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Investment Management

A successful investment strategy requires a methodical process managed by experts who prioritize their clients’ best interests. Our approach is founded on a series of core principles that steer our investment choices. Our research process for investment management is comprehensive and systematic, encompassing both quantitative and qualitative factors.
As part of our services, we design customized multi-asset investment strategies and solutions to meet the investment objectives and risk tolerance of our clients.

At Avestar, we provide in-depth analysis and insights on the latest trends in the financial markets to ensure that our clients can make informed decisions for their investment portfolios.

Avestar offers an exhaustive range of cost-effective investment opportunities and product offerings across various asset classes.
Our thorough and uncompromising approach to due diligence ensures that our clients get a consolidated list of highly competitive and promising asset managers.
Powered by strategic asset allocation, we build investment portfolios that maximize our clients’ risk efficiency and offer them a wide variety of potential returns.
At Avestar, we also offer complementary financial advice to our clients to help them manage and plan their investments, estate tax, and charitable initiatives.
We offer our clients custom liquidity solutions for cash management powered by our state-of-the-art digital platform.
Avestar offers carefully designed solutions for risk management that reduce downside risk while also ensuring great market returns.
Careful monitoring and rebalancing are essential to align a portfolio with investment objectives. We regularly monitor our clients’ portfolios to ensure that they can benefit in the current market scenario.
Avestar Capital

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  India is the most populous country in the world with one-sixth of the world’s population. According to official estimates in 2022, India’s population stood at over 1.42 billion.

— Wikipedia

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