Wealth Ladder is a leading organisation that provides financial planning and wealth management for HNI’s. The requirement of HNI’s are very unique and hence these needs are to be addressed very personally. Wealth Building is a step by step process and hence we are renowned as ”Wealth Ladder”.
Our Financial Planning process begins with an in-depth look into your financial life. We spend a significant amount of time taking your inputs and making sure that we have all the details required regarding your life goals and finances, before we proceed to build your Financial Plan.
We are pioneers and have a rich experience of 25 years in wealth management and financial planning. We helped more than 1000+ families in bringing disciplined approach towards investments which in turn helps them meeting their financial aspirations. Most importantly, we follow a thoroughly unbiased way of working and only recommend those products to you that are in your best interests.
Our financial planning process lays strong emphasis on your active involvement while identifying the appropriate, successful solutions for your life goals.Our team of experts will help you to undertake need based, holistic financial planning to achieve your financial goals and dreams.
We are AMFI certified Financial Advisors and deal with wide array of asset classes like mutual funds, corporate fixed deposits, Portfolio Management Services, Capital Gain Bonds, Life Insurance, Health Insurance and REIT (Real Estate Investment) in a single online investment platform.
Our top-notch advisors are experts in the field of finance and investment & their experience has immensely contributed in bringing customer delight and great accolades to Wealth Ladder
Name : Kamakshi Sridharan
Designation : Founder & CEO
Experience: Having more than a decade old experience in the financial services and handhold clients in managing their finances in a better way.
Name : Sridharan
Designation : Business Head – Financial Planning & Wealth Management
Experience: Seasoned financial planning professional having 12+ years of experience in the financial planning and wealth management practice. Worked in reputed concerns like PersonalFn, Allegro capital Adivsors and FundsIndia before joining us. A recipient of the prestigious 'Associate Financial Planner' title for retirement planning and employee benefits from the Financial Planning Standard Board. Having more than a decade of experience in the financial planning/wealth management space. An active contributor on personal finance magazines like moneycontrol.com, financial express, times of India, UTI Swatantra, Nanayam Vikatan etc.
Name : B Sriramkumar
Designation : Wealth Manager
Experience: Mr. B Sriramkumar is a graduate in Mathematics and has more than 8 years of experience in the financial services domain. He has worked with reputed financial services companies like Karvy Private Wealth,Allegro Capital Advisors and FundsIndia.
Name : A Krishnaraj
Designation : Investment Advisor
Experience : With a Degree in Chemistry, Mr. A Krishnaraj has more than 20+ years of experience in the marketing & client servicing industry.
Name : Sharmila
Designation : Junior Investment Advisor
Experience : With a Degree in Civil Engineering, Sharmila always had a high passion towards financial planning and investment sector. She is an AMFI certified financial advisor, having more than 2 years of experience in the financial advisory services.