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Succession Planning is taking centre-stage

Impact of Covid: Focus shifts to succession planning

Published in The Hindu BusinessLine, 3 August, 2021

How to invest in companies before they go public?

Kotak Investment Advisors Ltd is launching a pre-initial public offering fund with a target size of ₹2,000 cr.

Published in Mint, 4 June, 2021

Indian investors are pouring money into this 'ESG' funds

Five new funds launched last year managed to attract $716m in new money.

Published in Citywire, 5 Feb, 2021

India's Cervin Upbeat Over Country's Family Office Sector

The vast majority of Indian businesses are run and owned by families

Published in WealthBriefing Asia, 6 Jan 2021

Investment strategies for uncharted waters

Surrounded by unprecedented risks, family investors in Asia are looking to extract any available upside from a tricky environment

Published in, 18 Dec 2020

Achieving portfolio transparency with AMCs

Actively managed certificates (AMCs) are set to take off in Asia as family investors look for portfolio visibility

Published in, 18 Dec 2020

Invesco Mutual Fund bets on digital lifestyle with Global Consumer Trends Fund

The underlying fund is dominated by e-commerce

Published in Mint, 11 Dec 2020

Zerodha co-founder’s hedge fund clocks 40% return in first year of launch

Zerodha’s co-founder Nikhil Kamath

Published in Mint, 26 Nov 2020

Cervin Family Office Spreads its Message Across India’s World of Wealth Management

Cervin offers a core set of services to its clients

Published in Hubbis Nov 13, 2020

NFOs in vogue while established schemes see outflows

Investors are putting more faith in the new equity fund offers by mutual funds than established products these days.

Published in Economic Times, Oct 19, 2020

Market Views: Will anything derail the tech stock surge?

With Covid-19 driving technology share prices to record levels, even the threat of tighter regulation in the US has had little impact on valuation

Published in Asian Investor, Sep 1, 2020

Managing the interests of wealthy families

Cervin Family Office offers advisory, governance, strategy and financial planning services

Published in The Hindu Business Line, 03 Aug, 2020

How the super rich invested during the covid-19 pandemic

Family offices often make headlines for their investments in startups or private equity.

Published in Mint, 29 Jun 2020

Former multi-family office CIO starts independent outfit

Cervin Family Office, which has a five-strong team in Mumbai, is currently onboarding

Published in Citywire, 8 June, 2020

Should you access debt funds only with the help of advisers?

From left) Lakshmi Iyer, of Kotak Mutual Fund, Ganesh Ram of BSE, Munish Randev and Gaurav Mashruwala of

Published in Mint, 16 Mar 2020

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

Complaint Status (October 2021)

    • 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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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

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