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:

• Trusted advisor to CEOs of various companies, providing expert guidance in structuring complex cross-border transactions and effectively managing their personal investments.

• Sought after by prominent members of parliament and assembly for his specialized knowledge in tax planning, offering strategic counsel to optimize financial outcomes.

• Recognized for designing comprehensive estate plans for wealthy families, ensuring tax efficiency and asset protection across multiple generations, and enhancing long-term wealth preservation.

• Collaborates closely with successful entrepreneurs to develop tailored investment portfolios and implement robust succession planning strategies, facilitating smooth transitions and sustained growth.

• Consulted by startup and venture capitalist funds for his insights into equity compensation plans, fundraising strategies, and exit or succession planning, contributing to their strategic financial management and growth trajectory.

• Known for crafting innovative solutions for diverse High Net Worth families, aligning individual plans with their specific values and priorities to achieve their financial objectives effectively.

• Works with clients in the public eye, including politicians and celebrities, maintaining confidentiality and providing discreet, professional advisory services to address their unique financial needs and goals.

Sandeep's Burning Desire is to create:

• Lasting Legacy for 150 Leading Business Owners and wealthy families.

• Consult and guide the group of business owners, individuals, and retirees on authentic financial aspects to build and keep wealth. 

His Success Mantra:

•  He Guarantees Financial Results

•  He enables Business Owners to Optimize their Cash Flows easily and practically  

•  He plays the vital role of Catalyst to firmly embark Business Owners on their Ambitions

✔️ He Stands For cash flow and economic Independence 

❌ He Stands Against the accumulation theory of wealth over decades*

HE CAN HELP YOU WITH:

•  Life Insurance

•  Income Protection

•  Retirement Planning

•  Education Planning

•  Estate Planning (Delivering cutting-edge wealth transfer solutions)

•  Business Insurance 

•  Assets Structuring

•  Cash Flow Management 

•  Syndicated Investments

•  Private Placement Life Insurance: Setty Flow 

•  Financial Education on many aspects of money management and financial portfolio

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.