Settel
Settel tracks your family's entire financial life across countries, with active tax planning for the UK, India, the US, and the UAE, and shows you the impact of regulatory and economic change before it reaches you.
Global wealth is rarely hard to grow, it's hard to see. Accounts, assets, and investments sit across countries and currencies, often across generations, each tracked separately by a different bank, advisor, or accountant. Settel connects all of it: one platform, continuously updated, showing exactly what your family owns and where.
Cash, investments, and physical assets your family holds, across countries and currencies, consolidated and kept current in a single dashboard.
A dedicated team migrates your records from your advisors, backed by a secure vault for tax filing documents
See how tax rule changes, new regulation, and inflation affect your wealth across the UK, India, the US, and the UAE, as the rules shift, not after
Settel simulates money scenarios across your UK, India, US, and UAE holdings, giving you time to analyse a decision and act, before the real-world impact lands
One view across every country and family member shows where money is idle, so it can be deployed, gifted, or passed on together with your advisors
If something happens to you, Settel securely passes your portfolio to your chosen beneficiaries. A practical backstop, not a substitute for a will
Update your profile, log new income, or ask Settel's AI a question, all from WhatsApp, no login required.
Bank, investment, and property holdings across each country are linked or added
Balances, valuations, and tax positions stay current in consistent, comparable terms.
Private bankers, wealth managers, and tax advisors work from the same live picture.
Wealth built across borders often means blind spots: assets and family members that no single advisor sees in full, and rule changes no one catches until it's too late.