Articles

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 …

Creating A Strategic Advisory Board of Directors for Emerging Entrepreneurs  Read More »

– 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 …

John Aviles joins as Client Service Associate at Avestar Capital Read More »

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 …

Client Delight is the NEW SALES Read More »

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 …

Avestar Capital Appoints Shilpa Mullan Konduri as President Read More »

As an entrepreneur who is just starting to build your business, you must be able to set yourself and your company up for success. Across all stages of the growth and development of your business, it is crucial to think of planning your finances. Xerxes Mullan, the Founding Partner at a global financial advisory boutique …

Importance of Financial Planning for Entrepreneurs Read More »

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 …

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

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 …

Why Philanthropy Matters Read More »

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 …

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

According to a survey that measured the median household income in the United States in 2020 by race or ethnic group, Asians roughly make $20,000 more than the other groups. South Asian Americans are also the fastest-growing racial group in the US and trends show that they have economically fared better than other social groups …

Financial Planning for Cross-Border Clients Read More »

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 …

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