About Us

Wealth Ladder Direct

- Our Approach -

We are pioneered in wealth management and financial planning. We helped more than 1000+ families in bringing in disciplined approach to investments which in turn help them meeting their financial aspirations. Most importantly, we follow a thoroughly unbiased way of working. We will 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 provide our clients a varied product that ranges from mutual funds, corporate fixed deposits, Portfolio Management Services, Life Insurance, Health Insurance and REIT (Real Estate Investment) in single online investment platform.

- Our Story -

Wealth Ladder Direct is a leading organisation that provides financial planning and wealth management for HNI’s. The requirement of HNI’s are very unique which needs to be addressed very personally. Wealth Building is a step by step process and hence we renowned as Wealth Ladder Direct.
Our Financial Planning process begins with an in-depth look into your financial life. We will 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 building your Financial Plan.

Most investors want to do today what they should have done yesterday. -Larry Summers

"Helping You To Achieve Your Financial Goals"

(SEBI Rigestered Investment Adviser) Founder & CEO

SEBI Registered Investment Advisor(RIA), helping thousands of individual in financial planning and wealth management. 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 financial planning space. He worked in the top notch financial advisory firms like FundsIndia, Quantum, Allegro Capital. An active contributor on personal finance magazines like moneycontrol.com, financial express, times of India, UTI Swatantra, Nanayam Vikatan etc.,

RIA Number - INA200010357

Rajashekhar M S

VP - Technology & Investment Advisory

  • Technocrat offering over 35+ years of rich and diligent experience in managing and delivering cross-functional Product Development, Program Management and Digital Transformation projects in the IT Industry.
  • Spearheading the development of complex product solutions by innovative use of state- of-the art technology like Artificial Intelligence, Machine Learning, Deep Learning, Cloud, SaaS, Mobile computing using development models like SCRUM and Agile-Iterative.
  • People Leader; directed cross-functional teams using interactive and motivational leadership; acknowledged for coaching, guiding and mentoring team members to achieve enhanced resource productivity.
  • Passionate Investor: A very passionate investor in the equity market, mutual funds and other financial instruments, personal wealth management and goal planning enthusiast from past 3 decades. Vivid reader of financial articles and magazines

Investment Advisory - Number of Complaints for the month of December 2020

All the beginning of the month Received during the month of December2020 - NIL Resolved during the month of December 2020 - NIL Pending at the end of the month - NIL Resons for pendancy

Disclosure as per Securities and Exchange Board of India ( Investment Advisors ) Regulations, 2013