Jamshid Pandole
- Private banking
- Multi-family office
- Wealth advisory
Jamshid has spent over 25 years as an entrepreneur, private investor and wealth manager. He was previously CEO and Managing Director of Avestar Advisory, a US-based firm specialising in cross-border investments for high-net-worth Indian residents. Before that, he founded Heritage India Advisory, which managed roughly USD 75 million in Indian equities for offshore investors.
He has also held senior roles at HDFC Asset Management Company and Citibank Private Banking, where he received the Global Chairman's Council award. Today he advises large families on cross-border investing and on moving wealth securely from one generation to the next, with a focus on preserving capital.
Outside work, he is an early riser, an amateur triathlete and a former national-level squash player. He holds a B.A. in Business Administration and Psychology from Franklin & Marshall College.