The key figure behind the successful Investment Committee at Avestar Capital – Mr. Sundar Subramaniam

Avestar Capital is a wealth management firm, spearheaded by some exceptional professionals with a wide range of skill sets necessary for an organization to grow. One of these professionals is Mr. Sundar Subramaniam, an integral part of Avestar Capital. He is not just a member of the Board of Directors but also acts as the head of the Investment Committee. He is the Co-founder and Chief Executive Officer at Cambridge Devices, Inc. Mr. Subramaniam co-founded Knome, Inc. in 2007 and served as its Chief Executive Officer. He also serves as Director of 38 Studios, LLC and C-Suite Labs Limited, along with being a Director at Comply Global Limited. These are a few of his achievements before he started his impactful work at the independent global advisory Avestar Capital.

Apart from his professional endeavors, he also excelled at various academic pursuits over the years. He has lectured at MIT and Harvard and is an Adjunct Assistant Professor of Finance at Brandeis University. Mr. Subramaniam received his Bachelor of Science in Economics and Computer Science from Brandeis University, an M.B.A. from MIT, and an M.S. from the Harvard-MIT Division of Health Sciences and Technology.

His contribution at Avestar Capital has been tremendous and has helped the global advisory boutique reach goals at a progressive rate. His knack for understanding the financial market and fiscal policies remains unmatched. Mr. Subramaniam’s invaluable experience with his own hedge fund combined with his management skills has worked wonders for Avestar. As a successful entrepreneur, he knows what services people are looking for and is able to tap into his wide-ranging experiences to address this need.

A peek into Mr. Sundar Subramaniam’s personal life- he lives in New York with his wife and has two children. Mr. Sundar is a member of the club Tiger 21. Tiger 21 is an exclusive network for health creators and preservers. It is a peer membership organization that guides you as well as any firm board of directors would, in matters of business. The network has quite a few fellow successful entrepreneurs, investors, and executives. Furthermore, he has experience with multiple managers and products and asset classes, pertaining to his field of work. He is very good at understanding many complex investment products, which works well for Avestar’s overall growth.

Mr. Subramaniam has a knack for recognizing a combination of investment, strategy, operational experience, and other important aspects. He has played a big part in building successful teams and has a great network of professionals that helps him keep up to date with the financial trends. Moreover, he has a general partner interest in the real estate fund. Mr. Sundar, along with the help of Xerxes Mullan, the CEO and Co-founder of Avestar Capital has built a successful team that can help Avestar leverage their skills and experience going forward. He gets approached with many soaring opportunities for Avestar Capital.

As a part of his roles and responsibilities as Investment Committee chair, he is very well versed with the regulations and their fiduciary duties. Mr. Sundar has a firm grasp of the procedures outlined in the plan document for managing the client’s assets, including their investment strategy. He is extremely committed to learning what he needs to know to make informed decisions. It is the responsibility of committee members to stay abreast of changes in any fiscal regulations and legal rulings that affect the client’s management.

Sundar Subramaniam is also responsible for creating an Investment Policy Statement (IPS) to include an investment philosophy and investment strategy. Due diligence procedures for selecting and monitoring investment options are well-articulated. The IPS includes benchmarks for measuring plan performance. The IPS is reviewed annually to account for any inconsistencies in plan management. One of the primary responsibilities of the Investment Committee chair is to demonstrate that a prudent process is in place and followed for making decisions. This is done through detailed documentation of meeting activities and any decisions made. The Committee always includes a fiduciary audit file that includes all investment-related documentation.

Sundar Subramaniam has been managing his money in tandem with advisors for many decades now, hence he has a deeper understanding of Avestar’s business. He is also an anchor investor in Avestar Capital. Mr. Subramaniam works closely with Xerxes Mullan to develop a solid flourishing strategy for Avestar’s growth and helps give it a definite long-term goal. His set of cross-border experiences goes a long way in developing a lasting relationship with Avestar’s clients from different parts of the world. In addition to that, Sundar is well-involved and spends enough time with all his portfolio companies to get a better understanding of doing justice every step of the way.

Mr. Subramaniam has an extensive network of ideas and opportunities that would help the firm be prepared for and address any future challenges that Avestar might have to face. Sundar Subramaniam’s skills play a pivotal role in shaping a bright future for Avestar and the firm is fortunate to have him as a part of the team.