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Ladderup Wealth Management Pvt Ltd – Portfolio Management Services (PMS)

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.

AUM (₹ Cr)

234.06

Clients

242

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Ladderup Wealth Management Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Proud PMS Multi Cap & Flexi Cap 1.85% — — May 2023

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Raghvendra Nath

Fund Manager

Mr. Raghvendra Nath has more than three decades of capital markets and investment management experience. His ability to analyse trends and evaluate businesses has supported him to lead a few esteemed organisations in the industry.He has worked with Birla Sun Life Mutual Fund, one of the leading Mutual Fund companies in India. In his tenure he successfully created Asset Allocation strategies for various MF Schemes. He tracked macro-economic factors in India & globally to identify major trends & analyze the impact on fund performance as well as the overall business. His acumen in creating differentiated strategies to address investor needs contributed to the success of the firms he has been associated with.Prior to this he was the business head for Aditya Birla Money. He is a CFA, MBA and an Engineer by qualification and provides thought leadership to the business. He has an impeccable reputation in the Indian Markets and is a frequent face in the Indian Business media.

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Regulatory Information

SEBI Registration: INP000007775

Registered Office: 102-A, 1st Floor, Hallmark Business Plaza, Gurunanak Hospital Road, Bandra (E),Mumbai - 400 051

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)