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

Established in 2011, Ladderup Wealth Management is recognised as a leading wealth management firm in India, distinguished by its distinct value proposition and commendable performance history. The organisation operates as a comprehensive Multi-Family Office, offering holistic advisory services to high-net-worth individuals. Through its group of associate entities, Ladderup provides a broad spectrum of services including Wealth Management, Taxation & Audit Services, Succession & Estate Planning, and Corporate Advisory Services. The firm secured its Portfolio Management Services (PMS) license in 2023, transitioning its existing advisory business into the PMS structure. This strategic evolution has undergone rigorous testing over the preceding two years, during which the PMS strategy has demonstrably outperformed its benchmark.

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 brings over thirty years of extensive experience in capital markets and investment management. His expertise in identifying market trends and assessing corporate performance has enabled him to hold leadership positions at prominent industry entities. He previously served at Birla Sun Life Mutual Fund, a leading mutual fund house in India. During his tenure, he was instrumental in developing asset allocation strategies for diverse mutual fund schemes. His responsibilities included monitoring macroeconomic indicators both domestically and internationally to discern significant trends and evaluate their influence on fund returns and broader business outcomes. His proficiency in devising bespoke strategies tailored to investor requirements played a key role in the success of the organizations he was part of. Before this, he held the position of Business Head at Aditya Birla Money. Academically qualified with a CFA, MBA, and an Engineering degree, he contributes significant thought leadership to the organization. Mr. Nath commands a strong reputation within the Indian market and is a recognized presence in 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

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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