was not comfortable with.
If I could describe the service at Ladderup in a few words, I would say it's professional with a personal touch.
I value the openness and professionalism at Ladderup. Their advice is always very logical.
I think Ladderup is an organization that takes care of their customer's interests and have a professional approach. I especially appreciate the transparency show during discussions.
Ladderup is a team of hard-working professionals guided by a very Trustworthy Leadership.
