Asset Structuring, Inter-Generational Planner, Philanthropist

Financial Structure Innovator, Author, Speaker & Financial Advisor  

Sandeep supports the group in the position of advisor and director, with over 15 years of experience working with high-net-worth families and ambitious business owners on estate planning.

Vision: To be the best place to get help with holistic planning.

Mission: The best choice for successful people who like to use our ideas, creativity, and commitment for a lifetime. 

We assist entrepreneurs to build and keep wealth regardless of market conditions.

 You will have the confidence and clarity to swing for the fences if your entire financial team is unified and following the same plan. 



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Experience and expertise:

 Introducing Sandeep N Setty, a seasoned professional with over 15 years of experience advising and directing high-net-worth families and business owners on Intergenerational Planning. With his unique asset structuring and approach, he is revolutionizing the world of financial products. Sandeep advises his family group of business houses on financial aspects, standing for cash flow and economic independence, and against the accumulation theory of wealth over decades*.

 Specialized in income-based wealth management, Sandeep is dedicated to preserving family wealth from the erosive effects of estate taxes, gift taxes, and capital gains taxes through meticulously crafted tax efficiency strategies while ensuring consolidation, control, confidentiality, and continuous flow of assets across multiple generations. His team, with years of experience in financial structure planning, offers unique investment opportunities and flexibility to grow, preserve, spend, and transfer wealth in a controlled and tax-efficient manner.

 Sandeep N Setty is a recognized estate planning advisor and researcher known for his innovative and ground-breaking financial products for the world's affluent. He holds multiple degrees and certificates in corporate financial planning, finance, risk management, and actuarial science, and is part of various global mentorship programs on advanced estate planning.

 Sandeep's sterling reputation, extensive experience, and unwavering commitment to client confidentiality have earned him recognition as Bangalore's Top Financial Advisor by numerous media outlets.

 Beyond his professional endeavours, he is deeply passionate about giving back to the community. He actively supports education initiatives and special children's healthcare, embodying his belief in using his success to make a meaningful difference in the lives of others. 

Sandeep works with:

Sandeep's Burning Desire is to create:


His Success Mantra:

✔️ He Stands For cash flow and economic Independence 

He Stands Against the accumulation theory of wealth over decades*


Financial planning decisions can be difficult. Rather than spending time to figure it out, why not spend a few minutes sharing it with Sandeep N. Setty and getting his advice? After all, he is a professional when it comes to giving good advice.

Sandeep's approach is intended to help families live wealthy lives and leave a lasting family legacy. The financial framework helps clients find places where money is leaking out, understand that focusing on income is always better than assets, and build structures that help them plan their finances for future generations and live better.