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 …
Within the wide range of financial services offered, wealth management happens to be one of the most attractive sectors. This is due to the fact that wealth management has higher growth prospects, requires lower capital and has a higher return on equity as compared to other retail banking businesses. Secondly, wealth management businesses attract and …
Whether you are a US citizen moving abroad or a US Green Card holder becoming an expatriate, numerous financial decisions must be made. Managing your wealth can be an arduous task in itself. To further add the complexities of the various laws across countries, varying time zones and tax codes are a difficult path to …
US citizens or Green Card holder moving abroad? Learn how to plan your finances. Read More »
Entrepreneurship can be an exciting and exhilarating journey with its fair share of ups and downs. At any given stage of self-employment, trying to make your income last in your retirement should be one of your top priorities. As an entrepreneur, you may have the flexibility and freedom that most corporate employees may not have. …
Retirement Planning Strategies for Entrepreneurs Read More »
The financial decision to sell your business is a complex one. To further add to this, one must decide what to do with the wealth once the business is sold. After spending years building your business, finding the right buyer and finally selling the business, there is still some planning left to do. Xerxes Mullan, the …
A high percentage of Indian investors are significantly biased toward Indian investments when investing their wealth. Recently, however, ultra-high net worth individuals in India have been looking to diversify their wealth by investing abroad. High net worth individuals in India are looking for safer and easier means to diversify their wealth. With uncertainty around healthcare, …
Indian families looking to diversify investment abroad Read More »
The Securities and Exchange Commission (SEC) defines high-net-worth persons as individuals with a net worth of at least $1.5 million or $750,000 in investable or liquid assets. Ultra-high-net-worth individuals (UHNWI) are those who have at least $30 million worth of net investable assets to their name. For such individuals, financial planning and wealth management is …
Financial Planning for Ultra-High-Net-Worth Individuals Read More »
Xerxes Mullan, Founding Partner at Avestar Capital, firmly believes in the saying, “To whom much is given, much is expected.” If you have heard this pure piece of wisdom, you know it means that we are held responsible for what we have. If we have been blessed with a unique talent, abundant wealth, knowledge, time, …
Philanthropy & Giving at Avestar Capital: To whom much is given, much is expected Read More »
Avestar Capital is a modern and independent, global financial advisory platform. The focus of the firm is the Entrepreneur. Xerxes Mullan, the Founding Partner along with the team, helps their clients advise, integrate, and simplify across their complex global balance sheets. They primarily take care of their wealth management and portfolios for further capitalization of …
Inorganic growth strategy of the Avestar Capital platform Read More »
COVID-19 has impacted every aspect of everybody’s life majorly over the past 2 years. Currently things have mellowed down a little as compared to before, social gatherings are slowly getting back to what they used to be in 2019. Avestar Capital is one such wealth management firm that has an exclusive club of their own, …
Avestar Network & Events- Create the Avestar Club 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
