Experienced LeadershipJIGAR DESAI, CFA

Jigar comes with 15 years in the Investment Management industry and has been in multiple roles of Portfolio Evaluation, Risk Analytics, Performance Assessment, and Product Diligence. Jigar heads the Portfolios function at CERVIN and is responsible for structuring portfolio-level strategies and monitoring risk in client portfolios.

Jigar has worked with leading organizations like CRISIL and DSP Investment Managers. His more recent stint was with Waterfield Advisors where he was responsible for managing client portfolios. His versatile experience across multiple facets of investment management helps him in structuring family office portfolios with a sharp oversight on risk management. For more than four years now, he has been exclusively advising family offices on investment strategy, risk management, and performance reviews.

Jigar is a Charter holder from the CFA Institute, USA, a Masters in Business Administration (Finance), and also a Bachelors in Engineering.
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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

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