CERVIN FAMILY OFFICE & ADVISORS - Key Persons
Job Titles:
- Associate Vice President - Investments
Disha is part of the investment team and comes with 10 years of experience in Investments and Product Research ...
Job Titles:
- Securities and Exchange Board of India
Jigar comes with 15 years in the Investment Management industry and has been in multiple roles of Portfolio Evaluation, Risk Analytics, Performance Assessment...
Manish Kalra has over 25 years of experience in the financial services industry. He has worked through the full life cycle of consumer banking including customer service, training, process & policy governance, fraud operations, process audits, redefining customer journeys, digital app development & governance.
He has led client facing digital initiatives including being part of the core team for building digital DIY investment eco system for mass affluent client segment to augment client acquisitions and deepening.
His last employment was with Kotak Mahindra Bank. Prior to that he was with ABN Amro Bank & Bank of America.
Manish is an MBA with specialization in finance. He also has a bachelor's degree in commerce from the Delhi University.
Monaz has over 23 years of experience in the Client Service field having led teams in multiple financial institutions ...
Job Titles:
- Officer
- Principal
- Co - Founder & Head - Investments
Job Titles:
- FOUNDER - HUMAN ENDEAVOUR
- Founder of Human Endeavour Associates
Mr.Prasad Kumar (PM) is the Founder of Human Endeavour Associates, a niche consultancy firm specializing in strategic advisory for owner led companies and family businesses.
Munish has been part of the Investment & Family Office space for the last 27 years with experience across different corporate cultures with...
Pranav Shah comes with 15 years of rich experience of private investments having worked across Private Equity, Impact Investing,...
Priya brings with her over 15 years of work experience in working with business families to set up Structures...
Job Titles:
- Associate Director - Family Office
Shivani possesses extensive experience of over 18 years in wealth management and investment advisory...
Job Titles:
- Vice President - Client Service
Shubha is an experienced wealth management service professional with over 15 years of experience across retail banking...
Job Titles:
- Associate Vice President - Client Service
Swati is an experienced client service professional with 14 years of diverse experience across retail banking...
Job Titles:
- Associate Director - Family Office
Vivek comes with over 21 years of experience in the Family Office & Banking domains and focuses on client engagement.