The presence of personalized financial advisory services dedicated to families, entrepreneurs or companies that operate in America are limited. Especially the South Asian and prominently Indian diaspora in the United States, which are amongst the richest diaspora present. Several High Net Worth individuals still struggle to manage wealth creating a massive gap in asset management. Avestar Capital was founded to ridicule such disparity in the market. A cross-border focused South Asian First Financial and Private Wealth Management company.
Founder & chairman Xerxes Soli Mullan witnessed a lack of financially stable landscape between cross-border businesses and entrepreneurs operating in the American market. Raised from the idea of creating an accessible investing opportunity for South Asians, after being told that “South Asians didn’t need customized and specialized investing advice.” With the help of President Shilpa Mullan, this company grew to fill the investing gap via being the best Multi-Family Office.
Journey To Personalized Approach in Wealth Management
Avestar Capital was founded in 2017 under the parent company Atash Holdings, LLC. Aiming to create a stable and constantly growing investing opportunity with customized service. The core philosophy revolves around client-centric wealth creation and expansion. Utilizing technology and goal-driven financial solutions to design conflict-free strategies.
The approach began by addressing multiple facets of wealth management, structured to include comprehensive financial, investment, and estate planning. Being an Multi-Family Office (MFO) the services are exceptional for every HNW or High Net-Worth individual within the South Asian community.
Conflict-Free and Transparent
What truly sets Avestar apart is independence and transparency. Unlike any other financial advisors that just entraps and works through their set ways. Our way of operation comprises free from any conflict, offering unbiased advice that prioritizes the best interest through fiduciary investment advisors.
Dynamic, Diversification and Discipline are the three investment philosophies Avestar follows. Developing an independent and fiduciary standard-based advisory model to manage a range of strategies based on your financial goals. Such a business model ensures the trusts via regular updates, understanding of process and performance study of their investments. So what do you receive?
Comprehensive Services
Avestar Capital offers a set of financial services each catering the needs of individuals for a much structured, customized and personal strategies. Each service offers a proper balance between your risk tolerance and financial goals whilst multiplying your portfolio, ensuring maximum security. Here are the two sectors that you can benefit the maximum from.
1. Private Wealth Management
Receive structured capital fund management backed through data and analytics, allowing HNWIs to track every movement of their investments. This service promotes maximizing the investments and widening the portfolio and creating long-lasting legacies for generational stability.
- Personal Wealth Advisory
- Philanthropy Advisory
- Trust and Estate Planning Coordination
- Next Gen Financial Education
- Family Legacy and Governance Advisory
- Insurance Advisory
2. Global Family Office Services
Not only receive the strategic solution but also the full-proof execution of it. As a Family Office, Avestar ensures not just maximizing but protection of assets between changes of dynamics, corruption, authorities and taxation. Allowing your assets and wealth to remain secure to support, drive and govern the future.
- Wealth Transfer and Estate Planning Advisory
- Income Tax Planning Coordination
- Financial Planning Analysis
- Philanthropic Advisory
- Insurance Advisory
- Financial Education and Planning
- Investment Planning and Administration
- Financial Reporting
- Family Office Services
Leadership Backed by Expertise
Avestar Capital’s strength lies in their team of best personal financial advisors, bringing expertise and energy to the financial market. Not alone, they are led by their highly noted, seasoned and backbone of Avestar; The Board of Directors
- Dinyar S. Devitre
- S. A. Ibrahim
- Sundar Subramani
- Ranjit Tinaikar
- Xerxes Soli Mullan
- Shilpa Mullan
Under their helm, this independent RAI manages the client base of top South Asian executives and entrepreneurs in the US. Answering the question…
Why Us?
Avestar Capital provides trust, backed with results. With an independent RAI model of operation we precisely focus on the South Asian diaspora, uplifting the community with secure future planning of HNWs. The aim is to not create wealth, but to build a legacy which will be far more valuable and memorable through the future.
With the top asset management company in the USA, secure the future with proper retirement plans withholding your legacy with structured debt management plans for long-lasting capital management.
