At Laddha FInvest, we are committed to offering a wide range of financial services tailored to meet your individual needs. Our key offerings include Mutual Funds, Stock Broking, Portfolio Management Services (PMS), and insurance solutions such as Life, Health, and General Insurance. We also provide Fixed Deposit services, Loan Against Mutual Funds, P2P lending, and Tax Savings Bonds to help diversify your portfolio and achieve your financial goals.
With a focus on client-centric solutions, Laddha FInvest is dedicated to maintaining transparency, integrity, and delivering top-notch financial guidance. We empower our clients by offering personalized financial advice and supporting them in making well-informed investment decisions.
Know MoreOur mission is to provide comprehensive financial solutions that help our clients grow their wealth and achieve financial independence. We aim to be a reliable partner in your financial journey by offering personalized advice and cutting-edge investment strategies.
Our vision is to be a leading financial advisory firm, recognized for our client-first approach and our commitment to promoting financial literacy and sustainable investing practices for long-term growth.
At Laddha FInvest, our values are rooted in transparency, integrity, and client satisfaction. We believe in building long-term relationships based on trust and delivering financial solutions that are aligned with our clients' best interests. Our commitment to ethical practices and excellence is the foundation of everything we do.
Join Laddha FinVest today to embark on your financial journey. Our quick and user-friendly sign-up process ensures a hassle-free onboarding experience.
We provide customized investment solutions, including Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF) to help you meet your financial aspirations.
To assist you effectively, we require your financial objectives, investment preferences, and risk tolerance. This helps us craft a personalized investment strategy tailored to your needs.
With Laddha FinVest, you gain access to expert financial advice, tailored investment strategies, and a diverse range of products designed to optimize your returns while managing risk effectively.
Laddha FinVest is dedicated to providing clients with outstanding financial advisory services. Our expertise covers a variety of investment strategies tailored to meet your unique financial goals. Partner with us and embark on a seamless investment journey designed just for you.
A mutual fund is an investment vehicle that pools money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. Managed by professional fund managers, mutual funds provide investors with an opportunity to gain exposure to various asset classes while reducing the risk associated with investing in individual securities.
Portfolio Management Services (PMS) provide customized investment solutions tailored to the individual needs of investors. Managed by professional portfolio managers, PMS aims to optimize returns while managing risk according to the investor’s financial goals and risk appetite.
Stock broking is the service of buying and selling shares and securities on behalf of clients. A stockbroker acts as an intermediary between buyers and sellers, providing access to stock markets and facilitating trades.
Life insurance is a financial product that provides a monetary benefit to the policyholder's beneficiaries upon their death. It ensures financial security for loved ones and can also serve as a savings or investment tool depending on the policy type.
Health insurance is a type of insurance coverage that pays for medical and surgical expenses incurred by the insured. It can also provide additional benefits such as preventive care, hospitalization, and emergency services.
General insurance provides coverage for a variety of non-life insurance products, including property, vehicle, and liability insurance. It protects against financial losses from unexpected events and is essential for risk management.
A fixed deposit (FD) is a financial instrument provided by banks or NBFCs that offers a higher interest rate than a regular savings account. In an FD, money is locked in for a fixed tenure, providing guaranteed returns upon maturity.
A loan against mutual funds allows investors to borrow money by pledging their mutual fund units as collateral. It provides quick access to funds while keeping the investment intact and can be a cost-effective way to meet financial needs.
P2P lending is a method of borrowing and lending money directly between individuals without going through traditional financial institutions. It connects borrowers seeking loans with investors looking for returns on their investments.
Tax savings bonds are investment options that allow investors to save on taxes while earning returns on their investments. These bonds typically offer tax benefits under applicable income tax laws and can be a viable option for long-term financial planning.
Mr. Shrikant has been an incredible financial advisor. His expertise and personalized guidance have made investing easy and stress-free. Always responsive, professional, and focused on my goals. Highly recommend!
It has been a wonderful experience with Mr Laddha who has helped us in managing our finances well. In advance, he advises us about the upcoming financial crisis and we invest accordingly. Thank you Sir! I wish you all the best for the future endeavours…
I had always made investment in Govt schemes like PPF, NSC, MIS etc andnever invested in MF. Mr Laddha assured me about it and gave me tailored plan as per my Requirements. Now I am enjoying good returns and am assured about my investment and about my retired life.
I am doing Investment with Laddha Finvest since 2018, overall experience is great and they guide about each and every aspect about investment.
Finest mutual fund advisors.
Laddha Finvest provides exceptional customer service, tailored investment plans suited to risk profile and goals. Their expertise and guidance have been invaluable. "Highly recommend".
Great experience with LADDHA FINVEST. provided clear, actionable advice and tailored my portfolio to my financial goals. happier!
Mr. Shrikaant Laddha, the owner of Laddha Finvest is very intelligent and prominent finacial advisor having extensive knowledge of Indian financial market be it equity, debt, mutual fund and insurance. I am investing through him for last 10 years and his analysis based judgements are very infallible. He is very good person and as a Realtionship manager, he never disappoints his clients irrespective of, you invest with him or not.
