Ramu Potarazu has joined Avestar Capital as the Managing Partner earlier this year. Ramu has more than 20+ years of key executive management and leadership experience across various industries having helped multiple businesses scale to their fullest potential. From 1995 -1997, Ramu attended the Stanford Executive Program. He was recognized as one of the Top 20 CIO’s in 1998 by CIO Magazine and honored as the 2010 Entrepreneur of the Year® by Ernst & Young for Technology, Eastern Division.
Ramu will partner closely with me to help manage and scale the business and enhance our platform offerings to meet the needs of our sophisticated client base. He will also be responsible for the acquisition and integration of financial advisors (and their firms) on to our Platform - which will better position us to offer additional expertise and offerings to you, the client.

Shilpa has worked in the Energy and Commodities industry for 20 years in sales and growth strategy for power investments, determining key regions, technologies, partners, customers, ways to differentiate EFS capital. She led a team at Genscape that built framework for valuing capacity markets, emission credits and fuel constraints. She has built a reputation and foundation by understanding the energy financial marketplace, the constant shifting of trends, market moving events and the impacts they present to clients from physical upstream, midstream, and downstream operations to their physical and financial trading, hedging and risk management activities. Her last role at YES Energy she was responsible for all operational, marketing and business development. Shilpa graduated from the University of Buffalo with a degree in Computer Science and Finance.

Anita became a member of Avestar Capital after having been with the Mullan Group of Merrill Lynch since 2016. At Merrill, Anita helped out with administrative tasks and client coordination. Anita earned her Bachelor of Arts at Mumbai University. Anita enjoys spending time with her husband Cyrus and her two children, Zoeish and Zaal. Anita also enjoys painting in her spare time.

Xerxes is the Founder and CEO of Avestar Capital, a Multi-Family Office and Global Financial Advisory boutique. Prior to Avestar, Xerxes worked as a Managing Director – Investments at the Private Banking and Investment Group at Merrill Lynch.  Xerxes also worked with Goldman Sachs & Co. in its Investment Management Division in New York, London, Hong Kong and Singapore.  Xerxes holds an M.B.A in Finance and Strategy from Yale University, a Masters in Commerce in Macroeconomics and Bachelors in Commerce in Accounting & Economics from the University of Mumbai.  He is on the Tri-State Board of Pratham (an education-based non-profit) and is a Charter Member of TiE (The Indus Entrepreneurs). Xerxes is also an FAA certified multi-engine commercial pilot and lives in New York with his wife Shilpa, son Aadi, and daughters Ananya and Anoushka.

Gautam came to Avestar Capital as a Senior Director, Global Financial Advisor. He was born in Bombay, India and graduated from the Indian Institute of Technology as a Chemical Engineer. He moved to Boston to pursue his Master’s degree in Chemical Engineering at Northeastern University, after which he worked as an Engineer at General Electric and later at American Cyanamid and Johnson & Johnson in New Jersey. After obtaining an MBA in International Business & Finance from New York University, he started working at Paine Webber in Manhattan where he worked as a Financial Advisor for 6 years. As his client base expanded globally he joined Merrill Lynch where he serviced his clients for over 22 years before partnering with Avestar in June 2019.

Sandeepa (”Sandy”) Vig is our Global Advisor. Sandy has more than 20 years of experience in the financial services industry, with a focus on Emerging Markets Equities. Her areas of expertise include Private client and Wealth Management, Equity Capital Markets, and Institutional businesses. Sandy is known for her collaborative approach to building and leading teams, and she has a passion for cultivating successful long-standing customer relationships. Sandy spent more than 16 years at IIFL Holdings (now IIFL Finance) in India, starting in the early days of the company’s expansion. In her time at IIFL, she founded and led many business units, including the private client and wealth management business and the institutional equities business. IIFL today is among the top companies in each of these businesses in India
Sandy received a bachelor’s degree in accounting and economics from R.A. Podar College of Commerce & Economics in Mumbai, India, and earned an MBA from Narsee Monjee Institute of Management Studies (NMIMS), Mumbai. Outside of work, Sandy is passionate about volunteering in the community as an active member of Soka Gakkai International. She lives in New York City.

Rakesh is the founder and Chief Investment officer of Global Capital Strategies (GCS), with 28 years of experience in providing financial advice and 21 years as a Portfolio Manager. He is the portfolio manager for our Focus, Core, Disruptors, Equity Income, Dynamic ETF, and Bond portfolios. Further, Rakesh is the lead Portfolio Manager for strategies run for Avestar Capital clients’ that include the Gro’Stars, Val’Stars, Rev’Stars, and Global Thematic Portfolios. In managing money and creating financial plans for wealthy families and businesses, he works with other experts in their respective fields, to create and implement wealth planning strategies tailored to a client’s needs.

Jamshid is the Managing Director of Avestar Advisory India, a Multi-Family Office and Global Financial Advisory boutique focusing on cross border financial service solutions. Prior to Avestar, Jamshid was the founder and Managing Partner– at Heritage India Advisory, an India focused hedge fund catering to foreign institutional capital looking to invest in the Indian Financial Markets. Prior to Heritage, Jamshid also worked with Merrill Lynch, Citibank and HDFC Asset Management, in India and in the US. Jamshid holds a degree in Finance and Psychology from Franklin and Marshall College, USA. He was a National level squash player both in the Junior and Masters category, and captained the Franklin and Marshall Division 1 squash team for two years. Jamshid is married to his Wife, Kayan and they have two children Tiana and Zane.