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.
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.
