Ladder7 Wealth Planners Pvt. Ltd.

  • Reg. Number INA000016001
  • ValidityJul 27, 2021 - Perpetual
  • TypeSebi Registered Investment Advisor
  • About

    It has been a fulfilling and eventful journey at Ladder7 where we learned a lot along the way. We experimented in terms of advisory service offerings as there was not much to go by when we started (we were one of the first ones to offer financial planning/advisory services).

    We listened to clients. They were the ones who helped us with lots of ideas. They let us know their pain points around which we started building solutions. This resulted in advisory offerings which were aligned to the client’s needs and hence were well received when we introduced them. Our Comprehensive Planning & Advisory engagement that we offer today has come out of this evolutionary journey.

    The other thing which shaped our thinking were practices & ideas which we came across in books/publications, written by global planning community. Seminars, both national & international, helped in seeding new ideas & in updating our existing services. Along the way, we also qualified with further credentials on Estate Planning as well as on Life Planning, which further helped us to offer specialised services to our clients.Suresh Sadagopan is the Principal Officer of Ladder7 Wealth Planners Pvt. Ltd., a specialist Financial Planning/ advisory firm based in Mumbai, India. Ladder7 Financial Advisories, founded by him in 2004, was one of the most respected firms in financial planning & advisory space. It metamorphosed into a corporate entity as Ladder7 Wealth Planners Pvt. Ltd. in 2021.

    Suresh Sadagopan is a Registered Investment Adviser (RIA) with Fiduciary responsibility. He has done MMS & is a Certified Financial Planner (CFPCM), a Chartered Trust & Estate Planner (CTEPTM) & a Registered Life Planner (RLP).

    He was on the board of directors of FPSB India, the CFP certifying body in India, for the period between 2013 -15. He has been in several committees of FPSBI, over the years.

    He founded The Financial Planners’ Guild, India (FPGI) in 2010 and was the founding President for about four years. FPGI is an association where all members are RIAs (fee-only advisors). The mandate of FPGI is to spread financial planning awareness among the public as well as to enable members to metamorphose into the best in business. Currently, he is an advisory member to the board of FPGI.

    He is a founding member of the Association of Registered Investment Advisers (ARIA). He is a board member & Co-chairman of ARIA in 2019.
    He conceptualised & conducted an RIA Summit held in January 2018, which was done under his chairmanship. He was on the advisory board of Network FP.

    He has addressed several gatherings and TV audiences on the subject of finances to coach them on personal finance and enable them to take the right decisions to achieve financial freedom.

    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 also contributed to blogs on FinancialPlanet.org, the international blog of FPSB US. His blog was one of the Top 10 blogs of 2012.

    He has participated in several shows on NDTV Profit, NDTV (The Big Fight), CNBC TV18, Bloomberg Quint, India Today TV, BTVI, CNN IBN, CNBC Awaaz etc. He has also participated as a speaker & as an expert in several panel discussions organized by FPSB India, Network FP, Outlook Money, Money Today, DNA etc.

    He recently was a jury member to select the winners of Business Today – Money Today Financial Services awards 2018, in several Financial Services categories

    Contact Person
    Suresh Sadagopan
    Registered Address
    B-404, Kaveri CHS, 5th Road, Near RBI Quarters, Diamond Garden, Chembur (East), MUMBAI, MAHARASHTRA, 400071
    Communication Address
    B-404, Kaveri CHS, 5th Road, Near RBI Quarters, Diamond Garden, Chembur (East), MUMBAI, MAHARASHTRA, 400071