About Us

Wealth Ladder Investment Advisor

Welcome's You

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 Team:

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 : A Krishnaraj

Designation : Investment Manager

Experience : A science graduate having 25+ years of experience in the field of financial advisory, marketing and client servicing. He is an AMFI Certified advisor .Got an award for an excellence in client servicing during 2015 by a well reputed multinational company. Formerly worked with the multinational brands Panasonic, Sharp and IT-Kids in the franchise marketing and client servicing department.

Name : M S NEELAKANDAN

Designation : Investment Manager

Experience : A Senior Financial Planner with 16 years of experience in the Financial Services Industry. Been awarded the certification of Certified Financial Planner(CFPCM) in 2010 by the Financial Planning Standards Board(USA). Formerly worked with reputed Companies like Bajaj Capital, Way2Wealth, Funds India, Geojit and Paterson Securities and been advising clients in both HNI and Retail category.