WHO WE ARE

We are an independent private wealth management and investment advisory firm catering to the needs of affluent individuals, families, and businesses.

What is Ladderup’s Philosophy?

At Ladderup wealth management, we start with the notion 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 and resources.

Driven by this, Ladderup’s investment philosophy has 4 dimensions:

  • Risk management is at the forefront

    We don’t chase returns. The returns we deliver are commensurate with the risk each client is comfortable with.

  • Minimize costly mistakes

    These mistakes are caused by misjudging products or environments. While we cannot control external factors we focus on carefully correct asset allocation, watching the market closely and keep an exit window alive for all our investment.

  • Institutionalizing experience

    We ensure that our best practices are not people dependent. We document our experiences, processes and best practices and train our teams in them.

  • Correct the small mistakes, to avoid the big mistakes

    There is never any ONE big mistake that causes capital loss. It is invariably a series of small mistakes that lead to events or corrections destroying a client’s capital. We ensure that every step of our investment and client management process is carefully monitored to ensure that such big mistakes are avoided.

OUR VISION

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

What does our vision mean to you?

01

Finest

We focus on an all-round experience that includes performance, service, practices, processes, systems, and team.

02

Wealth Management

We define the space that we want to operate in. While the organization will provide complete family office services, the primary product remains management of wealth.

03

Maintaining

We wish to realize our vision by not compromising on our key values

04

Highest standards

We identify and benchmark the best of our contemporaries in India and around the world in specific areas that we wish to emulate to ensure that you receive world-class service

05

Integrity

This is the heart of a client-centric business like ours. It covers aspects like honesty, ethics and placing our clients’ interest first.

06

Competence

This is an enabler of our results. Our vision of being ‘The finest’ would only be achieved only when we build a highly competent organization. We continually hire outstanding candidates and continually invest in improving their skills and knowledge.

What will Ladderup do for you?

We believe that each individual is unique and so are his (her) financial requirements.

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.