Ladder7
Ladder7 Wealth Planners Pvt. Ltd. is a fee-only, SEBI-registered Investment Advisor (RIA) headquartered in Navi Mumbai that delivers comprehensive financial planning, life planning, and wealth management services to affluent individuals, families, and NRI/global clients across 15+ countries.
- Company typePrivate
- Founded2004
- HeadquartersMumbai, India
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Ladder7 does
Ladder7 Wealth Planners Pvt. Ltd. is a fee-only, SEBI-registered Investment Advisor (RIA) headquartered in Navi Mumbai, India, providing financial planning, life planning, and wealth management services to affluent individuals, families, professionals, business owners, and NRI/global clients across 15+ countries. Founded in 2004 by Suresh Sadagopan and incorporated as a private limited company in 2016, the firm operates under SEBI IA Regulations 2013 with a fiduciary standard of care and holds BASL Membership No. 1017. Its core services — Financial Planning, Wealth Management, and Life Planning — are supplemented by a Financial Health Report assessment tool and an educational content platform comprising blogs, infobites, podcasts, and a published founder-authored book.
The firm has no proprietary technology platform; advisory delivery is human-led and consultative, with a structured discovery-onboarding process accessed via website, phone, and WhatsApp. Revenue is generated through fee-only advisory engagements (no commissions from product providers), making the model conflict-free and subscription/recurring in nature. Customer acquisition relies on content marketing, media appearances in outlets such as Moneycontrol, Mint, Livemint, and Outlook Money, referrals from existing clients, and direct outreach. The firm maintains 300+ active clients, has delivered 1,000+ financial plans, logged 60,000+ consultation hours, and reports zero investor complaints across multiple SEBI compliance audits.
Ladder7 is bootstrapped with no external funding, no parent company, no subsidiaries, and no disclosed M&A activity. Ownership is concentrated in founder-management, consistent with Indian boutique RIA structures, and the team comprises the founder plus named advisors (Rohit, Prateek, Shankar, Rutuja, Shivani) and a Head of Customer Care. Competitive positioning rests on regulatory standing, long client tenures, and personal-CFO delivery rather than technology differentiation.
Ladder7 firmographics
Firmographics- Name
- Ladder7
- Legal name
- Ladder7 Wealth Planners Pvt. Ltd.
- Website
- https://ladder7.co.in
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Ladder7 Wealth Planners Pvt. Ltd. is a fee-only, SEBI-registered Investment Advisor (RIA) headquartered in Navi Mumbai that delivers comprehensive financial planning, life planning, and wealth management services to affluent individuals, families, and NRI/global clients across 15+ countries.
- Ownership category
- akta.pro rank
Ladder7 industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement Income Planning & Decumulation Advisory (FSAEABAD)
Keywords
Where Ladder7 is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
Ladder7 business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-only Advisory Services: Ladder7 operates as a fee-only, conflict-free SEBI Registered Investment Advisor. They charge advisory fees directly from clients and do not accept commissions or remuneration from product providers, ensuring unbiased advice aligned with client interests.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Ladder7 product offering
Product offeringCore offering
Ladder7 is a fee-only, conflict-free SEBI Registered Investment Advisor that delivers comprehensive financial planning, life planning, and wealth management services to affluent individuals, families, professionals, and NRIs across 15+ countries. The firm operates as personal CFOs for clients, advising on goal-based investing, retirement, and portfolio management while accepting no commissions from product providers. Services are delivered through one-on-one consultations, structured discovery, and ongoing reviews anchored by fiduciary standards.
Product overview
Ladder7 is a fee-only, conflict-free SEBI Registered Investment Advisor offering a unified financial advisory service built around three core pillars: Financial Planning, Life Planning, and Wealth Management. These core services are supplemented by a Financial Health Report assessment tool and an extensive educational content library comprising Blogs, Infobites, and Podcasts. The company also published the book 'If God Was Your Financial Planner' by founder Suresh Sadagopan. Rather than a software platform with modular components, Ladder7 delivers human-delivered professional advisory services focused on comprehensive financial planning, fiduciary duty, and client-centric wealth management.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning service that helps clients understand their financial situation, set goals, and create actionable blueprints for achieving objectives including retirement, education, and wealth creation. Delivered to affluent individuals and families in India and globally.
- Life Planning Service that helps clients explore purpose, identify meaningful life goals beyond financial matters, and integrate aspirations around career, passions, health, legacy, and personal fulfillment into their overall financial blueprint.
- Wealth Management Investment advisory and portfolio management service focused on growing and preserving client wealth through personalised asset allocation, investment recommendations, ongoing portfolio monitoring, and course corrections.
- Financial Health Report Standalone assessment that evaluates clients' current financial status and surfaces insights into strengths, weaknesses, and areas requiring attention — offered to prospects and clients as a dedicated deliverable on the Ladder7 website.
Quantifiable outcome
- 1,000+ successful financial plans delivered to clients
- +3 more outcomes
Companies that use Ladder7
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles3 records
Ladder7 technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Ladder7 partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Sage Counsel AdvisorsminorSage Counsel Advisors serves as an implementation partner for Ladder7, helping clients execute the financial plans and recommendations developed by Ladder7's advisory team. They are referenced in client testimonials as the team that helped implement recommendations on the ground, particularly for portfolio restructuring and investment execution.
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
Ladder7 competitors and assessment
Company assessmentDirect peers
- Personal Capital (Empower Personal Dashboard): Fee-only, fiduciary personal financial planning and wealth management firm combining human advisors with a digital dashboard. Highly comparable to Ladder7's personal-CFO positioning and comprehensive planning-first model, though it operates at significantly larger scale and with a heavier technology stack.
- Facet Wealth: US-based flat-fee financial planning firm providing comprehensive advice from CFP-led advisor teams without asset-under-management thresholds. Closely comparable to Ladder7 on the 'personal CFO' comprehensive planning model and fee-only, non-commission positioning, serving mass-affluent to HNI households.
- Hum Fauji Initiatives: India-based fee-only SEBI Registered Investment Advisor focused on personalized financial planning for defense personnel and broader Indian consumers. Highly comparable as a fellow small, founder-led, fee-only RIA competing for the same conflict-free advisory demand segment.
- Right Horizons: India-based SEBI Registered Investment Advisor offering fee-only, comprehensive financial planning and wealth management to individuals and families. Directly comparable to Ladder7 on model (fee-only, fiduciary, RIA-licensed), services, and target HNI/MNI Indian client segment.
Emerging players
- Scripbox: Tech-driven Indian wealth management platform offering goal-based financial planning and mutual-fund portfolio advisory. Comparable on the goal-based comprehensive planning positioning for affluent Indians, but uses a hybrid tech-plus-advisor model and lacks Ladder7's pure fiduciary RIA licensing.
- Kuvera: India-based direct-mutual-fund and wealth management platform offering commission-free investing and financial planning tools. Comparable in promoting conflict-free, direct investing for Indian consumers, but differentiates via a technology-led, low-fee model rather than human-driven premium advisory.
- Orowealth: India-based goal-based financial planning and wealth management platform serving salaried and professional investors. Comparable in delivering financial planning and portfolio advisory to Indian households, but differentiates with a more digital, lower-touch delivery model.
Broad incumbents
- Motilal Oswal Wealth Management: Established Indian wealth management arm of Motilal Oswal Financial Services providing personalized advisory to HNI clients. Comparable in the personalized, relationship-led wealth advisory model for affluent Indians, though it is a much larger incumbent with a broader product and distribution footprint.
- Anand Rathi Wealth: Indian listed wealth management firm serving HNI clients with financial planning, investment advisory, and distribution. Comparable in targeting affluent Indian families and providing comprehensive planning, but operates as a large incumbent with a wider product shelf.
- IIFL Wealth (360 One WAM): One of India's largest wealth management firms offering advisory, portfolio management, and distribution services to HNI/UHNI clients. Overlaps with Ladder7 on wealth management for affluent Indians but is a much broader incumbent with a commission-distribution legacy, not a pure fee-only RIA.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Ladder7 social profiles
Digital presenceLadder7 financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ladder7 leadership team
Management profileNumber of profiles
Profiles2 records
Ladder7 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ladder7 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ladder7
What does Ladder7 do?
Ladder7 is a fee-only, conflict-free SEBI Registered Investment Advisor that delivers comprehensive financial planning, life planning, and wealth management services to affluent individuals, families, professionals, and NRIs across 15+ countries. The firm operates as personal CFOs for clients, advising on goal-based investing, retirement, and portfolio management while accepting no commissions from product providers. Services are delivered through one-on-one consultations, structured discovery, and ongoing reviews anchored by fiduciary standards.
Is Ladder7 a public or private company?
Ladder7 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Ladder7 founded?
Ladder7 was founded in 2004. It employs 11 to 50 people.
Where is Ladder7 based?
Ladder7 is headquartered in Mumbai, India, in the Asia region.
How does Ladder7 make money?
One revenue line is on record: fee-only Advisory Services.
Who are Ladder7's main competitors?
Direct peers on record are Personal Capital (Empower Personal Dashboard), Facet Wealth, Hum Fauji Initiatives and Right Horizons. Emerging players are Scripbox, Kuvera and Orowealth. Broad incumbents are Motilal Oswal Wealth Management, Anand Rathi Wealth and IIFL Wealth (360 One WAM).
Does Ladder7 have an API?
No public API is recorded for Ladder7.
What industry is Ladder7 in?
Ladder7's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAD, Retirement Income Planning & Decumulation Advisory. Its NAICS code is 523940 and its SIC code is 6282.