casestudy

CASE STUDY

Finance as a residuary NBFC

About Ladderup
The Group

Established in 1993 with the parent
company Ladderup Finance as a
residuary NBFC, and listed on the BSE in
1995. The Ladderup Group is engaged in
Wealth Management, Corporate Advisory
Services, Audit and Taxation and
Trustee Services.

Wealth Management
Formed in 2008 to provide personalized wealth management solutions to individuals and corporates.
Trustee Services
Started a decade ago to help individuals, families and businesses by offering wide range of Estate Planning services.
Our Work
Business Strategy + Project Management for Ladderup Trustee services and Ladderup Wealth Management
Objectives
  • End to End project management- from ideation to execution
  • Marketing strategy to enable brand awareness and monetization
  • Strategic Communication- for existing and new prospective clients
Execution
End to End project Management:
  • Workflows and operational activity management
  • Leadership in strategic planning process support
  • Current vendor assessment and efficiency improvement
  • New vendor scouting, negotiation and facilitation
Brand awareness Marketing Strategy:
  • Brand identity and purpose creation
  • Planning and supervising of online & offline marketing strategy
  • Evaluated and collaborated with optimal agencies for creatives
  • Enabled engagement across platforms with engaging content
  • Target audience identification
  • Managed communications of campaign information and assets
  • Website development and enhancement
Strategic Communication:
  • Developed the journey process from client acquisition to client onboarding to client loyalty and Designed the communication tools to support the journey
Lead Management
  • Lead Conversion (customer journey mapping and execution)
Project Management and Execution

01

Conception, Definition & Planning
  • Project Charter and initiation
  • Scope and budget
  • work breakdown schedule, gantt chart and communication plan
  • Risk management

02

Execution
  • Status and tracking
  • KPIs
  • Quality
  • Forecasts

03

Performance & Control
  • Objectives
  • Quality deliverables
  • Effort and cost tracking
  • Performance
  • Reporting
Strategic Communication

Online and offline communication tools such as emailers, prospectus, presentations etc have improved client engagement and loyalty.

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