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.
At Avestar Capital, we provide integrated financial plans and solutions to successfully meet the goals of our clients. We are an independent financial advisory offering services to the middle market. Xerxes Mullan, the Founding Partner and one of the Global Wealth Advisors at Avestar Capital, wanted to cater specifically to the growing wealth creation in connection with the Indian diaspora. He envisaged this Multi-Family Office and Global Financial Advisory boutique to be a one-stop solution to fulfill the financial needs of the entrepreneur, the C-level executive, and help the Indian ultra-high-net-worth individuals with their offshore investment strategies.
Xerxes worked as a Managing Director – Investments at the private banking and investment group Merrill Lynch. The entreprenurial set up at Merrill Lynch further lent to 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. Xerxes worked with Goldman Sachs & Co. in their Investment Management division in New York, London, Hong Kong and Singapore. He has an MBA in Finance and Strategy from Yale University, holds a Masters in Commerce in Macroeconomics and Bachelors in Commerce (Accounting and Economics) from the University of Mumbai.
One of the key differentiators of Avestar Capital as an independent advisory is the Product Committee. This committee is responsible for focusing on Real Estate Categories and Alternative Investments.