Ladderup Wealth Management

What Ladderup Wealth Management does

Ladderup Wealth Management, operating as LadderUp Asset Managers Pvt. Ltd., is a Mumbai-based wealth and asset management firm registered with SEBI as a Portfolio Manager (registration INP000007775). Founded in 2011 by Managing Director and CEO Raghvendra Nath, the firm provides personalized wealth management advisory and operates three proprietary Portfolio Management Services (PMS) products: 1UP MultiManager FOF (a fund-of-funds strategy backed by a 14+ year proprietary predictive model for mutual fund selection and monitoring), Proud Portfolio (an equity PMS targeting multibagger stocks via a 100+ factor framework), and Credit Opportunities Portfolio (a bond portfolio lending to bank-backed businesses). It primarily serves high-net-worth individuals alongside persona-based segments including salaried professionals, working women, retired professionals, and second-generation business owners in India, with a regional office opened in Dubai (Business Bay, UAE) in 2024 to serve Middle East clients.

The firm's competitive positioning rests on proprietary risk management metrics developed for each asset category and a portfolio-level risk assessment system that evaluates interactions across asset classes, sectors, styles, geographies, and instruments. A digital portfolio analysis tool hosted at ladderup.investwell.app supports client engagement and lead capture, though the firm's investment processes appear research- and judgment-driven rather than platform- or AI-driven. The firm holds no patents, trademarks, or disclosed AI/ML capabilities.

Ladderup operates a sales-led, high-touch advisory model generating revenue from advisory fees and asset management fees on AUM. Pricing is not publicly disclosed and is structured around bespoke client engagements with annual billing. Distribution relies on direct advisory sales across India and the UAE, complemented by earned media (CNBC, Economic Times, Business Standard, Moneycontrol, Forbes India), content marketing, and thought leadership by the Managing Director. The firm reports 18% audited returns over 14 years and a 95% client exclusivity rate, though no AUM, revenue, or fee figures are publicly disclosed. The legal entity (CIN U74140MH2008PTC177491) is a private limited company incorporated in Maharashtra, India, with no disclosed parent, external investors, or funding history.

Name

Ladderup Wealth Management

Legal name

LadderUp Asset Managers

Website

https://ladderupwealth.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Ladderup Wealth Management is a Mumbai-based SEBI-registered Portfolio Manager offering personalized wealth advisory and three proprietary PMS products (1UP MultiManager FOF, Proud Portfolio, Credit Opportunities Portfolio) to high-net-worth individuals and other segments across India and the UAE.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Large-Cap Equity (Active) (FSAAAIAA)

Keywords

• Wealth management
• Portfolio management services
• Investment advisory
• Asset management
• Financial planning

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory: Personalized strategies that align with client goals, offering comprehensive financial planning, estate planning, and risk management. Revenue generated through advisory fees for personalized wealth management services.
2. Asset Management Products: Expert-driven investment solutions through innovative products like 1UP MultiManager FOF, Credit Opportunities Portfolio, and Proud Portfolio PMS. Revenue generated through management fees on AUM (Assets Under Management).

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Ladderup Wealth Management is an integrated wealth and asset management firm offering personalized financial strategies and proprietary Portfolio Management Services (PMS) products. It sells three core PMS products — 1UP MultiManager FOF (a fund-of-funds for mutual fund selection), Credit Opportunities Portfolio (a bond portfolio targeting credit spreads), and Proud Portfolio (an equity PMS targeting multibagger stocks) — alongside wealth management advisory covering financial planning, estate planning, and risk management.

Product overview

Ladderup Wealth Management operates as an integrated wealth and asset management firm offering a platform of proprietary investment products and advisory services. The core product suite consists of three distinct PMS offerings: 1UP MultiManager FOF (a Fund of Funds for optimizing mutual fund selection and monitoring), Credit Opportunities Portfolio (a bond portfolio targeting credit spreads from bank-backed businesses), and Proud Portfolio (an equity PMS focused on identifying multibagger stocks). These products are complemented by Wealth Management and Asset Management advisory services that provide personalized financial planning, estate planning, and risk management. The three PMS products function as complementary strategies addressing different risk profiles and investment objectives—from the diversified fund-of-funds approach to credit-focused fixed income and growth-oriented equity investing.

Differentiator

Problem solved

Functional benefit

Brands

• 1UP MultiManager FOF: A Fund of Funds PMS designed to optimize returns by selecting and monitoring mutual funds.
• Credit Opportunities Portfolio (COP)
• Proud Portfolio

Products and services

• 1UP MultiManager FOF A Fund of Funds Portfolio Management Service that selects and monitors mutual funds on an ongoing basis, exiting underperformers, to deliver optimized long-term outcomes for investors with existing mutual fund portfolios.
• Credit Opportunities Portfolio (COP) A bond portfolio that lends to proven, profitable businesses backed by banks, capturing credit spreads through rigorous credit analysis, security structures, and active monitoring until maturity, with capital protection as a core design principle.
• Proud Portfolio An equity Portfolio Management Service that uses a proprietary framework tracking over 100 qualitative and quantitative factors to identify and hold India's next market leaders (multibaggers) for long-term compounding.
• Wealth Management Services Personalized financial strategies that align with client goals, offering comprehensive financial planning, estate planning, and risk management for individuals across life stages.
• Asset Management Services Expert-driven investment solutions targeting growth through the firm's proprietary PMS products — 1UP MultiManager FOF, Credit Opportunities Portfolio, and Proud Portfolio — bundled with ongoing research, monitoring, and rebalancing.

Quantifiable outcome

• 18% audited returns over 14 years of wealth management
• +2 more outcomes

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Entrust Family Office: India-focused boutique offering wealth advisory, PMS, and family office services. Comparable boutique scale with personalized HNI advisory and similar product breadth.
• Validus Wealth: Boutique Indian wealth advisory firm serving HNI and family office clients with portfolio management and financial planning. Comparable in boutique positioning and HNI advisory focus.
• ASK Wealth Management: India-focused private wealth and portfolio management firm offering PMS, AIFs, and family office services to HNI clients. Closely comparable in boutique scale, PMS-led offering, and HNI client profile.
• Sanctum Wealth: Boutique Indian wealth manager offering PMS, investment advisory, and private wealth services to HNI/UHNI clients. Closely comparable boutique positioning and personalized advisory model.

Broad incumbents

• 360 One (formerly IIFL Wealth): One of India's largest listed private wealth managers offering PMS, AIFs, and family office services. Directly comparable in target HNI segment and product mix (PMS, fund-of-funds, structured credit).
• Anand Rathi Wealth Management: Listed Indian wealth manager offering HNI and UHNI advisory, financial planning, and PMS products. Comparable in serving affluent Indian clients with bespoke portfolios, but at materially larger AUM scale.
• Motilal Oswal Wealth Management: HNI and UHNI wealth advisory arm of Motilal Oswal group offering PMS, portfolio advisory, and equity-led strategies. Comparable in equity PMS orientation and Indian HNI client focus.
• Julius Baer Wealth Management (India): Global private bank with India operations serving UHNI clients with discretionary portfolio management and wealth structuring. Comparable in targeting wealthy Indian/NRI clients with PMS-style advisory.
• Kotak Wealth Management: Bank-affiliated private wealth and priority banking arm serving HNI and UHNI clients with PMS, AIFs, and advisory. Overlaps with Ladderup's HNI focus but benefits from Kotak Bank's larger distribution.

Emerging players

• PPFAS Mutual Fund: Indian asset manager with active equity and passive fund offerings, including flagship active equity strategies. Partial overlap as a competing source of HNI capital allocation versus Ladderup's Proud Portfolio PMS.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Ladderup_Wealth
• Facebookfacebook.com/LWMPL
• LinkedInlinkedin.com/company/ladderup-wealth-management-private-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ladderup Wealth Management