Avestar Capital is a financial advisory firm that is managed by a well-rounded team. This includes Ramu Potarazu, who joined Avestar Capital as the Managing Partner earlier this year in 2021. Ramu has more than two decades of experience in key executive management and leadership across various industries, having helped multiple businesses scale to their fullest potential. At Avestar Capital, Ramu partners closely with Xerxes Mullan, the Founding Partner, to help manage and support the growth of the firm, while enhancing the platform offerings to meet the needs of Avestar Capital’s versatile client base.
Ramu was recognized as one of the Top 20 Chief Information Officers in 1998 by CIO Magazine and was honored as the 2010 Entrepreneur of the Year® by Ernst & Young for Technology, Eastern Division. Ramu attended the Stanford Executive Program from 1995-1997 which adds to his strong academic background.
His responsibilities include the acquisition and integration of financial advisors (and their firms) onto Avestar’s platform. Mr. Potarazu has several years of entrepreneurial experience. He now focuses on helping Xerxes grow the business inorganically and develop a strong market position for Avestar. He works seamlessly with external bankers and brokers to create a flow of business.
Mr. Ramu, Avestar’s wealth manager offers financial advice to high net-worth clients. He conducts financial planning, investment management, and assists in preserving and generating wealth. His new keen focus is on helping build a differentiated platform. Building a unique and differentiated platform is key to attracting new clients and global financial advisor practices too. Avestar’s plans for 2022 are to launch an Investment Management Business initiative across 3 key product segments – Marketable Securities, Alternate Investments, and Real Estate Opportunities which will help further differentiate the Avestar platform from the competition and address the alternative investment needs of our client segments.
Ramu Potarazu also offers financial advice and services that will assist clients in their financial endeavors. His responsibilities as a managing partner include relationship management, helping clients with account details, and providing advice on financial investments.
Ramu does not come with a background in wealth management and bringing him on at Avestar as a Managing Partner has brought them a fresh and different perspective. He also has major experience in scaling businesses to their fullest potential. His fluency with technology has worked wonders when it comes to diversifying the plans of Avestar’s clients. This further helps on how to integrate to scale. Ramu is an extremely organized managing partner who has a good and smooth management process and procedures that he brings to the table. This proves to be very effective when it comes to leadership skills and helps motivate everyone at the company.
Mr. Potarazu is the ideal person to assign as managing partner because along with the financial advisory he also helps scale their operations at the optimum level. Furthermore, he is very good at spending time in finding, attracting, and integrating the advisors and their teams promptly. His rich multi-industry experience has given Avestar a deeper understanding of various other markets that have given him more insight into their own operations and management. Ramu comes from a different background, which is why he has a very well-known network of professionals and people from different fields that he brings to the table.
Ramu has been a successful managing partner as he has had the ability to explain complex information, be confident, and had good sales and negotiation skills, which has worked very much in tandem with Xerxes as well. Ultimately, a top-notch manager who has had superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.
He is responsible for handling the day-to-day operations at Avestar and helps make essential business decisions. He works closely with the executive committee to set organizational strategies and goals. Ramu, along with Xerxes, is the leading point in the chain of communication and collaboration with stakeholders, including executives and employees. Moreover, he reviews financial activities, including accounting tasks, budgets, financial statements, and reports. Ramu ensures the business complies with relevant laws and regulations while assessing organizational and personnel performances, implementing changes as needed for improvements.
Avestar continues to invest aggressively in their inorganic growth opportunities – Merging/Acquiring Financial Advisors and integrating their clients and book of business onto the Avestar Platform. They continue to strengthen the team by upgrading talent with highly qualified professionals including signing up with external resources like Investment Bankers and Brokers to help them with executing their inorganic strategy.
Furthermore, Ramu has experience creating a great value proposition and why one should invest with Avestar. With his foresightedness, he helps Xerxes build a vision and mission, namely for Avestar to align the long-term goals with the team’s daily functions as well. Mr. Potarazu builds the right teams to contribute to the smooth operation of the firm. In addition, Mr. Potarazu is very well versed in the changing technology that our industry faces, which works in the favor of the clients. Moreover, he is very good at maintaining and developing client relationships. Mr. Ramu Potarazu is definitely an important asset to Avestar Capital.
