Hiring Cipperman Compliance Services and Stacey Gillespie to
strengthen and fortify our compliance program
Avestar Capital is an independent global advisory firm which
takes immense pride in enhancing the value of the business
through a robust hiring strategy,
The financial advisory industry has long been commanded by
large brokerage firms and wire houses. However, the scenario
has largely changed as more advisors
Avestar Capital is a global financial advisory platform,
connecting human capital with financial data and expertise. We
are an independent advisory firm with an entrepreneurial
spirit that leads to optimally managing our client’s
portfolios with more freedom, flexibility, and novel ideas and
opportunities. We leave no stone unturned when it comes
Picking the right financial advisory firm can be a rather
difficult task. There are numerous firms offering you various
ways to invest your hard-earned money. However, some of the
defining aspects of good financial advisories are the people
behind them, the assets under management (AUM), the
consistency of the firm, and the offerings that they provide
to their clients.
Meet Mr. Sundar Subramaniam, Investment Committee Chair
Avestar Capital is spear-headed by some exceptional
professionals with a wide range of skill sets necessary for an
organization to grow. One of them is Mr. Sundar Subramaniam,
an integral part of Avestar Capital. Mr. Subramaniam, along
with Founding Partner
At Avestar Capital we have a diverse clientele from different
parts of the world. Our aim is to optimize the existing wealth
and assets of their client with productive outputs. Avestar
has a strong team, with Xerxes Mullan as the Founding Partner
Meet Managing Partner at Avestar Capital- Mr. Ramu Potarazu
Mr. Ramu Potarazu joined Avestar Capital as the Managing
Partner earlier in 2021. Mr. Potarazu has more than two
decades of experience in key executive management and
leadership across various industries, having helped multiple
businesses scale to their fullest potential.
We are a wealth and financial management company with a
sophisticated clientele from different parts of the world. We
are a modern and independent global financial advisory
platform. Our focus is the entrepreneur. We help them advise,
integrate and simplify across their complex
Avestar Capital is a global financial advisory platform. The
focus of our firm is the Entrepreneur. Xerxes Mullan, the
Founding Partner along with our team of skilled talent, helps
our clients to achieve the financial goals that they envision,
simplify their complex global balance sheets and generate
value-added outcomes.
Every firm has a promising team that hopes to achieve their
individual goals as well of those of the firm. At Avestar
Capital our solid Board of Directors is a team that forms and
executes strategies to lead the company on a growth
trajectory. In addition to the Board’s role in this regard,
the individual committees at Avestar Capital help improve the
governance of the firm with their valuable insights.
Avestar Capital Network & Events- The Avestar Club
COVID-19 has majorly impacted every aspect of our lives over
the past 2 years. Currently things have resumed to normalcy as
compared to before, with social gatherings slowly getting back
to what they used to be in 2019. Avestar Capital is a wealth
management firm that has an exclusive club of their own, where
they meet and discuss the continued happenings
Xerxes Mullan, Founding Partner at Avestar Capital, firmly
believes in the saying, "To whom much is given, much is
expected." This means that we are held responsible for what we
have. If we have been blessed with a unique talent, abundant
wealth, knowledge or time, we are expected to benefit others
from the same. At Avestar Capital we work with several
non-profits across the client networks.
Meet Mr. Raman Bhalla- Portfolio Manager at Avestar Capital
We are a financial advisory boutique that manages our client’s
wealth, assets and helps them meet their financial goals. We
also manage portfolios with great insight from a range of
experienced Portfolio Managers who come from excellent
backgrounds in the field of wealth management and come with a
unique approach to the market. One of the brilliant minds at
the firm is Mr. Raman Bhalla, a Portfolio Manager.
Leading NYC-Based Financial Executive, Xerxes Mullan, Launches
Avestar Capital as an Independent Advisory Firm In Partnership
with Dynasty Financial Partners
Founding partner and CEO Xerxes Mullan launched Avestar
Capital as an independent advisory firm on March 17, 2017. Mr.
Mullan had previously worked at Merrill Lynch’s Private
Banking Investment Group as a Managing Director – Investments,
International Private Wealth Advisor. Joining him are Tonya
Smoake, Chief Operating Officer, Sanjeet Dass, Vice President
– Investments, Jennifer Wolf, Vice President - Financial
Planning and Alexa Cark, Client Services Analyst and Sonia
Krauss, Client Services Analyst– all from Merrill Lynch.
After 13 years at Merrill Lynch, advisor Xerxes Mullan
announced Tuesday he’s left to open Avestar Capital in New
York. Joining him at the new independent RIA are two other
ex-Merrill advisors. Mullan says his seven-member team managed
more than $300 million at the wirehouse.
High-End Merrill Broker in Manhattan Sets Up Independent
Advisory Firm
A team of four advisors who worked with wealthy clients within
Merrill’s elite Private Banking and Investment Group left on
Friday to launch an independent advisory and brokerage firm in
New York City, according to Dynasty Financial Partners, which
is working with the group.
Merrill breakaway launches RIA with an eye on cross-border
wealth
An ex-Merrill Lynch adviser opened a new RIA under Dynasty
Financial Partners in the fifth new firm launched through
Dynasty’s outsourcing platform this year.
Merrill Lynch veteran exits to launch independent advisory
firm
A veteran Merrill Lynch international advisor and five other
colleagues have left the US wealth management giant to set up
a new independent advisory firm.
Dynasty Financial Partners said that Avestar Capital has
become the most recent independent advisory firm to select
Dynasty Financial Partners' open architecture of wealth
management services and technology.