Experienced LeadershipHARMINDER DHILLON

Harminder has over 18 years of experience in Operations and Client Servicing, focusing on Family offices, Mutual Funds, Insurance, and Banking space.

His rich and diverse experience includes responsibilities to develop, implement processes that provide visibility into goals, progress, and obstacles for key initiatives. He has vast experience with operational support software platforms and ecosystem linkages across broking, custody, R&T & regulators. His experience has also taught him that regulatory changes are an inescapable reality of businesses operating in the financial sector. The challenges of Compliance in a shifting regulatory landscape can increase operations costs, introduce legal and administrative hurdles, and sometimes even restrict a company from doing business.

As Head of Operations, Harminder has successfully created platforms that maximize efficiency and productivity through extensive process analysis and inter-departmental collaboration, and the need for more transparency towards clients, data, and Corporate governance.

He has worked with diverse and multicultural organizations like Spark Family Office, Waterfield Advisors, ICICI Prudential MF, Aviva Life Insurance, Metlife India Insurance, and HSBC Bank.
Harminder holds a Bachelor’s degree in Commerce from Mumbai University.
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Cervin Family Office & Advisors Pvt. Ltd.

    • WeWork, Oberoi Commerz II,
      Mohan Gokhale Road,
      Goregaon-East,
      Mumbai 400063, Maharashtra,
      INDIA

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Nearest SEBI Office

    • Securities and Exchange Board of India
      G Block, Near Bank of India, Plot No. C 4-A, G Block Rd,
      Bandra Kurla Complex, Bandra East, Mumbai 400051

Cervin Family Office & Advisors Pvt. Ltd.

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

Complaint Status (October 2022)

    • Beginning of the month : 0
    • Received during the month : 0
    • Resolved during the month : 0
    • Pending at the end of the month : 0
    • Reasons for pendency : NA

Cervin Family Office & Advisors Pvt. Ltd.

    • WeWork, Oberoi Commerz II,
      Mohan Gokhale Road,
      Goregaon-East,
      Mumbai 400063, Maharashtra,
      INDIA

Engage With Us

Nearest SEBI Office

    • Securities and Exchange Board of India
      G Block, Near Bank of India, Plot No. C 4-A, G Block Rd,
      Bandra Kurla Complex, Bandra East, Mumbai 400051

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Cervin Family Office & Advisors Pvt. Ltd.

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

Complaint Status (October 2022)

    • Beginning of the month : 0
    • Received during the month : 0
    • Resolved during the month : 0
    • Pending at the end of the month : 0
    • Reasons for pendency : NA

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Copyright © 2022 Cervin Family Office & Advisors Pvt. Ltd. All rights reserved
Privacy Policy