Ladderup Wealth Management

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.

Wealth management is an iterative exercise which can lead to successful results only when the portfolio choices are monitored actively and the portfolio is re-balanced regularly to give credence to the new realities, as they emerge. 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.

These three elements are the cornerstones of our advisory process

Superior Risk Management

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.

Total Returns Approach

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.

Out-performance

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.

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

At Ladderup we are driven by a single mission

To enable our clients to Accumulate, Preserve and Grow their wealth

And we accomplish this by :

Keeping our client’s wealth at the forefront of every decision we make in our company

We know that your wealth is irreplaceable. This means that building life-long client relationships means ensuring that the client’s capital is invested like the client themselves would do, given the time, resources and knowledge.

We know that wealth management is not only about your money. After all, it is about your financial freedom, the well-being of your family, and your future prosperity. Our team of qualified wealth managers understand this and do much more than just manage your wealth.

We are driven by four principles

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.

Risk management at the forefront

We don’t chase returns. Working according to the client’s risk appetite is our utmost priority while designing the portfolio. We do not push our clients to take any risk exposure that may disturb their mental peace. We work closely with all our clients to avoid making any hasty decisions that may impact their long term financial goals. The returns we deliver are commensurate with the risk each client is comfortable taking.

MInimising costly mistakes

Our job as a wealth manager is not just selling our clients a set of products.We focus on careful asset allocation, watching the market closely and keeping an exit window alive for all our investments. We believe markets deliver returns; wealth managers take the right decisions at the right time to partake in the returns from the market and manage the risks. Inferior returns are not an effect of poor selection but the result of poor monitoring and inaction.

Institutionalizing Experience

Our best practices are not people dependent. We document our experiences, processes and best practices and train our teams to execute. Our clients are not left at the mercy of one individual relationship manager. Each relationship manager is supported by a team of operations experts, product research analysts and advisors. Moreover, Our advisory process is kept centralized and only post constant discussion and deliberation is the client advised. Working with our team, the client gets complete access to the best of the resources in each domain necessary to manage their wealth.

Focus on total returns

We ensure that the risk level isn't breached and all components are performing well as a well-oiled machine. Every individual has multiple types of investments such as provident fund, bank deposit, house, mutual fund, fixed income etc.. Each of these works in silos, making it difficult to know the overall returns or overall risk exposure leading to sub-optimal portfolio management. At Ladderup, we try to get complete visibility of our client’s assets in order to allocate assets and manage risks as a whole. We believe asset allocation is more important than picking great products. Great products don’t ensure good returns but the right asset allocation does.

Who We are