experienced family office advisors, Family office, family office experts, experienced advisors


We believe that the ‘people’ make all the difference in our business. Our clients should be able to trust us and have faith in our ability and experience to manage their family offices. Our people come with many years of advising family offices and institutional investors and have also worked in different parts of the investment industry thus providing a unique breath of experience.


Munish brings in over 25 years’ experience in investment management and family offices. He has advised over 65 families with over USD 3.2 bn in financial assets and has worked with many business families in structuring their family governance platforms. Well known in the Indian investment industry for his unique expertise and ethical standards he has been part of many family investment committees and family office boards.

Munish is a postgraduate in Management (Finance) and graduate in Economics & Mathematics.

ROHIT KARKERA - Director & Head – Investments

Rohit is Director at Cervin Family Office and is responsible for overseeing the Investments function. He has over 15 years of investment management experience in areas of investment advisory, market strategy, product research, manager selection and risk management.

During his previous role Rohit headed the Investment Advisory desk at Waterfield Advisors. He has also worked with organisations such as ICICI Prudential AMC Ltd, CRISIL Ltd and Axis Bank Ltd.

Rohit is a Chartered Accountant by qualification from the Institute of Chartered Accountants of India (ICAI).

JIGAR DESAI CFA - Associate Director – Portfolios

Jigar is the key member of the Investment team and is responsible for implementing portfolio strategies, conducting portfolio risk analytics, performance assessment and portfolio reviews for family office clients. He comes with over 12 years of experience in financial services industry with last 4 of them working exclusively with Family Offices.

Prior to Cervin, he has worked with Waterfield Advisors, DSP Blackrock Investment Managers and CRISIL.

Jigar is a Charter holder from the CFA Institute, USA, a Masters in Business Administration (Finance) and also a Bachelors in Engineering.

YATENDRA SINGH CHAUHAN - Associate Director – Products & Credit Strategy

Yatendra spearheads the product appraisal and evaluation function. He is also responsible for monitoring & assessing credit risk and opportunities across investment products. He has 14 years of financial services experience in areas of investment research, risk management and product evaluation.

During his earlier stint, Yatendra was heading the Product Research function at Waterfield Advisors. He has also been associated with CRISIL for more than 11 years having vast expertise in areas such as product research, bond valuation, fixed income indices, new product development initiatives, EPFO manager selection and treasury portfolio evaluation.

Yatendra holds an MBA degree in Finance and is a Bachelors in Engineering.

HARMINDER DHILLON - Head - Operations

Harminder heads the Operations function at Cervin Family Office and is responsible for the effective management of operational and reporting aspects for the business. He has over 17 years of rich experience in areas of banking & financial industry.

During his previous role, Harminder was heading Operations at Spark Family Office. His previous experience was at Waterfield Advisors, ICICI Prudential MF, Aviva Life Insurance, and HSBC Bank.

Harminder holds a Bachelor’s degree in Commerce from Mumbai University.