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Gourav Maheshwari — Head – Client Experience & Innovation · CERVIN Family Office & Advisors Pvt. Ltd. · New Delhi, Delhi, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
I bring over two decades of experience in client service, operations, and family office leadership. At Cervin Family Office & Advisors, I lead client Experience and Innovation, designing client journeys, governance frameworks and operational models that balance trust, legacy, and innovation. Previously, I headed Service & Operations at Dr. Pawan Munjal Family Office (Hero MotoCorp Group), where I gained deep exposure to stewardship, discretion, and legacy management. Earlier, I built my foundations across leading institutions including Waterfield Advisors, Reliance Wealth Management, Nuvama Private, BNP Paribas Private Wealth, Kotak Mahindra Private Wealth, and American Express. My expertise lies in establishing operations, governance structures, and client service charters for family offices. Passionate about innovation in the wealth and legacy ecosystem, I thrive on challenges, bring a detail-oriented approach, and remain committed to enhancing client trust and long-term relationships.
Experience
Head – Client Experience & InnovationCurrent
CERVIN Family Office & Advisors Pvt. Ltd. · Noida, Uttar Pradesh, India
Sep 2025 – Present
Deputy General Manager
Hero MotoCorp · Delhi, India
Aug 2018 – Sep 2025
Instrumental in operational setup of single family office Lead and oversee all operational aspects, including admin, technology, workflow efficiency Evaluate and implement technology solutions to optimize operations and information management Implementation of document management system and Book Keeping of investment notes Supervision for seamless execution of financial and non-financial transactions across asset classes Portfolio Review and Validation Quarterly review records maintained of all transactions for audit purposes Analyzing portfolio performance and underlying risks Conducting primary and secondary research for listed and unlisted investments Manage the financial accounts, budgeting, and cash flows, Ensure timely and accurate financial reporting to the family and other stakeholders Maintaining excellent relations with all external / internal stakeholders and service providers through in-person meetings and calls Oversee legal and compliance matters for the SFO, ensuring continuous adherence to all regulatory requirements locally and internationally, especially those governing investments Identify and mitigate operational risks, ensuring the security and confidentiality of family assets and information Identification of best practices adhered by SFO’s across globe and their operational implementation
Education
Skills
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