ABOUT US
At Avestar, we believe that true wealth management transcends mere financial advice—it’s about crafting bespoke solutions that empower the world’s most ambitious individuals to preserve, grow, and optimize their legacies across generations.
Founded by Xerxes Mullan in 2017, Avestar was created with one purpose in mind: to provide elite entrepreneurs and executives with a level of financial guidance that goes beyond the conventional. Our founder, with decades of experience in private wealth management and a strategic focus on global, cross-border solutions, recognized that the financial world was evolving—yet many clients still lacked a tailored approach to their complex, multi-jurisdictional needs.
What began as a mission to democratize access to sophisticated financial strategies has now become the cornerstone of our approach: a curated suite of customizable investment solutions designed specifically for ultra-high-net-worth individuals who demand precision, discretion, and exceptional service.
Today, Avestar manages over USD 1.5 billion in assets, serving top-tier clients across the globe. We are proud to be a trusted partner in navigating the intricate landscapes of wealth, from tax optimization and estate planning to global investment strategies and next-generation succession planning. Our women-led management team ensures that every decision reflects the highest standards of excellence, integrity, and foresight.
We understand that for our clients, wealth is not just about accumulation—it’s about legacy, impact, and future-proofing for generations to come. Our commitment is to provide you with personalized, strategic financial plans that adapt to your unique aspirations and the complexities of your international footprint.
At Avestar, we help you move from ambition to action with clarity and confidence. With us, your family’s wealth and future are in trusted hands.
At Avestar, we think of everything—so you don’t have to.
Shilpa Konduri
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
- Act with integrity
- Value our clients
- Excel at what we do
- Strategize to provide the optimal outcome
- Think big and bold
- Accountability for ourselves and firm
- Respect 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.
