Who We are
Ladderup Wealth has designed a unique wealth management proposition where the clients receive highly customised and well researched investment advice that focuses on out-performing market returns by using superior risk management solutions and with a focus on Total Returns on the client’s wealth.
These three elements are the cornerstones of our advisory process
It is the bedrock of our advisory process. We firmly believe that risk management is the only sustainable way of protecting capital and the gains and beating the benchmarks. Risk management for us, therefore, is not just a functional activity but is visible in every element of our advice.
Most of the time, only a portion of the wealth of the client is with the manager but the rest is invested in diverse places. This can result in lop-sided allocations. Our Total Returns approach helps us in avoiding a myopic view on asset allocation and therefore takes into consideration client’s broader risk levels and return expectations.
As a wealth manager, our core objective is to beat the market benchmarks in the chosen asset classes. A disciplined approach to various facets of wealth management has helped us in consistently beating benchmarks and minimizing errors of judgment.