Asset Vantage
Madhuram Joshi is an accomplished financial professional currently serving as Lead Analyst at Asset Vantage since December 2021, where responsibilities include preparing comprehensive financial reports and streamlining reporting processes. Previous experience includes a role as Trade Relationship Manager at Kotak Mahindra Bank, managing client experiences and banking operations, and as Corporate Account Manager at ICICI Bank, focusing on customer relationships and new client acquisition. Earlier positions include a Business Development Executive internship at M/S Karrm Infrastructure and an Assistant Financial Executive at M/s Vision Rabbit Advisory, both contributing to a strong foundation in finance. Madhuram holds a Master of Management Studies in Finance from Lala Lajpatrai Institute of Management and a Master’s degree in Accounting and Finance from Mumbai University, complemented by a Bachelor of Commerce in Finance from the University of Mumbai.
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.