avestarcapital

[avestarcapital]

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. He manages the investment trading and investment operations and works as the accountable manager of the firm’s Investment Committee. Xerxes Mullan, the Founding Partner of Avestar Capital says, “He does complete justice to his role of putting the clients’ hard-earned money into lucrative investments and implementing wise investment strategies”. Mr. Bhalla works closely with Mr. Sundar Subramaniam, who is a member of the Board of Directors. Mr. Subramaniam is also the head of the Investment Committee. Mr. Bhalla is the co-portfolio manager on our structured note. As a Portfolio Manager, Raman Bhalla’s responsibilities include, determining a client’s appropriate level of risk based on the client’s time horizon, risk preferences, return expectations, and market conditions. To achieve this end successfully, Avestar Capital’s portfolio managers perform an interview to fully understand a client’s investment needs and ensure those needs are met.

[avestarcapital]

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. The aim is to have clients who can take advantage of each other's balance sheet for philanthropy and giving. This network effect is exponential as other like-minded individuals will tend to possess similar principles. In the United States, financial advisors should report their business and individual incomes on similar tax forms as all other small business owners. Those who function as sole proprietors must report all business income and expenditures on Schedule C, while others must file partnership or corporate tax returns. Income is taxed at the federal, state, and regional levels, and earned income is subject to additional taxations to fund Social Security and Medicare, to name some. Tax benefits can be accrued through charitable giving.

[avestarcapital]

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 concerning the financial advisory industry. At Avestar Capital, we have a sophisticated clientele spread across the world. We manage the asset portfolios of our clients and optimize their capital with productive investment decisions. Xerxes Mullan, the Founding Partner at Avestar Capital has a vision to cater to ultra high net worth individuals, C-level executives, entrepreneurs and more by offering effective financial advice and investment opportunities. Everybody wants to be a part of a club that is exclusive. We aim to keep the Avestar Capital club intimate and exclusive from an invite perspective. We are a community that enjoys meeting other clients and networking with them. Xerxes and the team believe in not only managing our client’s financial complexities but in also creating value addition by sharing ideas and opportunities. This ensures an exchange of diverse opinions that helps each individual broaden their thinking capability and creates the right opportunity for business development.