India’s Most Experienced
Family Office Advisory Team

Experience of advising USD 3.5bn in financial assets and
over 80 Family Business & Single Family Office Owners

Adding real value to your family office
& Creating Legacies

Customised advisory relevant to your specific needs

Uncompromising &
Deep-Expertise Advisory

No internally manufactured investment products or commercial relationships with product manufacturers

Family Business Owners

As a family business owner you have created wealth over one or more generations. This carefully curated wealth needs proper protection and growth plans that can ensure that the future financial wellbeing of your family is taken care of. You may even wish to create a family governance platform to ensure family harmony and seamless continuity.

Entrepreneurs


As an entrepreneur, you may have already created wealth for your family or maybe in the path of doing so. For your journey, you may need an advisor to focus on your wealth protection and wealth creation as you get engrossed in growing your business or planning a liquidity event. While you focus on creating businesses we ensure your financial well-being.

Offshore Investors


As an offshore investor - a family office, a pension fund or any other institutional investor you may have the attractive Indian investment opportunity on your radar. We work as your partner in creating asset class strategies, manager selection policies, an investment policy document, a risk oversight matrix and handhold the complete process as an advisor.

Our Key Differentiators

    • India’s most experienced family office advisory team with hands-on experience in advising over USD 3.5bn in financial assets across 80 families
    • No internally manufactured products like PMS, Fund-of-Funds, equity broking and asset management
    • No commercial tie-ups with any product providers, fund managers, broking houses, investment banking houses.
    • The team has common work experience of over 6 years which provides our clients continuity & sustainability of our services
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Billion USD

Advised

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Families

Advised

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Years Team

Continuity

WHERE CAN WE HELP YOU

Family Office Services

Our experience of working with over 80 family offices has given us an unique insight into the factors that are important for the success of an efficient family office structure and we use this in-depth experience to help you in the journey towards a robust yet flexible family office for you.
Investment Management
  • Family Cashflow & Budgeting
  • Investment Planning
  • Investment Risk Management
Family Wealth Strategy
  • Estate & Wealth transfer plan
  • Nextgen training & education
  • Wills & Trust management
Family Governance & Continuity Planning
  • Creating a family constitution
  • Structuring a family communication process
  • Succession planning
Philanthropy & Social Initiatives
  • Creating a formal ‘giving’ plan
  • Creating sustainable cash flows
  • Impact assessment processes & models
FOR OFFSHORE INVESTORS

Indian Market Advisory

Our indepth India market experience along with our expertise in asset class modelling and comprehensive manager selection capabilities honed over many years provides the offshore investors a unique knowledge platform to help them create, execute and manage your Indian market strategy.

We can help you in:-

    • Creating the Indian market opportunity profile for you
    • Creating a single or multi asset class investment allocation plan
    • Drafting an investment policy document for your Indian allocation
    • Manager & product selection using our in-house assessment models
    • Structuring a product & portfolio risk management platform
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OUR VALUES

What We Stand For

We firmly believe that there are three building blocks for our family office advisory business :-

    • Firstly we have the Expertise in various domains like investments, family governance, estate planning etc
    • This Expertise has been honed by decades of Experience which allows us to really structure customised solutions for our clients using our vast learning
    • Finally we deliver these solutions on a platform of absolute Integrity by making sure there are no conflicts of interest or any biases

“ We believe that deep Expertise and vast Experience have no value unless they come with absolute levels of Integrity ”

Expertise

Deep expertise in investing, family governance, estate planning.

Experience

Have advised over 80 family offices exclusively as an advisor.

Integrity

No conflicts of interest along with highest levels of transparency.

Cervin Family Office & Advisors Pvt. Ltd.

    • CIN Number : U74999MH2019PTC324434
    • SEBI Investment Advisor Registration : INA000015385
    • Type of Registration : Corporate
    • Validity : November 2022
    • Principal officer : Mr Rohit Karkera

Cervin Family Office

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Cervin Family Office & Advisors Pvt. Ltd.

    • CIN Number : U74999MH2019PTC324434
    • SEBI Investment Advisor Registration : INA000015385
    • Type of Registration : Corporate
    • Validity : November 2022
    • Principal officer : Mr Rohit Karkera

Copyright Cervin Family Office. All rights reserved. Privacy Policy

Copyright Cervin Family Office. All rights reserved.
Privacy Policy