Latest

Articles

Avestar Capital Appoints Shilpa Mullan Konduri as President

Global Wealth management advisory firm Avestar Capital’s President Shilpa Mullan Konduri, an Indian-American set to drive company growth.  The Board of Atash Holdings announces Shilpa Konduri Mullan as the President of the subsidiary – Avestar Capital. The decision to create an entirely new role of President comes as the firm transitions from a start-up phase to a growth phase […]

Avestar Capital Appoints Shilpa Mullan Konduri as President Read More »

Articles

From Boomers to Gen Z and across countries – Avestar Capital Bridges the Gap

The financial planning industry is undergoing a massive change. While financial planners will traditionally cater to middle-aged or older individuals, Millennial and Gen Z cohorts are also looking to find their financial footing. With the rise of newer avenues such as social media, wealth creation has taken on a new meaning, and the path to

From Boomers to Gen Z and across countries – Avestar Capital Bridges the Gap Read More »

Articles

Why Philanthropy Matters

Warren Buffet famously once said “Someone is sitting in the shade today because someone planted a tree a long time ago.” Buffet was speaking about long-term investing but this quote applies to any enterprise worth undertaking. Putting this wisdom into action, Xerxes Mullan, Founder at Avestar Capital is making charitable communities a part of the larger growth story. Avestar

Why Philanthropy Matters Read More »

Articles

How to Have A Conversation On Philanthropy With Your Clients As a Financial Advisor

During Covid-19, one of the most challenging times in modern history, the crisis impacted the underprivileged the most. In response to this, a positive change in individual and institutional philanthropy was sparked by the global pandemic as foundations, and individual donors came together to commit more capital and help those in need. According to a

How to Have A Conversation On Philanthropy With Your Clients As a Financial Advisor Read More »

Articles

Why Ultra-High Net Worth Individuals are primarily focused on Financial Planning vis a vis Investments

Ultra-high-net-worth individuals have incredibly complex portfolios and balance sheets. Experienced financial planners such as those at independent financial advisory Avestar Capital are crucial to managing their assets Xerxes Mullan., Global AdvisorforAvestar Capital believes that financial planning creates far superior returns as compared to investments. The most effective financial plan is the one that puts your needs and goals

Why Ultra-High Net Worth Individuals are primarily focused on Financial Planning vis a vis Investments Read More »

Articles

Helping an Entrepreneur Monetize Full or Partial Business Interests

As an entrepreneur, knowing how to raise sufficient capital can mean the difference between success and failure. Entrepreneurs are often faced with the decision of raising money strategically or as a need to fund business growth. Xerxes Mullan, Global Advisor for financial advisory Avestar Capital, is an entrepreneur himself and has gathered meaningful insights from his years of

Helping an Entrepreneur Monetize Full or Partial Business Interests Read More »

Articles

Could Leverage Be a Financial Asset? Here’s How

Entrepreneurs do not typically like to use the word “leverage” on their balance sheets, given the risk they are undertaking—financial leverage results from using borrowed capital to amplify the potential returns on an investment. However, the potential downside risk in the case that the investment does not pan out is also high. Xerxes Mullan, Global

Could Leverage Be a Financial Asset? Here’s How Read More »

Articles

Chris Dunne & Connor Tendall Join as Relationship Managers at Avestar Capital

Avestar Capital is pleased to announce that Christopher Dunne & Connor Tendall have joined the firm as Relationship Managers. The Founding Partner of Avestar Capital, Xerxes Mullan believes that building strong relationships with clients as well as partner firms is one of the most important tenets in the wealth management business. Xerxes has built a team that

Chris Dunne & Connor Tendall Join as Relationship Managers at Avestar Capital Read More »