Suresh Sadagopan

Ladder7 Wealth Planners

Wealth Advisory Firm

Service Location

Mumbai

Professional Licenses

FPSB

#IN149925

SEBI RIA

#INA000016001

Fee Only Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a fixed fee-only basis, ensuring their recommendations are strictly aligned with your best interests without conflict of interest from commissions or asset accumulation.

Contact Information

Address

513/514, Skylark, Plot No. 63, Sector 11, Sakal Bhavan Road, CBD Belapur, Navi Mumbai, Maharashtra- 400614.

Website

https://ladder7.co.in/

Client Focus & Services

Best suited for

High-net-worth individuals, families, and institutions requiring sophisticated wealth management services. Clients with investable assets typically exceeding ₹1 crore who need multi-disciplinary teams handling complex financial needs.

Problems solved

Complex wealth management, multi-generational planning, tax-efficient portfolio construction, alternative investment strategies, risk parity management, concentrated position diversification, family office services, sophisticated estate planning, international wealth management, philanthropic advisory.

What this advisor does NOT do

This advisor does not sell insurance products, mutual funds, or any commission-based financial products. They do not accept referral fees from third parties. They do not provide daily stock trading recommendations or speculative investment advice. They do not offer tax return preparation, legal drafting, or actuarial services.

About Suresh Sadagopan

Suresh Sadagopan serves as the Principal Officer of Ladder7 Wealth Planners Pvt. Ltd., a specialized financial planning and advisory firm based in Mumbai, India.

With extensive experience and qualifications such as Certified Financial Planner (CFPCM) and Chartered Trust & Estate Planner (CTEPTM), he is a Registered Investment Adviser (RIA) with fiduciary responsibility.

Suresh has played significant roles in industry associations, including founding The Financial Planners' Guild, India (FPGI), and serving on the board of directors of FPSB India.

He is a respected speaker, writer, and media presence, sharing his expertise to empower individuals in making informed financial decisions.

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