The Vision Behind Wealth Management Firm Avestar Capital

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Avestar Capital is an independent financial advisory offering services to the middle market. The firm provides integrated financial plans and solutions to best meet their clients’ goals.

Picking the right financial advisory firm can be a difficult task. There is no dearth of 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. Also, learn as much as you can about the assets under management, the firm’s consistency, and its offerings for clients.

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What Is Avestar Capital?

Avestar Capital is one such firm. It provides integrated financial plans and solutions to best meet their clients’ goals. The firms is an independent financial advisory offering services to the middle market.

Xerxes Mullan is the founding partner and CEO and one of the global wealth advisors at Avestar Capital. His vision is to cater specifically to growing wealth creation in connection with the Indian diaspora. He envisions this multi-family office and global financial advisory boutique to be a one-stop solution to fulfill the financial needs of the entrepreneur and the C-level executive. In short, he wants to help Indian ultra-high net worth individuals with their offshore investment strategies.

Xerxes Mullan Is Uniquely Qualified

Prior to founding Avestar Capital, Xerxes worked as a managing director for investments at the private banking and investment group Merrill Lynch. The entrepreneurial setup at Merrill Lynch furthered Xerxes’s experience in the financial industry. While Xerxes is an FAA-certified multi-engine commercial pilot, his journey in finance started with Goldman Sachs & Co. He worked with Goldman Sachs & Co. in their investment management division in New York, London, Hong Kong, and Singapore.

He holds an MBA in finance and strategy from Yale University. Additionally, he holds a master’s degree in commerce and macroeconomics and a bachelor’s degree in commerce (accounting and economics) from the University of Mumbai.

What Makes Avestar Capital Different?

One of the key differentiators of Avestar Capital as an independent advisory is its product committee.

This committee is responsible for focusing on real estate categories and alternative investments. There are numerous unique opportunities for the committee to analyze and identify. This gives clients opportunities to invest in attractive direct opportunities, sidecar investments, and more.

The future for Avestar Capital looks promising. This optimistic outlook is bolstered by three exciting business initiatives across key product segments. These include alternate investments, real estate opportunities, and marketable securities. These initiatives will fulfill alternative investment needs for the firm’s client segments.

Who Is on the Team at Avestar Capital?

The team at Avestar Capital includes the Avestar board of directors. It also includes its global financial advisors, the compliance committee, the management team, and the firm’s strategic advisors. Additionally, this also includes the firm’s clients. Moreover, the entire team is committed to Avestar’s growth.

The firm works closely with clients to ascertain the best and most efficient way to achieve their fullest potential. Consequently, Xerxes believes that one of the most crucial aspects of his job is to employ the skill of human capital. The ability to play on people’s strengths and leverage their best talents while helping them build on their weaknesses allows Xerxes to have an engaged team.

What Is the Firm’s Growth Strategy?

Xerxes and his team have been putting in their best efforts to focus on growing the business organically and inorganically. To this end, they have developed a differentiated platform with diverse and unique offerings.

Basically, the organic strategy attracts prospective clients. Simultaneously, the inorganic strategy attracts global financial advisors to the platform. This strategy involves the merging and/or acquiring of financial advisors. It also involves integrating network and clients onto the Avestar Platform.

Furthermore, they have strengthened and bolstered the team by on-boarding extremely talented and highly qualified professionals. By signing up with external sources such as investment bankers and brokers, Avestar is able to implement this inorganic strategy.

What Is the Firm’s Vision?

The vision at Avestar Capital is to focus on balance sheet management along with assets and liability management. This enables clients to achieve financial success.

With its diverse management and global advisory team, Avestar Capital has created a stellar network of leading partners and professionals to best serve and advise their clients.

Wealth management is a cultural business. To this end, Avestar’s cross-border offerings allow access to a unique mix of ideas, opportunities, and funds. By developing a network of similar clients, Avestar has been able to generate some of its best ideas from the network itself while integrating technological intelligence, human capital, and financial data.

Avestar Capital provides multi-family office services and administration, alternate investments, and retained earning solutions. The firm works with leading tech vendors and is built for high net worth individuals to manage their assets. With an acute awareness of its clientele, Avestar Capital is well-equipped to provide personalized financial solutions.

Finally, its professional management team and its mergers and acquisitions team of financial advisors continually bring in new clients, demonstrating that Avestar Capital’s mission is to tap into new opportunities to grow wealth.

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