Global Financial Consultant in New York | Global Financial Advisory

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,

Sandeepa Vig- Global Advisor at Avestar Capital

The financial advisory industry has long been commanded by large brokerage firms and wire houses. However, the scenario has largely changed as more advisors

Xerxes Mullan’s journey to Avestar Capital

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

Avestar Capital- Our vision

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

Meet Head of Client Management- Shilpa Konduri

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.

Summer Internship Program at Avestar Capital

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

Our Inorganic Growth Strategy

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.

Meet our Board of Directors

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

Avestar Giving

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

Founder 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.

Avestar Capital Multifamily Office Founded

Avestar Capital has been launched as an independent advisory firm and multifamily office in the Dynasty Financial Partners network.

Ex-Merrill Lynch director launches new advisory business

Xerxes Mullan and his team have left Merrill Lynch to launch an independent advisory firm in association with Dynasty Financial Partners.

Ex-Merrill Lynch FAs Open UHNW Indie RIA

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.

Former Merrill Lynch exec establishes advisory firm

Founder Xerxes Mullan launched Avestar Capital, a multifamily office and wealth advisory business.

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 Lynch Director Leaves To Start Advisory Firm With Dynasty

A managing director at Merrill Lynch and his team have left to start their own firm with Dynasty Financial Partners.

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.

Xerxes Mullan launches Avestar Capital

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.