Reseñas 13
Filtros:
Clasificación
Idioma
Clasificar:
Más reciente
G
6 hace meses

I have been seeking financial advice for a while n...

I have been seeking financial advice for a while now, and I recently came across a company that has exceeded my expectations. Their team is extremely knowledgeable and has helped me make better financial decisions. I appreciate their dedication to providing excellent service and would highly recommend their services to anyone in need of financial advice.

N
6 hace meses

I can't express enough how grateful I am for the f...

I can't express enough how grateful I am for the financial advice provided by Ladder7 financial advisories. They have helped me achieve my financial goals and provided me with the tools to make smart investment decisions. Their team is knowledgeable and always available to answer any questions I have. I recommend their services to anyone who wants to take control of their financial future. 💪

E
7 hace meses

👍 Ladder7 financial advisories is truly a game cha...

👍 Ladder7 financial advisories is truly a game changer in the industry. Their expertise and guidance have helped me navigate through my financial goals with ease. They have a team of professionals who are always available to assist and answer any questions I have. I am grateful to have found them and would recommend their services to anyone in need of financial advice. 👍

A
9 hace meses

I have been a customer of this financial advisorie...

I have been a customer of this financial advisories company for quite some time now, and I can confidently say that they are one of the best in the business. Their financial advice has helped me make better investment decisions, and their team is always available to answer any questions I have. I highly recommend their services to anyone looking for reliable financial advice.

D
9 hace meses

I recently started utilizing the financial advisor...

I recently started utilizing the financial advisory services provided by Ladder7, and I am extremely satisfied with the results. Their team has helped me make better investment decisions, and their advice has been invaluable. I highly recommend their services to anyone who wants to improve their financial standing.

S
10 hace meses

I have been a customer of Ladder7 financial adviso...

I have been a customer of Ladder7 financial advisories for over a year now, and I must say I am quite satisfied with their services. Their financial advice has been instrumental in helping me make informed decisions about my investments. The team at Ladder7 is knowledgeable and professional, always willing to help and answer any queries I have. I highly recommend Ladder7 to anyone looking for reliable financial advice.

D
10 hace meses

I recently started utilizing the services of Ladde...

I recently started utilizing the services of Ladder7 financial advisories, and I am extremely pleased with the results. Their team of professionals is dedicated and knowledgeable, providing me with valuable financial advice. The guidance I received has helped me make better investment decisions. I highly recommend their services to anyone seeking reliable financial advice.

A
Hace 1 año

The services provided by Ladder7 financial advisor...

The services provided by Ladder7 financial advisories have been truly exceptional. Their team of experts has helped me navigate through various financial challenges and make better investment decisions. I am extremely satisfied with their services and would highly recommend them to anyone in need of financial advice. 💯

A
Hace 1 año

Ladder7 financial advisories has been a valuable a...

Ladder7 financial advisories has been a valuable asset to my financial journey. Their expertise and guidance have allowed me to make informed decisions about my investments. The team is always available to provide assistance and answer any questions I have. I highly recommend their services to anyone looking for reliable financial advice.

C
Hace 1 año

I am truly impressed with the services provided by...

I am truly impressed with the services provided by Ladder7 financial advisories. Their team is not only knowledgeable but also very approachable. They have helped me understand complex financial concepts and make informed decisions about my investments. I highly recommend their services to anyone who wants to achieve their financial goals.

R
Hace 1 año

I recently came across a financial advisories comp...

I recently came across a financial advisories company that has impressed me with their expertise. I have been utilizing their services for the past few months, and I must say they have been exceptional. Their advice has helped me make better financial decisions, and their team is always ready to assist me with any queries. I highly recommend their services to anyone in need of reliable financial advice.

A
Hace 1 año

I have been using the financial advisory services ...

I have been using the financial advisory services from Ladder7 for a while now, and I must say, they have exceeded my expectations. Their team is knowledgeable and professional, providing me with valuable advice to make better financial decisions. I highly recommend their services to anyone in need of reliable financial guidance.

Alrededor de Ladder7 financial advisories

Ladder7 Financial Advisories: su socio de confianza en la gestión patrimonial

Ladder7 riqueza planificadores SA. Ltd. es una empresa de planificación financiera y asesoramiento patrimonial con sede en Bombay que ofrece servicios de planificación y asesoramiento de pago únicamente para familias e individuos. La empresa fue fundada por Suresh Sadagopan, pionera y líder en el espacio de asesoría financiera.

En Ladder7, creemos que todos merecen alcanzar sus objetivos financieros, independientemente de su nivel de ingresos o patrimonio neto. Nuestro equipo de profesionales experimentados trabaja en estrecha colaboración con los clientes para comprender sus necesidades únicas y desarrollar soluciones personalizadas que les ayuden a alcanzar sus objetivos financieros a largo plazo.

Nuestros servicios

Ofrecemos una amplia gama de servicios diseñados para satisfacer las diversas necesidades de nuestros clientes, que incluyen:

1. Planificación financiera: nuestros servicios integrales de planificación financiera están diseñados para ayudar a los clientes a identificar sus objetivos, evaluar su situación financiera actual y desarrollar un plan para alcanzar esos objetivos.

2. Asesoramiento en inversiones: brindamos asesoramiento en inversiones en función de la tolerancia al riesgo de nuestros clientes, los objetivos de inversión, el horizonte temporal y otros factores.

3. Planificación de la jubilación: ayudamos a los clientes a planificar su jubilación mediante el desarrollo de estrategias que maximicen los ingresos de jubilación y minimicen los impuestos.

4. Planificación patrimonial: ayudamos a los clientes a crear un plan patrimonial que asegure la transferencia fluida de los activos a los herederos y minimice los impuestos patrimoniales.

5. Planificación fiscal: Brindamos asesoramiento en planificación fiscal con el objetivo de reducir las obligaciones fiscales y maximizar el rendimiento de las inversiones después de impuestos.

¿Por qué elegir Ladder7?

Hay varias razones por las que debería elegir a Ladder7 como su socio de confianza en la gestión de patrimonios:

1. Servicios de pago: a diferencia de muchas otras empresas que cobran comisiones o reciben sobornos de los proveedores de productos por recomendar ciertos productos o servicios, ofrecemos servicios de pago, lo que significa que no recibimos comisiones ni incentivos de terceros por recomendar productos específicos. o inversiones.

2. Profesionales experimentados: Nuestro equipo está formado por profesionales experimentados que cuentan con amplios conocimientos en diversas áreas, como finanzas, derecho fiscal, etc., lo que nos permite brindar a nuestros clientes el mejor asesoramiento posible.

3. Soluciones personalizadas: entendemos que cada cliente es único y, por lo tanto, desarrollamos soluciones personalizadas a la medida de sus necesidades específicas.

4. Proceso transparente: Creemos en la transparencia y mantenemos informados a nuestros clientes sobre todos los aspectos de su plan financiero, incluidas las tarifas, el rendimiento de las inversiones y los riesgos involucrados.

5. Relación a Largo Plazo: Nos esforzamos por construir relaciones a largo plazo con nuestros clientes basadas en la confianza y el respeto mutuo. Nuestro objetivo es ayudarlos a lograr sus objetivos financieros a largo plazo.

Conclusión

En conclusión, Ladder7 Wealth Planners Pvt. Ltd. es un socio de confianza en la gestión patrimonial para familias e individuos que buscan servicios integrales de planificación financiera que se adapten a sus necesidades únicas. Con un equipo de profesionales experimentados que ofrecen servicios de pago, brindamos soluciones personalizadas que ayudan a nuestros clientes a lograr sus objetivos financieros a largo plazo mientras minimizan el riesgo y maximizan el rendimiento de las inversiones. ¡Contáctenos hoy para obtener más información sobre cómo podemos ayudarlo a alcanzar sus objetivos financieros!

Traducido
Ladder7 financial advisories

Ladder7 financial advisories

3.9