ABOUT US
MISSION
A ct with integrity
V alue our clients
E xcel at what we do
S trategize to provide the optimal outcome
T hink big and bold
A ccountability for ourselves and firm
R espect each other
VISION
Our vision is to be the premier wealth management company for South Asian families, entrepreneurs, companies, and foundations; recognized for our excellence, cultural understanding and ability to build a sustained and supportive community.
AVESTAR VALUES
We're on a mission to get more money into the hands of South Asian Entrepreneurs.
Our Journey to build a South Asian First Cross-Border Financial and Wealth management company began in 2017 with our founder Xerxes Mullan, a cross-border focused entrepreneur with decades of experience in private wealth management. Back then, the financial landscape was quite different. We were often told that “South Asians didn’t need customized and specialized investing advice”.
What grew from an idea to make investing accessible for South Asians now permeates Avestar and the way we design our offerings. What they needed was a curated offering of customizable investments that also addressed their cross-border financial needs. We saw the potential for growth and prosperity and fueled by our belief that there is a better way to work with the South Asian Diaspora.
Now, with a client base of the top South Asian executives and entrepreneurs, a women-led management team, close to USD 1 billion in assets under management, and hundreds of clients using our advice, we get that statement less often. Today, we are an asset to our clients.
We’re also committed to ensuring that underrepresented groups are represented well among our employee base, our board, and our investors. We remain committed to our clients and develop customized financial plans that work for you and not the other way around.
We’re building a company that helps you take action with your money and build the future you want.
At Avestar, we think of everything, so you don’t have to.
Where family and finance come first.
Shilpa Konduri
