Built for family offices by a family office and technology group

Company

About

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.

The AV Technology Platform

Product

Next generation, cloud/mobile based accounting and reporting system.

Consolidation of disparate investment & accounting data on a single platform.

Fully featured, affordable, configurable and easy to use.

Best practices of global family offices, CPA firms, investment advisors.

Fully secure & private cloud environment.

Near zero up-front technology infrastructure spend.

Services

Data Management Services for on-going data reconciliation services.

Implementation, migrations, reconciliation and training with our in-house and partner driven implementation teams.

Our team

Chirag Nanavati

Managing Director

 

Chirag Nanavati is part of the founding team of Asset Vantage and leads its business operations including global product management and customer success programs. Previously Chirag lead UNIDEL company Softdel as its CEO.

 

Chirag has wide ranging experience from managing start-ups and technology commercialization to venture capital. He started his career with Honeywell R&D labs in the US where he worked on commercializing 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.

Robin Williams

Managing Director

 

Robin Williams is a Managing Director at Asset Vantage, focusing on its technology and engineering operations. Prior to joining AV, Robin was Managing Director of Institutional Relationships at Archway Technologies.

 

In this role, Robin was responsible for the management and growth of new and existing client relationships with private banks and other financial institutions. Robin joined Archway in 2016 from Private Client Resources (PCR), a consolidated data aggregation and reporting firm, where he held the position of Managing Director, Product Development and CTO.

 

While at PCR he was responsible for development and implementation of product and technology with the firm’s Private Bank, Registered Investment Advisor (RIA) and Family Office clients.

 

Robin holds a Bachelor of Science from the College of Charleston, SC.

Sunil K Dalal – Chairman

Mumbai

 

Sunil is a serial entrepreneur and the founder of UNIDEL, a multi-asset class single family office with a focus on early stage technology venturing. He has built numerous global businesses since taking over and redirecting the family owned engineering company. Sunil is a member of the Young Presidents Organization and is keen on nurturing entrepreneurial talent. He holds a bachelor’s degree in Mechanical Engineering & Management of Technology from Vanderbilt University, USA.

 

Kishore Dalal

Kishore Dalal

Mumbai

 

Kishore is the founder of UNIDEL’ s first engineering ventures – ElectroSlush & Digital Electronics. He has led a pioneering effort to build a successful business on the foundation of technical prowess. Kishore now anchors the UNIDEL family office’s equity research effort. Kishore has a Bachelor’s in Mechanical Engineering from Case Western Reserve University, USA.

 

Vinay Chowdhry

Philadelphia

 

Vinay has been a successful innovator and entrepreneur in the life science industry for over 25 years. He founded biotechnology company QualiconTM, a subsidiary of DuPont that invented and markets DNA-based automated microbial analysis systems for the global food industry, serving as its CEO until his retirement. Vinay received Ph.D. and A.M. degrees from Harvard University, an M.Sc. from the Indian Institute of Technology and a B.Sc. from Bombay University.

 

Juzar Motiwalla Singapore

Juzar Motiwalla

Singapore

 

Juzar serves as board member & advisor to several technology companies. Juzar was a partner at the venture fund, Green Dot Capital. Prior to this, he was CEO of Kent Ridge Digital Labs where he built R&D partnerships with Silicon Valley companies including Apple, HP, IBM, & Ericsson. Juzar has a PhD in Systems Engineering from the University of Wisconsin, USA.

 

Tariq Ansari

Tariq Ansari

Mumbai

 

Tariq is the Chairman of Next MediaWorks, a leading radio broadcaster. Tariq previously built Mid-Day a print media business that he ran for 25 years. Parallel to an entrepreneurial career, Tariq is an investor in new age disruptive businesses. Tariq has a Bachelor’s in Business from the University of Notre Dame, USA.

 

Deval Dvivedi

Deval Dvivedi

New York City

 

Deval is Head of International at Eagle Investments, a leading Fintech investor in the US and Emerging Markets. Prior to Eagle, Deval was at DLB Capital, First Light Financial and Citigroup and has held various banking and principal investing roles. Deval has a Bachelor’s in Finance from Boston College, USA.

 

Elias Kawar

Dubai

 

Elias has over 17 years of operational & corporate finance, strategy consulting and investment banking experience ranging across industries. He is currently responsible for advisory and investment mandates at Eagle Investments in Dubai. Elias holds an MBA in finance from The George Washington University and a Bachelor of Science degree in management and economics from Purdue University.

 

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