Articles Archives - Avestar Capital

Charitable Trusts vs. Donor-Advised Funds: Choosing the Right Philanthropy Strategy

Leave a Comment / Articles / By Gutenberg Capital

Individual donors across the globe contribute billions of dollars to charities. The majority of them state the reason being the positive impact on society while many also find tax deduction a good reason alongside the positive impact. High-net-worth individuals consider philanthropy to be done only with the right understanding of the organization with proper charitable …

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8 Financial Habits That Wealthy Individuals Follow

Leave a Comment / Articles / By Gutenberg Capital

Wealthy individuals have earned their position at the top through hard work and patience. Very few have inherited or won their wealth through luck, restricting their ability or experience to grow. However, those who have earned their spot among the few understand the power of monetary habits, which many follow consistently to ensure their position …

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The Hidden Costs of Ultra-High-Net-Worth Living That No One Talks About

Leave a Comment / Articles / By Gutenberg Capital

An ultra-high-net-worth individual may seem to have the perfect life from the outside. And they mostly do, but it doesn’t come with some downsides. The wealth they accompany also brings along certain events that can’t be avoided. Apart from the cost of living for wealthy individuals or their accustomed and extravagant lifestyle, their unique challenges …

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Avestar Capital Appoints Brian Fullerton as Chief Investment Officer

Leave a Comment / Articles / By Gutenberg Capital

Brian Fullerton joins Avestar Capital as Chief Investment Officer, bringing extensive experience in asset allocation and investment strategies, highlighting Avestar’s commitment to superior, client-centric financial solutions, especially for the Indian diaspora. NEW YORK, July 29, 2024 /PRNewswire-PRWeb/ — Avestar Capital recognizes the evolving landscape of financial services, where heightened accountability and client-centricity are paramount. In this dynamic environment, …

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Creating A Strategic Advisory Board of Directors for Emerging Entrepreneurs

Articles, Latest / By Avestar Capital

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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John Aviles joins as Client Service Associate at Avestar Capital

Articles, Latest / By 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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Client Delight is the NEW SALES

Articles, Latest / By Avestar Capital

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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Avestar Capital Appoints Shilpa Mullan Konduri as President

Articles, Latest / By Avestar Capital

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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Importance of Financial Planning for Entrepreneurs

Articles, Latest / By Avestar Capital

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 …

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

Articles, Latest / By Avestar Capital

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 »

Articles

Charitable Trusts vs. Donor-Advised Funds: Choosing the Right Philanthropy Strategy

8 Financial Habits That Wealthy Individuals Follow

The Hidden Costs of Ultra-High-Net-Worth Living That No One Talks About

Avestar Capital Appoints Brian Fullerton as Chief Investment Officer

Creating A Strategic Advisory Board of Directors for Emerging Entrepreneurs

John Aviles joins as Client Service Associate at Avestar Capital

Client Delight is the NEW SALES

Avestar Capital Appoints Shilpa Mullan Konduri as President

Importance of Financial Planning for Entrepreneurs

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

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