Company Information

Get to know Ladder7 Wealth Planners Private Limited

Ladder7 Wealth Planners Private Limited, which operates under the brand name Ladder7 Financial Advisories, is a prominent fee-only financial planning and wealth management firm. Founded in 2004 (and incorporated as a private limited company in 2008) by Suresh Sadagopan, the company is committed to providing professional, fiduciary, and holistic financial advisory services without conflicts of interest arising from commissions. They specialize in creating comprehensive financial plans for individuals covering aspects like retirement, investment management, insurance, and goal-based planning, operating strictly on a fee-for-service model.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Ladder7 Wealth Planners Private Limited

India

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.