Experienced LeadershipROHIT KARKERA

With over 15 years of rich experience across Investment Management, Product & Performance Assessment, Portfolio Structuring & Evaluation and Portfolio Risk Management, Rohit spearheads the Investments function at Cervin Family Office.

Over the past six years, Rohit has been extensively advising Family Offices and Ultra High Net-Worth individuals. This experience of advising scores of families has helped him in getting an in-depth understanding of the dynamics of managing complex family office portfolios. Rohit also wears the hat of a Risk manager for family portfolios. His strategy of always keeping an eye for any impending risks in the portfolio, irrespective of the market exuberance, has helped him navigate many family portfolios during turbulent times over the years.

Rohit has been previously associated with Axis Bank, CRISIL, ICICI Prudential AMC and most recently with Waterfield Advisors. The vast experience across multiple investment functions allows him to use his expertise in constructing and managing complex family office portfolios. Rohit brings with him the proficiency of evaluating portfolio managers and investment products with a sharp focus on ‘risk-return’ attributes. His holistic buy-side approach and absolute levels of integrity are well known in the investment industry. The varied experience has helped Rohit hone all the attributes needed for an advisor to effectively assess any product in an unbiased manner for the family and genuinely create the most efficient portfolio for his family office clients.

Rohit is a Chartered Accountant by Qualification.
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Cervin Family Office & Advisors Pvt. Ltd.

    • R-Tech Park, 13th Floor, Regus CB36/37,
      Nirlon Knowledge Park Lane, Goregaon-East,
      Off. Western Express Highway,
      Mumbai 400063, Maharashtra, INDIA
    • Phone: (91) 22 44764663

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 (January 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.

    • R-Tech Park, 13th Floor, Regus CB36/37,
      Nirlon Knowledge Park Lane, Goregaon-East,
      Off. Western Express Highway,
      Mumbai 400063, Maharashtra, INDIA
    • Phone: (91) 22 44764663

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 (December 2021)

    • 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

Copyright © 2022 Cervin Family Office & Advisors Pvt. Ltd. All rights reserved
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Copyright © 2022 Cervin Family Office & Advisors Pvt. Ltd. All rights reserved
Privacy Policy