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 …
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 …
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 …
As an entrepreneur, knowing how to raise sufficient capital can mean the difference between success and failure. Entrepreneurs are often faced with the decision of raising money strategically or as a need to fund business growth. Xerxes Mullan, Global Advisor for financial advisory Avestar Capital, is an entrepreneur himself and has gathered meaningful insights from his years of …
Helping an Entrepreneur Monetize Full or Partial Business Interests Read More »
Entrepreneurs do not typically like to use the word “leverage” on their balance sheets, given the risk they are undertaking—financial leverage results from using borrowed capital to amplify the potential returns on an investment. However, the potential downside risk in the case that the investment does not pan out is also high. Xerxes Mullan, Global …
Avestar Capital is pleased to announce that Christopher Dunne & Connor Tendall have joined the firm as Relationship Managers. The Founding Partner of Avestar Capital, Xerxes Mullan believes that building strong relationships with clients as well as partner firms is one of the most important tenets in the wealth management business. Xerxes has built a team that …
Chris Dunne & Connor Tendall Join as Relationship Managers at Avestar Capital Read More »
Selling a business can be a daunting task for many. As owners or entrepreneurs begin considering the sale of their enterprise, there are numerous factors to consider. It really does take a village to get the process going. Xerxes Mullan, the Founding Partner of independent financial advisory Avestar Capital, suggests starting early. “Selling a business requires a …
Why active management is better than passive management? Read More »
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
