Ladderup PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Ladderup Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.141.39 Cr.
Avg. 1 Year Return 6.44%
Active Clients 120
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 2 Year

Ladderup PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Sunil Goyal

Founded In (year)

2023

Ladderup Portfolio Management Service Performance or Returns

1 Year

6.44%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Ladderup PMS Charges or Fees

Fixed Fees

2.00% of Fund Value (AMC)

Variable AMC

1% of Fund value

Variable Profit Sharing

15% (Profit Sharing above 8%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Ladderup Portfolio Management Services

Check out various strategies or Investment approaches provided by Ladderup Portfolio Managers.

Strategy Name Proud PMS
Start Date 12-May-23
Category FLEXICAP
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks NA
1 Yr. Return 6.44%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr Raghvendra Nath

Top Fund Managers of Ladderup PMS

#1

Mr Raghvendra Nath

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Investment Facilities provide by Ladderup Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Ladderup Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Ladderup PMS Dashboard Link

Web Platform


Ladderup PMS Review or Ratings by Finec.in

Overall Rating

7.23 / 10

Portfolio Performance

7.19 / 10

Support

7.37 / 10

Facilities

7.12 / 10

Charges

7.05 / 10

Experience

7.41 / 10

Ladderup Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007775

Contact Person

Mr.Raghvendra Nath

Telephone No.

91-022-42466363

Address

102-A, Hallmark Business Plaza, Sant Dyaneshwar Marg,,Opp Guru Nanak Hospital, Bandra East,MUMBAI,MAHARASHTRA,400051

Starting Date

44943

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Ladderup PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Ladderup Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Ladderup PMS

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