Asset Vantage
Saurabh Bhattacharya has extensive experience in the financial services industry, currently serving as a Client Services Manager at Asset Vantage Systems Pvt Ltd since December 2017. This company, founded to address the complex financial needs of individual wealth holders and family offices, offers a comprehensive technological platform for clients in North America, the Middle East, and India. Prior to this role, Saurabh worked at SS&C GlobeOp Financial Services as Manager, and held positions as Senior Process Executive at Option One Mortgage Corporation and Accounts Officer at Afcons Infrastructure Ltd. Saurabh holds a PGMP in Finance from MIT School of Management, Pune, and a Post Graduate Diploma in Foreign Exchange and Risk Management from the World Trade Institute, Mumbai.
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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.