Asset Vantage
Samita Narvekar is a Senior Analyst at Asset Vantage, with a professional background that includes roles as Analyst III and Analyst II at Morgan Stanley from January 2022 to August 2023, and Associate at Oracle Financial Services Software Limited from July 2020 to January 2022. Samita began a career in finance as an Intern at Tradebulls Securities in July 2019. Samita holds a Master's degree in Global Financial Markets from FinX Institute Limited (formerly BSE Institute Limited) and a Bachelor's degree in Business Administration with a focus on Finance from MES Garware College of Commerce. Additionally, Samita completed higher secondary education in Commerce at S P K.Mahavidyalaya and attended Milagris High School.
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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.