Sandeepa Vig- Global Advisor at Avestar Capital

Sandeepa ("Sandy") Vig is a Portfolio Manager and Global Advisor at Avestar Capital and has amassed over 25 years of experience in the financial services industry. Sandeepa worked at India Infoline (IIFL) for 16 years in India. She is one of the largest wealth managers in India and is an asset herself to the cross-border client servicing team at Avestar Capital.

With better quality virtual communication and interaction between countries and globalization, individuals can easily cross national borders. They can leave their native countries and homes to look for better work opportunities and higher standards of living. Globalization has also led to higher cross-border business. The barriers to entry are lower and there is greater ease of setting up business. However, there are a number of unique challenges and issues that arise when it comes to financial reporting, tax obligations, managing assets, to name a few. This is where financial advisors like us with a focus on cross-border clientele step in to lessen this burden and effectively help manage their wealth. Cross-border clients have different considerations and goals that financial advisors must consider to help them achieve their financial goals. US and foreign tax protocols, various sources of income, the country where the client expects to stay, capital gains, foreign investment- the list of services that international clients need is exhaustive and complicated. To conclude, advisors who deal with international and cross-border clients must understand a wide range of rules and regulations and make certain resources available to their clients to navigate this complex maze. Sandeepa's substantial skills are integral to help grow Avestar Capital in the cross-border financial advisory business.