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 »
Avestar Capital is a modern global financial advisory platform, connecting human capital with financial data and expertise. Avestar Capital is an independent advisory firm with an entrepreneurial spirit that leads to optimally managing its client’s portfolio with more freedom, flexibility, and novel ideas and opportunities. They leave no stone unturned when it comes to providing their …
Xerxes Mullan Redefining Wealth Management at Avestar Capital Read More »
Avestar Capital is a wealth and financial management company that has a sophisticated clientele from different parts of the world. It is a modern and independent, global financial advisory platform. Their focus is the entrepreneur. They help them advise, integrate and simplify across their complex global balance sheets. Avestar also looks at recognizing and training …
Summer Internship with financial advisory Avestar Capital Read More »
Avestar Capital is a wealth management firm, spearheaded by some exceptional professionals with a wide range of skill sets necessary for an organization to grow. One of these professionals is Mr. Sundar Subramaniam, an integral part of Avestar Capital. He is not just a member of the Board of Directors but also acts as the …
Avestar Capital is a financial advisory firm that is managed by a well-rounded team. This includes Ramu Potarazu, who joined Avestar Capital as the Managing Partner earlier this year in 2021. Ramu has more than two decades of experience in key executive management and leadership across various industries, having helped multiple businesses scale to their …
All about Mr. Ramu Potarazu- Managing Partner at Avestar Capital Read More »
Avestar Capital is a wealth and financial management company with a diverse clientele from different parts of the world. The aim is to optimize the existing wealth and assets of their client with productive outputs. Xerxes Mullan, the CEO & Founding Partner has built a strong team for Avestar and one of the team members …
How Shilpa Konduri heads Client Management at financial advisory Avestar Capital Read More »
The financial advisory industry has long been commanded by large brokerage firms and wirehouses. However, the scenario has largely changed as more advisors are going independent. The opportunity to grow and build something of your own along with increased freedom and flexibility is a key selling point for advisers to move to the independent space. …
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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
