Priya is responsible for building the client engagement platform at CERVIN and will closely work with family business owners to structure and manage their family offices and create family governance and wealth holding structures.
Priya brings with her over 15 years of work experience working with business families in setting up structures (private holding companies), trusts, enable global investments, engage with the nextgen to mentor & advise and also create an ecosystem of family business owners to share and learn best practises in family office setup & management.
She was part of the core founding team that set up the Middle East wealth management and distribution business for the Kotak Mahindra group where Priya was responsible for managing and advising end-to-end solutions for wealth preservation and creation to some of the most distinguished high net worth Indian families in the Middle East. She worked very closely with the business families to facilitate investments in products like Equity, Currency and Commodity Derivatives, Hedge Funds, Private Equity Funds and Real Estate. She also led a team of 5 Senior Private Bankers managing assets over 200 mn USD.
Post her return to India Priya joined Campden Family Connect, the Indian arm of Campden Wealth, UK and was heading the member engagement strategy for India. She was the primary point of contact to significant wealth owners from Indian business families-Patriarchs Next-Gen, Now-Gen members, CIOs of Single-Family Offices. During her assignment she also successful initiated and led the first series of Co-Investment Forums in India for the members in the Indian startup space.
Her belief in the family office advisory space offered her an assignment with Waterfield Advisors. Priya was one of the key team members of the CEO’s office and worked closely with the founder to support new initiatives across team verticals. She also contributed to writing a full-fledged article on “Human Capital : The key to longevity in a Family Business” under the guidance of Mr.Prasad Kumar (Human Endeavour) which was successfully published in the NHRD journal 2019-2020.
Priya has also worked with TimesBank and Standard Chartered Bank.
Priya holds a Post Graduate Diploma in Business Management (Finance & Marketing).