Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families

Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families Email and Phone Number

Chief Wealth Architect - Single Family Office @ Bengaluru, KA, IN
Bengaluru, KA, IN
Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families's Location
Bengaluru, Karnataka, India, India
About Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families

Hello! Thank you for taking the time to visit my profile.With nearly two decades of experience in financial advising, I have had the privilege of assisting clients in preserving and growing their wealth. Specializing in serving high-net-worth families and individuals, including celebrities, politicians, entrepreneurs, and businesses, my experience and commitment to confidentiality have earned me recognition as Bangalore's top financial advisor by various media outlets.✔️ 𝐈 𝐬𝐭𝐚𝐧𝐝 𝐟𝐨𝐫 𝐜𝐚𝐬𝐡 𝐟𝐥𝐨𝐰 𝐚𝐧𝐝 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐢𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐜𝐞.❌ 𝐈 𝐬𝐭𝐚𝐧𝐝 𝐚𝐠𝐚𝐢𝐧𝐬𝐭 𝐭𝐡𝐞 𝐚𝐜𝐜𝐮𝐦𝐮𝐥𝐚𝐭𝐢𝐨𝐧 𝐭𝐡𝐞𝐨𝐫𝐲 𝐨𝐟 𝐰𝐞𝐚𝐥𝐭𝐡 𝐨𝐯𝐞𝐫 𝐝𝐞𝐜𝐚𝐝𝐞𝐬*I have authored four financial books and hold multiple degrees and certificates in corporate financial planning, finance, risk management, and actuarial science, I am also part of various global mentorship programs on advanced intergenerational planning and asset structuring. I focus on asset structuring and am dedicated to preserving family wealth from estate taxes, gift taxes, and capital gains taxes while ensuring prioritized confidentiality, consolidation, control, and the continuous flow of assets across generations to grow, preserve, spend, and transfer wealth in a controlled and tax-efficient manner.Beyond professional endeavours, I am committed to giving back to the community and supporting global philanthropic efforts. I strongly believe in education and child healthcare, and therefore, I support underprivileged and special children for education and health.𝐈 𝐚𝐝𝐯𝐢𝐬𝐞 𝐂𝐄𝐎𝐬 𝐨𝐧 𝐜𝐨𝐦𝐩𝐥𝐞𝐱 𝐜𝐫𝐨𝐬𝐬-𝐛𝐨𝐫𝐝𝐞𝐫 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧𝐬 𝐚𝐧𝐝 𝐩𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬, 𝐜𝐨𝐮𝐧𝐬𝐞𝐥 𝐩𝐫𝐨𝐦𝐢𝐧𝐞𝐧𝐭 𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐢𝐚𝐧𝐬 𝐨𝐧 𝐭𝐚𝐱 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠, 𝐝𝐞𝐬𝐢𝐠𝐧 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐬 𝐟𝐨𝐫 𝐰𝐞𝐚𝐥𝐭𝐡𝐲 𝐟𝐚𝐦𝐢𝐥𝐢𝐞𝐬 𝐬𝐩𝐚𝐧𝐧𝐢𝐧𝐠 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬, 𝐚𝐬𝐬𝐢𝐬𝐭 𝐞𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫𝐬 𝐰𝐢𝐭𝐡 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨𝐬 𝐚𝐧𝐝 𝐬𝐮𝐜𝐜𝐞𝐬𝐬𝐢𝐨𝐧 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠, 𝐚𝐧𝐝 𝐠𝐮𝐢𝐝𝐞 𝐬𝐭𝐚𝐫𝐭𝐮𝐩 𝐚𝐧𝐝 𝐯𝐞𝐧𝐭𝐮𝐫𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐟𝐮𝐧𝐝𝐬 𝐨𝐧 𝐞𝐪𝐮𝐢𝐭𝐲 𝐜𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧, 𝐟𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐢𝐧𝐠, 𝐚𝐧𝐝 𝐞𝐱𝐢𝐭 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬. 𝐈 𝐚𝐥𝐬𝐨 𝐭𝐚𝐢𝐥𝐨𝐫 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐯𝐞 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐝𝐢𝐯𝐞𝐫𝐬𝐞 𝐡𝐢𝐠𝐡-𝐧𝐞𝐭-𝐰𝐨𝐫𝐭𝐡 𝐟𝐚𝐦𝐢𝐥𝐢𝐞𝐬.Feel free to reach out if you have any questions or want to connect with me about my areas of expertise. You can drop an email at sandeepsandeep@sandeepnsetty.com or send me a DM!

Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families's Current Company Details
SNS Setty and Family Office

Sns Setty And Family Office

Chief Wealth Architect - Single Family Office
Bengaluru, KA, IN
Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families Work Experience Details
  • Sns Setty And Family Office
    Chief Wealth Architect - Single Family Office
    Sns Setty And Family Office
    Bengaluru, Ka, In
  • Marvella Global Financial Services
    Intergenerational Planner & Chief Financial Advisor
    Marvella Global Financial Services Mar 2019 - Present
    Bengaluru, Karnataka, India
  • Sns Setty And Family Office
    Chief Wealth Architect - Single Family Office
    Sns Setty And Family Office Mar 2021 - Present
    Bengaluru, Karnataka, India
    Family office is a privately held company that handles investment management and wealth management for a single family, with the goal being to effectively grow and transfer wealth across generations. Branding family name. Services offered. 💡 Family Governance1. Family Council2. Family Assemblies3. Family Constitution💡 Wealth Planning1. Estate Planning2. Succession Planning💡 Wealth Management1. Investment Strategy2. Asset Allocation3. Private Equity4. Consolidated Reporting5. Investment Advice💡 Charity1. Giving Strategy2. Grant Making Foundation💡 Tax Planning1. Filing Tax Returns2. Relocation3. Real Estate Structures4. Double Tax Planning💡 Trust And Corporate Services1. Corporate Incorporation2. Trust Administration3. Structures4. Family Shareholding5. Nominee Services
  • Marvella Buildtech
    Chief Financial Officer
    Marvella Buildtech Apr 2020 - Present
    Bengaluru, Karnataka, India
    To track cash flow and financial planning, analyze the company's financial strengths and weaknesses, and propose corrective actions.
  • Sky Ladder Inc
    Proprietor
    Sky Ladder Inc Aug 2012 - Jan 2023
    Bengaluru Area, India
  • Vasavi Online Llp
    Designated Partner, Founder And Ceo
    Vasavi Online Llp Mar 2015 - Oct 2022
    Bengaluru, Karnataka, India
    Restaurateur
  • Top Companies
    B2B Sales
    Top Companies May 2009 - Jun 2015
    Bangalore
    Had a journey of sales career - Inside sales engineer to SMB sales to Corporate sales to Enterprise sales to Global Sales.Sales taught me: persistence, perseverance, discipline, punctuality, confidence, determination, persuasion, planning, goal setting, communication, collaboration, negotiation and most importantly adding value to people.Sales prepared me for the challenges I'll face in life.Companies I worked for1. Advantech2. hp3. West corp4. NTT communication

Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families Skills

Estate Planning Financial Advisory Cash Flow Banking Cash Flow Pensions Wealth Preservation Planning Keyman Insurance Wealth Transfer Retirement Planning Financial Planning Financial Risk Nri Insurance Finance Education Planning Income Protection Cash Flow Management Risk Managment Financial Services Life Insurance Family Office Multi Generational Wealth Transfer Business Planning Strategic Financial Planning Entrepreneurship Partnership Insurance Certified Financial Planner Business Strategy Insurance Planning Term Life Insurance Corporate Finance Planning Tax Free Income Legacy Planning

Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families Education Details

Frequently Asked Questions about Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families

What company does Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families work for?

Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families works for Sns Setty And Family Office

What is Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families's role at the current company?

Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families's current role is Chief Wealth Architect - Single Family Office.

What schools did Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families attend?

Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families attended International College Of Financial Planning, Vcc Mind, Usa, Uk University, Visvesvaraya Technological University.

What skills is Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families known for?

Rtn. Sandeep N. Setty ✪ Advising High Net Worth Individuals And Families has skills like Estate Planning, Financial Advisory, Cash Flow Banking, Cash Flow, Pensions, Wealth Preservation Planning, Keyman Insurance, Wealth Transfer, Retirement Planning, Financial Planning, Financial Risk, Nri Insurance.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.