Avestar Advisory operates as a privately-held financial and wealth advisory firm, offering comprehensive solutions spanning both public and private markets. Our mission is to provide high-net-worth South Asian entrepreneurs, CEOs, families, institutions, and foundations, with advisory services in partnership with our investment and financial planning team.

Our unique strength lies in our cross-border expertise team, composed of seasoned global advisors, financial planners and investment professionals and a women-led management team. Together, we bring to the client over five decades of combined experience in generating financial value. Our primary objective is to develop holistic financial and tax planning strategies to achieve sustainable outcomes and empower our clients throughout their financial journey. We aim to foster Avestar community connections and identify opportunities for excellence.