A Boutique Financial Planning Firm Built on Trust, Discipline, and Long-Term Thinking

Ladco Crest exists for clients who refuse to settle for ordinary. As a boutique investment firm, we serve individuals, families, and business owners with one purpose to ensure your money works as hard as you do. No short-term noise. No cookie-cutter approaches. Just disciplined strategies, rigorous planning, and an unwavering focus on the outcomes that matter to you.

We know Indian capital markets inside out, and every piece of advice we give is customized to fit your journey.

We work with HNIs, UHNIs, professionals, entrepreneurs, and NRIs all through a relationship-driven model that doesn’t just tick boxes but actually builds trust.

Our Values

Focused on What Matters Most

Vision

To set the standard in wealth solution by delivering personalized strategies rooted in integrity, built on lasting client relationships.

Mission

To be the trusted investment partner for discerning investors worldwide, empowering them with tailored wealth strategies across asset classes built on integrity, transparency, and a relentless focus on their financial success.

Integrity in every recommendation

Always putting clients first

Discipline (not speculation)

Thinking about wealth in the long run

Transparent communication

Keeping up with learning and research

Our Team

The innovation team behind the future of finance

Piyush Jain

MD & CEO

Bharath Kumar HS

Director, Operations

Sankarshana S

Vice President – Wealth

Prem Shankar Ladha

Director, Operations

Nikey Kumari

Senior Manager Accounts

Jyoti Kumari

Relationship Manager – Wealth

Rachana Bachhawat

Vice President – Wealth

Harikrishna

Operations – Executive

Pooja More

Client Service manager

Jennifer

Executive – Operations

Hanumesh K

Manager – Operations

Vishwanath B

Manager – Operations

Sunanda Robert

Business Associate

Satyam Srivastava

Relationship Manager – Wealth

Rakshit Y

Equity Research

Nayakar Siva Samhit

Equity Operations

Gowtham

Equity Operations

Built to make every step easier for you

No complexity, no guesswork just a clear path to complete what matters, with trust at the core.

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