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

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!

Listed skills include Estate Planning, Financial Advisory, Cash Flow Banking, Cash Flow, and 28 others.