Asset Vantage was founded in 2011 by a family office and technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to the complex financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that service them.

The fully configurable software provides comprehensive portfolio reporting, full GL accounting, reconciliation, data aggregation and an analytics platform encompassing all asset classes, currencies and geographies.

AV serves hundreds of Single Family Offices, Multi Family Offices and CPA firms across North America, Middle East and India.

Accounting

Enterprise Software

Investment Management

Technology

Asset Vantage

Asset Vantage's headquarters in Mumbai, India

Chirag Nanavati

Chirag Shah

Ronak Parmar

Amit Zaveri

Pratik Thakkar

Ravi Prakash Csm®

Saurabh Bhattacharya

Resham Chandarana

Jeff Parton

The Engineering Team at Asset Vantage is responsible for designing, developing, and maintaining the company's cloud and mobile-based asset management platform. They ensure the software is robust, scalable, and secure, implementing features such as comprehensive portfolio reporting, full GL accounting, and data aggregation. The team collaborates closely to resolve technical challenges, optimize system performance, and support continuous innovation to meet the complex financial needs of clients across various regions.

Engineering Team

The Analysts team at Asset Vantage is responsible for analyzing financial data, generating comprehensive portfolio reports, and providing full GL accounting and reconciliation. They work closely with clients to understand their unique needs and provide tailored financial and analytical solutions, ensuring optimal use of the AV platform. This team supports single and multi-family offices as well as CPA firms, enabling them to manage complex, multi-asset class portfolios effectively.

Analysts

The Management and Director Team at Asset Vantage is responsible for overseeing the strategic direction and operational efficiency of the company. This team ensures effective human resource management, global data management, and quality assurance across the firm's services. Additionally, they lead financial reporting services, ensuring that clients receive accurate and comprehensive portfolio analyses and reports. This leadership group is pivotal in aligning the company's cloud and mobile-based asset management solutions with the complex financial needs of clients spanning multiple regions.

Management and Director Team

The Business Development team at Asset Vantage is responsible for identifying and cultivating strategic relationships with potential clients and partners. They drive growth by exploring new market opportunities, negotiating deals, and enhancing partnerships to expand the company's footprint across North America, the Middle East, and India. This team works closely with marketing and sales to align their strategies and ensure the delivery of Asset Vantage’s comprehensive asset management solutions to Single Family Offices, Multi Family Offices, and CPA firms.

Business Development

The Leadership Team at Asset Vantage, comprising the CEO, Principal Engineer, and Managing Director, spearheads strategic direction, technological innovation, and operational excellence. They are responsible for driving the company's vision, overseeing product development, and ensuring the delivery of high-quality, next-generation asset management solutions to meet the complex financial needs of their diverse clientele.

Asset Vantage

Org chart

Teams

Engineering Team

Analysts

Management and Director Team

Business Development

Leadership Team

Offices

Asset Vantage

Org chart

Teams

Engineering Team

Analysts

Management and Director Team

Business Development

Leadership Team

Offices

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