Asset Vantage
Aparna Agarwal is currently serving as the Assistant Manager - AV Services at Asset Vantage since February 2022, with prior roles including Lead Analyst FRS and Senior Associate DMS. Between August 2020 and January 2022, Aparna contributed to Newswire at IBS Hyderabad as Creative Head and Writer-Member, gaining diverse skills in coverage, editorial work, and marketing. Additionally, involvement in DOT Club as a Senior Executive Member focused on technical activities, while vice-presidency in Club Aaina emphasized awareness initiatives and project management. Internships at Opulence Business Solutions Pvt Ltd. and MyCaptain provided valuable experience in sales and marketing. Aparna holds an MBA from IBS Hyderabad and a BCom from Prahladrai Dalmia Lions College. Current engagement in the 1% Club emphasizes a commitment to personal finance mastery.
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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.