Bespoke Family Office Advisory Services

Our unique & flagship offering helps you plan, setup & manage your very own family office. Be it be the decision about your wealth holding structure, or a plan around in-house vs outsourced services, creating a family governance plan, or managing your hard-earned wealth this advisory solution covers all possible needs that you may have.

Our experience of working with over 85 family offices has given us a unique insight into the factors that are important for the success of an efficient family office structure and we use this indepth experience to help you in the journey towards a robust yet flexible family office for you.

Your journey will take you from the initial stages of identifying the need for a family office, understanding your expectations from the platform, getting a buy-in from key members of your family, right down to creating process documents & structure for the governance & Philanthropic platform, creating the investment management platform and surrounding it with a robust Risk Management infrastructure.
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What is a Family Office?

In its most general form, a family offices are segregated team created by a family to meet its unique wealth & investment needs, facilitate creation of a wealth holding strategy, structure a family governance plan & create & manage a formalised philanthropy vehicle. Some family offices also handle the lifestyle & travel needs of the families that they serve.

Our Service Offerings

We add real value to Family Offices by providing our expertise and experience in the following areas:-

Investment
Management

Bespoke planning, structuring, execution & risk management

Wealth Holding Strategy
& Estate Planning

Efficient holding structures and wealth transfer planning.

Family Governance
& Continuity Planning

Structures to ensure family unity & succession planning

Philanthropy
& Social Impact Investing

Planning, structuring the family ‘giving’ platform

Indian Market Advisory

As an global family office or an institutional investor your India allocation can really find a expert partner in CERVIN. Our in-depth India market experience along with our expertise in asset class modelling & assessment and our comprehensive manager selection capabilities honed over many years provides a knowledge platform that can offer you a unique solution to help you create, execute and manage your Indian market strategy. This allows the offshore investors to really gain value from our experience on an absolutely non-conflicted platform.

We can help you in:
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Creating the Indian market opportunity profile for you

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Creating a single or multi asset class investment allocation plan

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Drafting an investment policy document for your Indian allocation

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Manager & product selection using our in-house assessment models

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Structuring a product & portfolio risk management platform

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 (October 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 (October 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

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