Basic Information
-
Company
Karsan Finvest -
Phone
9844555769 -
Email
karsanadvisory@gmail.com -
Mobile phone
9844555769 -
Profession
Insurance -
Title
Partner -
About me
Super energetic, fun, responsible 30 year old on a mission to spread financial literacy to the whole world and helping individuals, families and business protect what they own and grow what they earn! -
What is your "why"? Why do you do what you do?
I believe financial literacy and financial protection should not be privileges; they should be accessible to everyone. My mission is to help individuals, families and businesses protect what they own and grow what they earn through smart, customised wealth and protection strategies. Ultimately, I want to protect the lives of 1,000 Indians by 2028 and make a meaningful difference in how people manage their financial future. -
Describe How You Would Like To Be Introduced Via Email
I would love to be introduced as Sankav Setty, Partner at Karsan Finvest, a holistic wealth management and insurance advisory firm with over 25 years of industry experience.
We help individuals, families and businesses make smarter financial decisions through customised life, health and general insurance solutions, along with unique wealth creation and protection strategies.
If you are looking for someone who can help you safeguard your wealth and plan your financial future, Sankav would be a great person to connect with. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Do you currently have adequate life, health and business insurance coverage, or are there gaps you haven't reviewed recently?
2. When was the last time you reviewed your insurance policies and wealth protection strategy to ensure they still meet your family's or business's needs?
3. Do you know any business owners, entrepreneurs or families who would benefit from a second opinion on their existing insurance and wealth protection plans? -
Unique Selling Proposition
creating unique wealth and protection strategies which are not common amongst retail