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.
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.