Experience and expertise:

• Introducing Sandeep N. Setty, a seasoned professional with over 15 years of experience in advising and directing high-net-worth families and business owners on estate planning. With his unique financial structures and approach, he is revolutionizing the world of financial products. He has also authored four financial books and mentored over a hundred businesses. He advises his family group of business houses on financial aspects

• Sandeep N. Setty is a recognized estate planning advisor and researcher who is 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. 

• Despite his numerous accomplishments, Sandeep remains committed to giving back to the community and supporting global philanthropic efforts. He is a strong believer in education and child health care and therefore supports underprivileged and special children for education and health.

• Sandeep N. Setty is a true inspiration and an asset to the financial services profession. He remains dedicated to serving families and individuals while improving the lives of those around him, and his contributions will undoubtedly have a lasting impact for generations to come.

Sandeep works with:

• CEOs of several companies who relied on his advice to structure complex, cross-border transactions and manage their personal investments

• Prominent members of parliament and the assembly sought Sandeep Setty’s counsel on tax planning.

• The patriarchs of several wealthy families have engaged Sandeep to design comprehensive estate plans that ensure tax efficiency for multiple generations and protect their assets.

• Many successful entrepreneurs have worked closely with Sandeep to develop a customized investment portfolio and implement succession planning strategies.

• Multiple startup and venture capitalist funds have turned to Mr. Setty for guidance on equity compensation plans, fundraising strategies, and exit or succession planning.

• Various diverse high-net-worth families have applied Mr. Setty’s innovative solutions to customize individual plans in alignment with their values and priorities.

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.