Having Ladder7 as financial advisers for several years has been a rewarding engagement. Suresh Sadagopan and his team have been fantastic and transformed financial planning in India. Their ongoing review of our financial situation and goals has been holistic, and they have suggested suitable asset allocation, funds for investment and course corrections as necessary.

The take-away is that I can confidently share that their advice puts the client first, and is free from any conflict of interest. I value the peace of mind (can a price be put on this?) that comes from knowing that our finances are under knowledgeable and competent advice, freeing me to pursue other interests.

Surendra Ranganath

Puducherry

Seven years back, we approached Ladder7 for financial planning based on the recommendation of a friend who was already using their services. Once the first year’s plan was in place, Suresh Sadagopan and his team gained our complete trust. The friendly but professional team painstakingly collected the required details from us and offered a thorough plan with detailed recommendations based on our goals. And, there was no looking back.
Now we enjoy the freedom of guilt-free spending because we know we are saving enough for our goals in the right instruments as we implement Ladder7’s recommendations.
Other than the meticulous financial plan, what we love is the information that is regularly sent our way so that we remain up-to-date about the developments in the financial realm.We consider ourselves part of the Ladder7 family. Without second thoughts, we would recommend Ladder7 to anyone who wishes to avail the services.

Bindhu & Unny

Mumbai

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