Asset Vantage
Amit Zaveri has worked at Asset Vantage since August 2015. Amit started as a Senior Account Manager and later became an Associate Director of Business Development, a position they currently hold. Before joining Asset Vantage, they worked as a Sales Manager at Optimum Financial Solutions Pvt Ltd. from May 2013 to August 2015.
Amit Zaveri pursued a Bachelor's degree in BMS (Bachelor of Management Studies) from N.K.college, Malad, Mumbai from 2010 to 2013. Additionally, they also completed a CFP (Certified Financial Planner) course during the same period.
Asset Vantage
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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.