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
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.
To successfully construct portfolios that are later used to position client assets, Mr. Raman Bhalla maintains an in-depth understanding of market conditions, trends, and overall economic outlook. To do this, he keeps up with relevant investment and trade news by reading timely, expert finance, or investment publications. Additionally, he meets with investment analysts and researchers to gain a better understanding of market conditions and domestic and global developments that may impact client account balances or future investments. Mr. Bhalla is primarily responsible for creating and managing investment allocations for private clients.
Mr. Bhalla is responsible for designing customized investment solutions for our clients. No two individuals can have the same financial needs. It is essential for the portfolio manager to first analyze the background of his client, know an individual’s earnings and his capacity to invest and finally sit with your client and understand his/ her financial needs and requirements.
Mr. Bhalla is very well-versed with the latest updates in the financial market. He plays a pivotal role in deciding the best investment plan for a client as per his income, age as well as ability to undertake risks. Investment is essential for every earning individual. Unavoidable circumstances might arise anytime and one needs to have sufficient funds to overcome the same. He is also responsible for making our clients aware of the various investment tools available in the market and the benefits associated with each plan. Making a client realize why he actually needs to invest and which plan would be the best for him is part of Mr. Bhalla’s responsibilities. Mr. Bhalla has always been proactive and communicates with his clients on a regular basis.
A large part of Raman’s job involves maintaining client relationships. Regular contact with investor clients regarding market conditions, updated investment research, and economic trends are imperative to sustaining a viable book of business. Additionally, as part of his fiduciary duty, he meets with clients on at least an annual basis to ensure investment objectives have not shifted and current portfolio allocations are still in line with clients’ initial requests. Mr. Raman Bhalla also periodically evaluates the performance of predetermined investment packages and meets standards provided by regulatory organizations. For example, a portfolio manager must make timely changes to a portfolio that is no longer in line with initial investment objectives or allocation guidelines.
Besides being such an integral part of Avestar Capital’s success, Mr. Bhalla also possesses extensive experience in hedge funds and portfolio management. Furthermore, he supervises the internal and external portfolios at Avestar Capital.
Mr. Raman Bhalla has a keen understanding of the investment industry and a wealth of experience in multiple asset classes, derivatives, deep fundamental analysis, hedge fund strategies, alternative data, factor investing, and portfolio construction. Moreover, his contribution and inputs have been beneficial to our clientele, who have built their faith in the firm over the years. Without a doubt, Mr. Bhalla is beyond a valuable resource for Avestar Capital.