Asset Vantage
Leena Mhatre is a Senior Associate at Asset Vantage since January 2019, specializing in investment and accounting data management for global family offices and institutions across multiple countries. Key responsibilities include finalizing general ledger and performance reports, managing investment accounting across various vehicle types, and ensuring data integrations comply with US GAAP standards. Previously, Leena worked as a Financial Planner at Transcend Consulting (I) Private Limited from November 2017 to December 2018, focusing on designing and managing investment portfolios for working professionals and high-net-worth individuals in India and the UAE. Leena holds a Bachelor of Commerce from the University of Mumbai and is currently pursuing a Master of Business Administration in Finance at NMIMS CDOE, expected to be completed in June 2024.
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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.