Ladderup Wealth Management Pvt Ltd

Ladderup Wealth Management Pvt Ltd

AUM (Cr.)

77.49

No. of Clients

88

No. of Investment Approach

1

As On

30 April 2024

Ladderup Wealth Management is ranked amongst the premier wealth managers in India with a unique value proposition and an impressive performance track record. Ladderup Wealth Management was set up in 2011 to provide a Multi Family Office platform to high networth clients who require holistic advice. The firm, along with its associate companies in the group, is a “True” Multi Family Office with capabilities spanning Wealth Management, Taxation & Audit Services, Succession & Estate Planning, and Corporate Advisory Services. The company got its PMS license in 2023 and the company decided to turn its Advisory business into a PMS. Due to the continued strategy the PMS has been tested over the past 2 years and the strategy outperformed the benchmark by quite a margin.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Proud PMS
LARGE & MID CAP 15.98% NA NA NA 12 May, 2023

* Returns are as on  31st  May 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr Raghvendra Nath

Mr Raghvendra Nath

Fund Manager

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News

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AMC Registered Address

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SEBI Reg No : INP000007775

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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.