About us
Since 2018, we’ve helped families cut through the noise, with clear explanations of investment options, costs and risks, transparent distribution and ongoing support.
Clarity, courage and consistency.
Why we started
After years in equity research, our founder kept seeing the same pattern: families chasing recent performance, replacing a long-term plan with a trading mindset, trying to time the market, and losing sight of asset allocation. The result was rarely a single dramatic loss. More often, it was a portfolio that quietly bled, year after year.
DreamLadder began in 2018 to bring discipline back into family investing. Sensible asset allocation, a long-term view, and plain explanations of every option. We are open about how we are paid, and ultimately, the family always decides.
“Most of the damage I saw wasn’t from choosing bad funds. It came from the wrong mix, held the wrong way.” Saday Sinha, Founder & CEO
See moments with fund managers and students →How we work
The discipline of equity research, applied to everyday family investing.
Before we discuss a product, we read what the fund house or issuer has filed.
The trade-offs, side by side, in plain language, before you decide.
Conversations with fund managers and CIOs help us understand their process across market cycles. They shape our questions, not return forecasts.
Your family’s supported holdings in our app, with reviews as markets and life change.
The DreamLadder way
We help families think through protection, asset allocation, investment choices, reviews and succession, with priorities shaped around their own goals and circumstances.
Explore our services →Plan nominations, wills and the transition to the next generation.
Revisit progress as goals and circumstances change.
Choose investments that fit the plan, and stay focused through market cycles.
Set a mix around goals, time horizon and ability to take risk.
Understand protection needs and keep adequate liquidity.
Our role
Leadership
Founder & CEO
Saday has spent 21 years in financial markets, including close to 15 years in equity research covering Indian equities and as an equity strategist. He holds a master’s from the Delhi School of Economics and an MBA in Finance from JBIMS, Mumbai, and has been teaching at reputed business schools for the last seven years. He has also appeared on CNBC-TV18, ET Now, Bloomberg and NDTV Profit, discussing markets and investing.
Co-founder & Director
Priyanka brings banking and product-management experience, including product management at a leading private-sector bank and experience with a foreign bank. She holds an MBA in Marketing from ICFAI.
Milestones
Registered with AMFI as a mutual fund distributor, with one aim: bring discipline and clear processes to family investing.
One view of a family’s holdings, transactions and reports.
Began working with NRIs and global Indian families, now across 12 countries.
Began offering access to PMS and AIF. When APMI registration became mandatory for PMS distributors, we registered (APRN-05201).
Serving 500+ families, many across two or more generations.
Registered as an SIF distributor, and added access to GIFT City (IFSC) offerings through empanelled fund houses.
Tell us about your goals. We’ll explain the options and trade-offs, and you decide.
