Experienced LeadershipMUNISH RANDEV

Munish has been part of the Investment & Family Office space for the last 27 years with experience across different corporate cultures with global brands like ABN Amro bank, Fidelity Funds group and domestic houses like Avendus Capital, Waterfield Advisors etc.

In his rich and diverse experience, he has seen volatility in the investment markets from the eyes of a wealth manager, a banker, an institutional portfolio advisor, a product manager and for the last 7 years as a Family Office Advisor.

More importantly his experience has also taught him a lot about human behaviour in times of extreme volatility. This behavioural experience is something that allows him to understand a client's expectations, fears, regrets, risk taking ability and also what risk actually means to the client. The emotional part of the investment process is much underestimated and often absolutely alien to many wealth managers. This EQ (along with IQ) is exactly what is required while managing Family Offices. His job intertwines many aspects of family wealth and well-being. The 'risks' are not just in the financial markets but also in the areas of succession, legacy, family governance & conflict management.

Working as a Chief Investment Officer in his previous role, has trained/taught Munish to expect the unexpected, educating him on the need to have a strategy for all market scenarios rather than criticize it as a reaction.

Munish has done his formal education in Economics, Mathematics & Business Management.
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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

Grievance Redressal Mechanism

In case of any grievance / complaints against the investment advisor:

  1. Please contact the Compliance Officer Mr.Manish Kalra at manish.kalra@cervinfamilyoffice.com and mobile number 9167074847
  2. You may also also approach the Principal Officer Rohit Karkera at rohit.karkera@cervinfamilyoffice.com and mobile number 9892817751

If you are not satisfied with the response of the Advisor you can lodge your grievance with SEBI at http://scores.gov.in or you may also write to any of the offices of SEBI. For any queries, feedback or assistance, please contact SEBI office on Toll Free Helpline at 1800 22 7575 / 1800 266 7575

Cervin Family Office & Advisors Pvt. Ltd.

    • CIN Number : U74999MH2019PTC324434
    • SEBI Investment Advisor Registration : INA000015385
    • Type of Registration : Non-Individual
    • Validity : Perpetual
    • BSE Membership No. BASL1469
    • Principal officer : Mr Rohit Karkera

Complaint Status (November 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

Investments in securities market are subject to market risks. Read all the related documents before investing

Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors

Cervin Family Office & Advisors Pvt. Ltd.

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

Engage With Us

Grievance Redressal Mechanism

In case of any grievance / complaints against the investment advisor:

  1. Please contact the Compliance Officer Mr.Manish Kalra at manish.kalra@cervinfamilyoffice.com and mobile number 9167074847
  2. You may also also approach the Principal Officer Rohit Karkera at rohit.karkera@cervinfamilyoffice.com and mobile number 9892817751

If you are not satisfied with the response of the Advisor you can lodge your grievance with SEBI at http://scores.gov.in or you may also write to any of the offices of SEBI. For any queries, feedback or assistance, please contact SEBI office on Toll Free Helpline at 1800 22 7575 / 1800 266 7575

Quick Links

Cervin Family Office & Advisors Pvt. Ltd.

    • CIN Number : U74999MH2019PTC324434
    • SEBI Investment Advisor Registration : INA000015385
    • Type of Registration : Non-Individual
    • Validity : Perpetual
    • BSE Membership No. BASL1469
    • Principal officer : Mr Rohit Karkera

Complaint Status (November 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

Investments in securities market are subject to market risks. Read all the related documents before investing

Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors

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