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Author name: Apal

Articles

Creating A Strategic Advisory Board of Directors for Emerging Entrepreneurs 

The journey of an entrepreneur will constantly be inundated with upheavals and new challenges. It is characteristic of this journey to be a rather lonely one. Xerxes Mullan, Global Advisor for financial advisory Avestar Capital, suggests creating a strategic board or group of advisors to help and guide emerging entrepreneurs. This group of advisors in a non-board …

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Articles

John Aviles joins as Client Service Associate at Avestar Capital

– Xerxes Mullan & Shilpa Konduri from Avestar Capital LLC announce the appointment of John Avilles have joined the firm as Client Service Associate Avestar Capital is pleased to announce that John Avilles have joined the firm as Client Service Associate. The founding partner of Avestar Capital LLC[D1] , Xerxex Mullan believes that forging bonds of …

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Articles

Client Delight is the NEW SALES

Customer Satisfaction and Client Delight are new-age branding terminologies that have emerged as contemporary and accepted terminology in the #newnormal. Customer Satisfaction is about achieving set targets and making deliverables promised in a time frame pledged by the organization. Client Delight is about exceeding promised deliverables to retain the client and reinforce the organizational customer …

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Articles

Avestar Capital Appoints Shilpa Mullan Konduri as President

Global Wealth management advisory firm Avestar Capital’s President Shilpa Mullan Konduri, an Indian-American set to drive company growth.  The Board of Atash Holdings announces Shilpa Konduri Mullan as the President of the subsidiary – Avestar Capital. The decision to create an entirely new role of President comes as the firm transitions from a start-up phase to a growth phase …

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Articles

From Boomers to Gen Z and across countries – Avestar Capital Bridges the Gap

The financial planning industry is undergoing a massive change. While financial planners will traditionally cater to middle-aged or older individuals, Millennial and Gen Z cohorts are also looking to find their financial footing. With the rise of newer avenues such as social media, wealth creation has taken on a new meaning, and the path to …

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Articles

Why Philanthropy Matters

Warren Buffet famously once said “Someone is sitting in the shade today because someone planted a tree a long time ago.” Buffet was speaking about long-term investing but this quote applies to any enterprise worth undertaking. Putting this wisdom into action, Xerxes Mullan, Founder at Avestar Capital is making charitable communities a part of the larger growth story. Avestar …

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Articles

How to Have A Conversation On Philanthropy With Your Clients As a Financial Advisor

During Covid-19, one of the most challenging times in modern history, the crisis impacted the underprivileged the most. In response to this, a positive change in individual and institutional philanthropy was sparked by the global pandemic as foundations, and individual donors came together to commit more capital and help those in need. According to a …

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Articles

Why Ultra-High Net Worth Individuals are primarily focused on Financial Planning vis a vis Investments

Ultra-high-net-worth individuals have incredibly complex portfolios and balance sheets. Experienced financial planners such as those at independent financial advisory Avestar Capital are crucial to managing their assets Xerxes Mullan., Global AdvisorforAvestar Capital believes that financial planning creates far superior returns as compared to investments. The most effective financial plan is the one that puts your needs and goals …

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  India is the most populous country in the world with one-sixth of the world’s population. According to official estimates in 2022, India’s population stood at over 1.42 billion.

— Wikipedia


Since Avestar Capital’s founding in 2017 with $250 million in AUM, we have grown exponentially and are proud to announce that we closed this year with AUM of $1 billion.


 

Avestar Capital specializes in strategic financial planning for high-net-worth individuals from the South Asian diaspora, offering tailored wealth management solutions that transcend international borders. With a focus on optimizing financial growth and security, they guide clients through intricate cross-border financial landscapes with expertise and precision.

 


According to a Ministry of External Affairs report,
32 million NRIs reside outside India;
and overseas Indians comprise the world’s largest overseas diaspora. 

— Wikipedia