WHO WE ARE

Global Capital Strategies (“GCS”),  is an Asset Manager and part of Avestar Capital, a SEC Registered Investment Adviser. There are three principles that drive us. Firstly, and most important, is our fiduciary duty to our clients. Secondly, we have a global and multi asset class approach to investing whereby we seek out bull and bear markets around the world. Thirdly, we are dynamic and flexible by adapting to changing investment environments and client needs. This trifecta contributes to engaged clients, diversified portfolios, and risk-adjusted, long-term benchmark-leading returns*. Thereby, contributing to the increased probability of achievement of each client’s goals. These principles are emblematic in our logo.

* Reference: GCS Focus Portfolio

Read More

WHAT WE DO

Investment Advisory

We create a strategy around the client’s needs and manage the assets in accordance with our mandate.

READ MORE

Financial Planning

We create comprehensive customized financial plans tailored to your needs and aspirations.

READ MORE

Wealth Management

We collaborate with Lawyers and Tax Advisers in implementing wealth protection & philanthropic strategies.

READ MORE

Private Capital & Lending

We provide access to Private Capital investments and Lending via third party Private Funds and Banks.

READ MORE

Who We Serve

GCS provides asset management and investment advisory services to a global client base that includes businesses, high-net worth families, related trusts, foundations, partnerships, and retirement accounts. In addition, we collaborate with Tax Advisers, Lawyers, and Family Offices in sub-advising their clients.

READ MORE

OUR TEAM

Investment Management

Rakesh Khilnani

Chief Investment Officer
rkhilnani@glocapstrat.com
+1 917 497 4191
VIEW BIO

Gautam Patwa

Portfolio Manager
Avestar Capital
VIEW BIO

Sanjeet Das

Portfolio Manager
Avestar Capital
VIEW BIO

Operations

Jovani Hinkson


Operations Manager
jhinkson@glocapstrat.com
+1 718 902 5156
VIEW BIO

Marisa Moore


Client Service Associate
VIEW BIO

Compliance and Investment Oversight

Xerxes Mullen


Founder, Avestar Capital
Investment Committee
VIEW BIO

David Rosenblum


Managing Partner, Prophet Capital
Investment Committee
VIEW BIO

Stacey Gillespie

Chief Compliance Officer
VIEW BIO

Ramu Potarazu


Managing Partner, Avestar Capital
Investment Committee
VIEW BIO

Licia Salice Jarisch


SVP Finance, Avestar Capital
Investment Committee
VIEW BIO

Louis Cortese


Retired Investor
Investment Committee
VIEW BIO

PORTFOLIOS

Focus

Our high conviction portfolio consisting of about 15 equities.

READ MORE

Core

Our diversified portfolio consisting of about 40 equities.

READ MORE

Established Growth (Gro’Stars)

Our Large-Cap Growth portfolio consisting of 20 growth equities

READ MORE

Established Value (Val’Stars)

Our Large-Cap Value portfolio consisting of 20 value equities

READ MORE

Disruptors (Rev’Stars)

Our primarily Mid-Cap portfolio consisting of 20 high growth equities

READ MORE

Dynamic ETF

Our ETF portfolio consisting of about 8 sector ETFs.

READ MORE

Thematic ETF (Avestar Global Thematic)

Our thematic, market timing ETF portfolio consisting of 10 ETFs

READ MORE

Equity Income

Our high income equity portfolio consisting of about 15 REITs, MLPs, & high dividend equities.

READ MORE