Asset Vantage
Chirag Shah has a diverse background and extensive work experience in various roles within the finance and technology industry. Chirag currently serves as the Director of Global Data Management & Customer Success at Asset Vantage, a SaaS-based wealth and asset management software company. Prior to this role, Chirag worked as a Senior Manager at State Street and as a Project Manager at Tata Consultancy Services. Chirag also held positions at Atos Syntel as a Deputy Manager and at MSB Securities as a Portfolio Manager. Chirag brings a wealth of knowledge and expertise to their current leadership position, and their experience has shaped their ability to make informed decisions in the industry.
Chirag Shah started their education at the University of Mumbai from 2002 to 2006, where they obtained a Bachelor's degree in Accounting and Finance. After that, they attended The ICFAI University, Tripura from 2010 to 2011, where they pursued a CFA degree in Accounting and Finance. In September 2020, they also obtained the certification "Cert Prep: Project Management Professional (PMP)" from LinkedIn.
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.