Experienced LeadershipMonaz Elavia

Monaz has over 23 years of experience in the Client Service field having led teams in multiple financial institutions. She has a thorough knowledge of every aspect of client servicing with a sharp focus on data & transactional quality. She has played pivotal roles in developing policies and procedures for the resolution of entire range of client-related issues, be it transactional issues or complexities arising out of various intricate holding patterns of large families and corporate.

Before joining Cervin Family Office she worked in managing the Customer Service team at Ace Lansdowne, Motilal Oswal Wealth Management, and Asset Management companies like Indiabulls AMC, BNP Paribas AMC, Quantum AMC and ICICI Prudential AMC.

She holds a Bachelor of Arts degree from Mumbai University with major in Psychology and Sociology.
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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 (April 2024)

    • 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

Quick Links

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 (April 2024)

    • 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 © 2024 Cervin Family Office & Advisors Pvt. Ltd. All rights reserved
Privacy Policy