About Us Background

Managing Wealth with

Precision and Purpose

Founded on the principles of precision and purpose, Ladderup combines time-tested financial wisdom with modern insights. We understand that wealth creation isn't just about returns, it's about safeguarding your assets, mitigating risks, and ensuring your financial journey is smooth, secure, and rewarding.

01.

Superior Risk Management

Risk management isn’t a step in our process — it is the foundation.

At Ladderup, we believe the only sustainable way to protect capital and generate consistent returns is through robust risk management. It's not treated as a standalone function but is deeply embedded into every layer of our advisory approach — from asset allocation to product selection and portfolio construction.

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02.

Total Returns Approach

Looking beyond isolated investments.

We often see wealth fragmented across multiple managers, leading to imbalanced allocations and increased risk. Our Total Returns approach takes a holistic view — factoring in your overall wealth, broader risk profile, and return expectations. This ensures that decisions aren’t made in silos but in harmony with your long-term financial objectives.

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03.

Consistent Outperformance

Discipline drives results.

Our mission is to consistently outperform market benchmarks within each asset class we operate in. By following a disciplined, research-backed process, we minimise judgment errors and position our clients to capture growth while staying aligned with their risk appetite. It’s not just about returns — it’s about getting them the right way.

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Raghvendra Nath

What our

CEO Says

Your Wealth is irreplaceable. You have acquired it after decades of hard work and sacrifices along the way. It is not possible to recreate this wealth. Therefore, it requires utmost attention so that it is preserved and grown.

In offering focused opportunities, not endless options, Ladderup carefully selects high conviction investments rather than overwhelming clients with choices. Our solutions are built to deliver sustainable growth, balancing performance with prudence and ambition with stability. From the very beginning in 2011, we have promised ourselves that we shall always ‘walk the talk’ and offer honest advisory services to all our clients, irrespective of their level of sophistication or portfolio size. We feel a great sense of satisfaction that we have been steadfast in this commitment to ourselves.

We have created a unique brand for asset management that is driven by knowledge, analysis and client interest, which has ensured that our clients generate superior returns consistently and avoid unreasonable risks. We will always be committed to helping you grow, preserve and transfer your wealth with confidence and clarity.

Raghvendra Nath

MD and CEO, Ladderup
Get to Know Us
Our Mission

To be the finest private asset management firm in the country by maintaining the highest standards of integrity, transparency, and competence.

Our Vision

To enable our clients to Accumulate, Preserve and Grow their wealth by keeping our client’s wealth at the forefront of every decision we make.

Our Core Values

We're always looking for talented individuals who share our passion for innovation and excellence.

Integrity First

We prioritise transparency, honesty, and ethical conduct in everything we do building trust that endures.

Client-Centric Thinking

Every recommendation, strategy, and action is rooted in what’s best for our clients not what’s easiest or most popular.

Discipline in Execution

We follow a consistent, research-backed approach to portfolio design and investment selection, avoiding reactionary decisions.

Risk-Aware Growth

Protecting capital is just as important as growing it. Our strategies are designed to maximise returns while managing downside risk.

Excellence Through Expertise

With decades of collective experience, we deliver insightful, high-quality solutions across asset classes and wealth needs.

Long-Term Focus

We don’t chase trends. We build resilient portfolios with a clear view of your long-term goals.

LEADERSHIP

Management Board

We're Proud to be Certified! Great Place to Work

Great Place To Work Certified
Ladderup Asset Managers

Mr. Raghvendra Nath

Co-Founder and Managing Director

Mr. Sunil Goyal

Co-Founder, Managing Director & Chairman

Mr. Manoj Singrodia

Co-Founder and Director

Leadership Bio

Partnership Team

A seasoned leader who brings strong experience and maturity to the team, ensuring clients receive thoughtful and well-rounded support. Known for his balanced approach, he believes great work comes from clarity and consistency.

Amit Basu

Sr. Vice President

Focused on helping clients build meaningful long-term wealth with a disciplined and structured approach. He brings strong conviction, clear thinking, and a results-driven mindset to every client relationship.

Gurunarayan Shukla

Vice President – Private Wealth

A trusted advisor who believes wealth planning should always be personal and client-first. He helps families build financial security with strategies designed for peace of mind and long-term stability.

Viresh Bhat, CFP

Vice President – Private Wealth

Known for his strong understanding of investor needs and practical wealth solutions. He builds lasting client relationships through trust, clarity, and consistent long-term guidance.

Himanshu Jain

Sr. Vice President – Private Wealth

A dependable wealth professional who ensures every client journey is handled with care, structure, and attention to detail. She plays a key role in turning financial plans into real outcomes.

Payal Shukla

Manager – Wealth

A hands-on wealth manager who supports clients through financial planning, portfolio tracking, and strategy execution. She is known for her structured approach, transparency, and consistent client support.

Vidhi Doshi

Assistant Manager – Wealth

More than managing money, he focuses on creating opportunities for clients to grow and scale their wealth. With a proactive approach, he helps investors take confident steps towards stronger financial futures.

Chinmay Mahangade

Assistant Manager – Wealth

Focused on building strong relationships with HNI and UHNI clients while supporting their wealth preservation and creation goals. He combines client understanding with best practices to deliver meaningful outcomes.

Nilesh Sutar

Assistant Manager – Business Development

Plays a key role in strengthening Ladderup’s brand by blending strategy, marketing, and impactful storytelling. He helps drive growth by building a consistent and credible brand presence across platforms.

Amogh Nath

Marketing Manager

Product Team

Plays an important role in the improvement of operational efficiency and is closely involved in the review of IPS, equities, and mutual funds to enhance the portfolios of the clients.

Neehar Mehta

Associate – Products

Part of the products and research team, he focuses on Bond PMS and NCDs in particular, and helps in bringing sharp and practical investment insights that translate into smarter client solutions.

Vaibhav Tiwari

Executive - Investment Advisor

Assists investment decision-making via mutual fund analysis and tailored proposal development. She also reinforces investment proposals via structured solutions for optimum results.

Kushika Jain

Executive – Products & Research

Drives portfolio reviews and research into stocks to underpin more potent direct equity strategies. Renowned for his analysis and highly focused attitude towards quality investment.

Dhairya Chedda

Executive – Product and Research

Operations Team

Ensures every client experience at Ladderup is seamless, from onboarding to servicing. She brings operational excellence with a strong client-centric DNA to each interaction.

Khushboo Gavakar

Manager – Client Servicing & Operations

Manages key transactional activities, with emphasis on accuracy, speed, and satisfaction. This includes ensuring the smooth execution of transactions and a seamless transition for long-term business growth.

Nandlal Mishra

Assistant Manager – Operations

Supports end-to-end client servicing and internal operations to ensure seamless execution. He is known for driving process efficiencies while maintaining a smooth client experience.

Shubham S. Jawalkar

Executive – Operations

A dependable support pillar that assists in making sure that the day-to-day operational workflows run smoothly. He plays a strong role in ensuring that the processes flow smoothly, are well-coordinated, and timely.

Swapnil Upadhyaya

Support Executive – Operations

He plays a vital role in the smooth functioning of key processes and backend activities, with a focus on improving system support and smooth management of LadderUp’s applications.

Sahil Kansara

Backoffice Executive

Ensures that operational execution remains accurate, timely, and client-friendly. He plays an important role in facilitating consistency in the services provided to the clients.

Shamin Kinny

Assistant Manager – Operations

Assists in building a stronger culture of integrity at Ladderup by promoting regulatory and policy compliance. Her position plays a crucial role in ensuring the organisation’s regulatory and ethical standards are upheld.

Mamta Kavoor

Compliance Officer

TESTIMONIALS

What Our Clients Say.

“LadderUp will not indulge in risky investments. I have invested in their PMS - they give proper advice, offer access to many products and provide a good platform for investing.”

Rajiv Gandhi
Client
Rajiv Gandhi

“I have had a great experience with LadderUp. They never over-promised and transparency is their biggest strength. The team is always just a call away, and this helps trust build naturally.”

Prabhanjan Verma
Client
Prabhanjan Verma

“LadderUp is a very transparent unit with full confidence in each other. I know that the advice they offer me will always be for my betterment. My portfolio has given substantial returns.”

S.D Naik
Client
S.D Naik

Media and Insights.

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FEATURED

Media Coverages

READ BLOGS

Strategies and Insights.

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02
Jan
NEWS

We are proud to be “Great Place to Work” Certified.

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02
Jan
PODCASTS

What Happens to Your Wealth When You’re Gone? A Deep Dive Into Wills...

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02
Jan
PODCASTS

GIFT City: Where the Future of Offshore Investing Moves Onshore

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02
Jan
PODCASTS

What’s Driving Gold Prices – Fundamentals or Fear?

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02
Jan
BLOGS

Behavioral Biases and their impact on Personal Finance

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29
Jan
BLOGS

Passive Investing: Why Doing Less Can Sometimes Earn You More

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29
Jan
BLOGS

The Perils of Hindsight – Looking Beyond Past Performance in Investments

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