Do I need Financial Planning ?
Well, you do ! In any human endeavour, one needs to have a roadmap, to get to the destination – which is a plan.
When you have many goals and dreams, you need to first know if these are achievable & how to achieve them. One may not even be aware if they are going in the right direction. In our detailed financial plan, we put the goals in perspective, do a reality check about their achievability & come up with strategies and actionable recommendations. Now, this is required by everybody, isn’t it?
Problems today - Today, many of us are in well-paying jobs and have fast-track careers. We earn well, but do not have the time to manage our finances. Money earned is invested without much thought; it’s invested based on hear-say or some friend’s advice.
Many times, money just lies in the bank. Worse still, it is frittered away in frivolous spending. Earning well is fine; but income is not wealth. We plan birthdays, holidays, but have no time to plan our finances, which impacts every other thing in life! A proper financial plan & good-quality, timely advice would give clarity & direction about what we need to do to achieve the goals.
The question is not whether you need a plan… it is whether you can do without one!
Why come to Ladder7 Financial Advisories?
You must be interested in a secure & worry-free future, right? Why not give it a chance… why not take stock of what you have done till now and decide where you want to go from here… then arrive at what is needed to achieve your goals. In short – planning.
And then implementing and monitoring the progress. If this feels like a lot of work, you have us!
Ladder7 Financial Advisories, was founded in Mumbai in 2004 by Suresh Sadagopan. It has evolved into one of most respected & reputed specialist financial planning & advisory firms in India. The detailed & holistic financial plans created by us are one of most detailed ones available today, with deep strategic insights that would benefit our clients. The plan is constructed in three stages and at every stage we will take you through the plan. Our plans are vetted by upto three planners, which is an industry first. We have a team of high calibre, well qualified financial planners to assist our clients. All our planners are Certified Financial Planner ( CFP ) Certificants..
If quality is important to you, you’ve come to the right place!
Who is our service meant for?
Financial Planning is required by everyone. However, there are some broad pointers –
- We seek to engage only those who are genuinely interested in a detailed planning effort. Those seeking to engage us to only get extra returns, should be better off elsewhere.
- Those engaging us should be prepared for detailed spadework and an immersive planning exercise. Our plan takes time and due to that, pretty detailed. We need comprehensive data & a lot of your time.
- We seek to engage those who would implement the plan and look at a long-term partnership with us. One night stands don’t excite us!
We have serviced hundreds of clients from across the age, income spectrum and from a variety of personal situations and backgrounds. An overwhelming majority of our clients are working professionals. We believe in offering great value for the money you invest in planning.
Come to us for a detailed blueprint. Get clarity & peace of mind.