Artificial intelligence and advancements in tech have significantly enhanced the value and experience that clients derive from their financial portfolio. 

As a leading global investment partner and wealth advisory firm, clients of Avestar Capital significantly benefit from a smooth and personalised experience. The Tech-Forward approach to wealth management is all about enabling transparency, quicker response time, and boosting return potential for financial customers. 

The future of wealth management at Avestar Capital 

Avestar Capital was founded by Xerxes Soli Mullan, who focuses on serving the Indian diaspora abroad and in India.

Xerxes Soli Mullan is a forward-thinking leader who recognizes how technology has changed the world. He understands the importance of technology in our lives and how it helps in continuous monitoring and planning for the future. He believes that technology should not replace human interaction but should enhance it effectively.

Avestar Capital Tech-Forward model for Wealth Management 

At its core, wealth management and wealth advisory services are driven by creating and profitably managing integrated financial plans that include multiple assets.

As the financial and technological landscape evolves, integrating the latest advancements in data access and data management gains access to minute-by-minute market information. Because financial management is ruled by the need to capitalise on opportunities in real-time, staying ahead of market trends optimises wealth creation for customers. 

Building a better client experience with Financial technology  

Ravi Gopal is the Chief Technology Officer at Avestar Capital.  He plays a key role in driving the integration of fintech advancements into services. His leadership and expertise in technology are crucial for implementing fintech solutions.

Ravi Gopal has this to say about the digital first approach of Avestar Capital; 

“Innovations in Fintech will drastically enable a better customer experience for our clients at Avestar Capital. On the back end it has significantly boosted our operations, and our clients experience the benefits, from getting access to real-time growth opportunities, to more transparency of their portfolio and seamless access to our advisory services.”

He adds, “Modern investors desire digital convenience, and these tools give them more control and responsive decision making for their financial portfolio.”

Avestar Capital is a strong proponent of the significant impact of financial technology (fintech) in wealth portfolio management. Clients can now access their portfolios anytime, receive instant updates, and get personalised investment advice to help them make informed decisions quickly. Advanced analytics provide a deeper understanding of client behaviour and market trends, empowering investors to make better choices.

Fintech also breaks down barriers, making wealth management services more accessible and opening up investment opportunities to a wider audience.