© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −9.3% | −5.6% | −3.7% |
| 3 Months | −6.9% | −3.6% | −3.3% |
| 6 Months | +9.8% | +8.1% | +1.7% |
| 1 Year | −12.0% | −2.3% | −9.7% |
|---|
| 2 Years | −7.4% | −3.9% | −3.4% |
|---|
| 3 Years (CAGR) | +2.7% | +9.2% | −6.5% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +5.7% | +11.7% | −6.0% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 40-month window · Source: Computed from NAV history
Maximum drawdown: 23.7%
Ladderup Wealth’s story and investment philosophy are on the Ladderup Wealth firm page.
Raghvendra Nath
Co-Founder and Managing Director
Sunil Goyal
Co-Founder & Chairman
Manoj Singrodia
Co-Founder and Director
Abhishek Sipani
Executive Director
Amit Basu
Director
A seasoned leader who brings strong experience and maturity to the team, ensuring clients receive thoughtful and well-rounded support.
Himanshu Jain
Sr. Vice President – Private Wealth
Known for his strong understanding of investor needs and practical wealth solutions.
Gurunarayan Shukla
Vice President – Private Wealth
Focused on helping clients build meaningful long-term wealth with a disciplined and structured approach.
Amogh Nath
Marketing Manager
Plays a key role in strengthening Ladderup's brand by blending strategy, marketing, and impactful storytelling.
Vidhi Doshi
Assistant Manager – Wealth
A hands-on wealth manager who supports clients through financial planning, portfolio tracking, and strategy execution.
Chinmay Mahangade
Assistant Manager – Wealth
More than managing money, he focuses on creating opportunities for clients to grow and scale their wealth.
Nilesh Sutar
Assistant Manager – Business Development
Focused on building strong relationships with HNI and UHNI clients while supporting their wealth preservation and creation goals.
Neehar Mehta
Associate – Products
Plays an important role in the improvement of operational efficiency and is closely involved in the review of IPS.
Vaibhav Tiwari
Executive - Investment Advisor
Part of the products and research team, he focuses on Bond PMS and NCDs in particular.
Kushika Jain
Executive – Products & Research
Assists investment decision-making via mutual fund analysis and tailored proposal development.
Dhairya Chedda
Executive – Product and Research
Drives portfolio reviews and research into stocks to underpin more potent direct equity strategies.
Khushboo Gavakar
Manager – Client Servicing & Operations
Ensures every client experience at Ladderup is seamless, from onboarding to servicing.
Nandlal Mishra
Assistant Manager – Operations
Manages key transactional activities, with emphasis on accuracy, speed, and satisfaction.
Shubham S. Jawalkar
Executive – Operations
Supports end-to-end client servicing and internal operations to ensure seamless execution.
Swapnil Upadhyaya
Support Executive – Operations
A dependable support pillar that assists in making sure that the day-to-day operational workflows run smoothly.
Sahil Kansara
Backoffice Executive
He plays a vital role in the smooth functioning of key processes and backend activities.
Shamin Kinny
Assistant Manager – Operations
Ensures that operational execution remains accurate, timely, and client-friendly. She plays an important role in facilitating consistency in the services provided to the clients.
Mamta Kavoor
Compliance Officer
Assists in building a stronger culture of integrity at Ladderup by promoting regulatory and policy compliance.
Registration No
INP000007775
Fund Manager
Mr.Raghvendra Nath
Principal Officer
Mr.Raghvendra Nath
Inflow
₹0.75 Cr
Outflow
₹0.85 Cr
Net
₹-0.10 Cr
Not reported — complaint data for this strategy isn't available yet.
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