Asset Vantage

About AV

Built by the Family Office of a Tech Group,
Trusted by Family Offices Worldwide

About Us
A business professional holding a tablet while seated in a car, reflecting the convenience and mobility of managing wealth through advanced technology, showcasing Asset Vantage’s modern financial solutions
Business professional in a suit reviewing financial data graph on smartphone, showcasing Asset Vantage’s actionable wealth tracking for families and businesses in transit.

Our Story

Asset Vantage, a UNIDEL company, was created to produce what could not be found elsewhere: a full and actionable view of all its assets and liabilities.

The family office of a tech group, frustrated by tedious manual workflows, built its own answer to scattered data and hidden risks. That answer became Asset Vantage: general ledger accounting and reporting software that brings clarity to modern wealth.

What began as one family office’s solution, Asset Vantage has now evolved into the go-to software platform for more than 400 families, tracks US$400B+ in assets, and has a presence in 10 countries, continuing to expand worldwide.

Empowering Families with Clarity and Confidence

Why we exist
Founded in 2011 and built from family office DNA, AV empowers global families and their trusted advisors to manage wealth with clarity and confidence.

By combining accounting-first architecture with performance reporting and automated data aggregation, AV provides a single source of truth across entities, asset classes, currencies, and geographies.

Laptop with financial reports on screen, including net worth and cash flow projections, highlighting Asset Vantage's ability to empower families with clear, actionable wealth management insights

Accounting-First. Performance-Ready.
Secure & Private.

The Platform
Asset Vantage unifies every aspect of family office operations into one configurable platform. Built with an accounting-first foundation,
it ensures accuracy, transparency, and a single source of truth across even the most complex structures,
all while maintaining full SOC 2 Type 2 compliance to safeguard sensitive financial data.

What you get:

Accounting First
Architecture

General ledger and reconciliations purpose-built for family offices. 

Automated Data
Aggregation

Consolidate liquid, illiquid, & alternative assets seamlessly across custodians, entities, and geographies. 

Comprehensive
Reporting & Analytics

Gain real-time insights across portfolios, currencies, and structures, powering faster, better-informed decisions. 

Backed by enterprise-grade security, SOC 2 Type 2 compliance, and continuous innovation,
AV gives modern families and their advisors the clarity, control, and confidence they need to run wealth like a business.

Our Leadership Team

Asset Vantage
Black and white headshot of Chirag Nanavati, Managing Director at Asset Vantage, helping families manage complex wealth, investments, and accounting with technology-driven solutions

Chirag Nanavati

Managing Director

Chirag Nanavati is part of the founding team and a Managing Director of Asset Vantage (a UNIDEL company) that helps families with complex wealth run their family office like they would their business.

Chirag leads AV’s business operations, product management, engineering, and marketing. Previously, he led the UNIDEL company Softdel as its Managing Director. Chirag has wide-ranging experience, from managing start-ups and technology commercialisation to venture capital. He started his career with Honeywell R&D Labs in the US, where he worked on commercialising real-time, mission-critical avionics and automation products. Subsequently, he was involved with an early-stage venture fund and later led business development and operations for a technology startup he co-founded.

Chirag holds an MBA from the University of North Carolina at Chapel Hill, USA, and a BS in Computer Science from Michigan Tech University, USA.

Nicole Eberhardt

Managing Director

Nicole is a Managing Director at Asset Vantage (a UNIDEL company) that helps families with complex wealth run their family office like they would their business.

Nicole spearheads AV’s North American expansion, forging stronger client connections and strategic alliances to accelerate growth. Backed by AV’s robust foundation and cutting-edge WealthTech platform, she is focused on elevating the firm’s reach and impact among its UHNW clients.

With over 25 years of experience as a financial services technology professional and entrepreneur, Nicole specialises in business process reviews, workflow analysis and improvement, back-office accounting processing, and report generation. Before joining AV, she has held senior leadership and advisory roles spanning product development, operations, and client services at leading firms such as Ledgex Software, Oakbrook Solutions, SS&C Technologies, and TKS Solutions.

Nicole has a degree in accounting from SUNY New Paltz, New York.

Professional headshot of Rahul Jaggia, Managing Director at UNIDEL, leading AI-driven digital transformation, operational efficiency, and financial services innovation with 27+ years expertise.

Rahul Jaggia

Managing Director

Rahul is a Managing Director at UNIDEL, a family of pioneering technology companies that enable AI-based decision-making by unlocking and transforming trapped data across industries. At Asset Vantage, Rahul leads Services, customer success, sales, and HR.

Rahul is dedicated to optimising operational processes, fostering revenue growth, and ensuring rigorous compliance management. With 27+ years in the financial services sector, he’s a driving force in building solution capabilities and orchestrating digital transformations.

Before UNIDEL, Rahul was associated with large banks and wealth management firms such as ICICI Bank, Citibank, Morgan Stanley, Axis Bank, 360 One Wealth (IIFL), and Asset Vantage.

Rahul holds an MMS Finance degree from the K.J. Somaiya Institute of Management.

Shaan Dalal

Director - Corporate Development

Shaan Dalal is a Director – Corporate Development at UNIDEL, a family of pioneering technology companies that enable AI-based decision-making by unlocking and transforming trapped data across industries. At UNIDEL, Shaan drives strategic growth, partnerships, and investments across the group while championing the company’s core values- Innovation, Dependability, Excellence, and Agility (IDEA).

Shaan is also a principal at RM Capital Family Office, where he invests in new-age businesses and fosters a global community of next-generation family office principals. He is passionate about shaping the future of data-driven enterprises across Industrial IoT, WealthTech, and CareerTech sectors by delivering structured, actionable data that fuels intelligent decision-making.

Shaan earned his Bachelor’s Degree in Business Administration from Drexel University’s LeBow College of Business. A competitive squash player, he was a member of the Drexel Men’s Varsity Squash Team and competed at a national level.
  • Sunil K. Dalal

    Founder & Chairman

    Sunil is a serial entrepreneur and the Founder and Chairman of UNIDEL, a family of pioneering technology companies across Industrial & Buildings IoT, WealthTech, and CareerTech segments, that enable informed decision making by unlocking and transforming trapped data across industries.

    Sunil is an active investor through his Single-Family Office, RM Capital. He is a member of the Young Presidents Organization and is keen on nurturing entrepreneurial talent. Sunil holds a bachelor’s degree in mechanical engineering & management of technology from Vanderbilt University, USA.

  • Mahesh Asrani

    Board Member

    Mahesh is a global finance leader with over 35 years of experience, including as Chief Financial Officer of COFCO International. He has led strategy, finance, and business transformation across multiple countries and cultures. A Chartered Accountant and Law graduate, he also holds the Financial Times Non-Executive Director Diploma. Based in Singapore, Mahesh serves on the Audit Committees of SINDA and Beyond Social Service and has contributed to the Singapore International Chamber of Commerce.

  • Dr. Juzar Motiwalla

    Board Member

    Based in Singapore, Juzar is a Board Member and Advisor to several global technology companies. He was formerly Partner of Investments at Green Dot Capital and CEO of Kent Ridge Digital Labs (KRDL), where he led a 300-member team that incubated 15 startups across Asia and Silicon Valley and forged R&D partnerships with Apple, HP, IBM, and Ericsson. He also served on the International Executive Councils of several professional associations, was a Board Member of Singapore’s National Computer Board for eight years, and currently serves on the Board of a UNIDEL investee company. Juzar holds an MSc and PhD in Systems Engineering from the University of Wisconsin, USA.

  • Dr. Vinay Chowdhry

    Board Member

    Vinay is an innovator and entrepreneur with over 25 years in the life sciences industry. He founded DuPont subsidiary Qualicon™, which developed DNA-based microbial analysis systems for the global food industry, serving as its CEO until retirement. At DuPont, he also held leadership roles as General Manager of FQMS Venture and Research Supervisor at Central R&D. Vinay now advises early-stage entrepreneurial companies. He holds PhD and AM degrees from Harvard University, an MSc from IIT, and a BSc from Bombay University.

  • Deval Dvivedi

    Board Member

    Deval is Head of International at Eagle Investments, a leading fintech investor in the US and emerging markets. He has previously worked with DLB Capital, First Light Financial, and Citigroup in various banking and principal investing roles. Deval holds a Bachelor’s degree in Finance from Boston College, USA.

  • Anil Wani

    Board Member

    Anil is President of UNIDEL, overseeing operations and enabling functions across all group businesses. Since starting his career with Digital Electronics Ltd. in 1975, he has led R&D, manufacturing, and sales operations across multiple product generations. With expertise spanning electro-mechanical, electrical, embedded systems, and software, Anil is known for building high-performance teams and driving consistent results through UNIDEL’s business management systems. He holds a degree in Mechanical Engineering from Pune University.

  • Cheng Tsui Yuen (Patricia Cheng)

    Board Member

    Cheng Tsui Yuen, known professionally as Patricia Cheng, is the Director of UNIDEL, a family of pioneering technology companies that enable informed decision making by unlocking and transforming trapped data across industries.

    Patricia oversees UNIDEL’s Singapore companies from a governance, investor relations, and overall financial health standpoint, while also ensuring operational efficiency and robust reporting across the group.

    With over 20 years of experience in accounting and finance across local enterprises and multinational corporations, Patricia has expertise in accounting, reporting, banking management. Her career spans diverse industries including technology, manufacturing, construction machinery, and commodities trading, where she has successfully led teams in delivering precise and timely outcomes.

    Patricia has a Bachelor’s Degree in Business, majoring in Accountancy & Economics from Monash University, Australia.

  • Elias Kawar

    Board Member

    Elias has over 17 years of experience in corporate finance, strategy consulting, and investment banking across industries. He leads advisory and investment mandates at Eagle Investments in Dubai. Elias holds an MBA in Finance from The George Washington University and a BS in Management and Economics from Purdue University.

Our Journey from Family Office
Innovation to Global Platform 

AV History Handbook
Black book titled The Product is the Hero by Asset Vantage, representing AV’s platform that simplifies accounting and investment tracking, streamlines tax workflows, and supports complex entities, with expert services that ensure accurate reporting and lean family office operations.

The Product
Is the Hero

When the stock markets tanked in The Great Financial Crisis of 2008, several businesses faced permanent damage.....

Book titled The Greatest Innovations Come from Adversity by Asset Vantage, symbolizing how the 2008 financial crisis inspired innovative wealth management solutions for family offices

The Greatest Innovations Come
from Adversity

The Great Financial Crisis of 2008 is a black Swan event that will go down in history. The meltdown shook the corridors...