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.