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John Aviles joins as Client Service Associate at 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 trust with clients as well as with organisations. Client servicing forms the yardstick of any Wealth Management Business. Avestar Capital has transcended into an organisation of repute by keeping with the attribute of strong client servicing over the years.


Shilpa Konduri, the newly appointed President at Avatar Capital LLC states, “I firmly believe that keeping with customer requirements and preferences can scale operational excellence and organically escalate organisational profitability and outreach. The department is instrumental at helping expand the existing diaspora in an effort to reach out to newer and untapped audiences. The Client Servicing Team is key to an evolving financial advisory.”

John Avilles commenced with his career as a Relationship Banker at JPMorgan Chase & Co. Prior joining Avestar Capital LLC John essayed the role of an Analyst at Morgan Stanley.

John Avilles graduated from Syracuse University in 2020 with a degree in Psychology and a minor in Economics. His interest in finance piqued with the membership at the Investment Club as he was designated as a treasurer of his fraternity. “I hope to bring the wealth management operations background I have garnered there to this role at Avestar.”

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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