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Jigar Desai, CFA — Director & Head - Portfolios · CERVIN Family Office & Advisors · Mumbai, Maharashtra, India.
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About
Over 16 of experience in financial services space with expertise in market and portfolio strategy, risk management and product research.
I have worked in multiple organisations - research house (CRISIL Ltd), asset management company (DSP Mutual Fund) and advisory set up (Waterfield Advisors). This has helped me develop a holistic perspective while assessing portfolios. I have helped structure both investment and risk management strategies for investment portfolios within the family office segment. My experience in product research also helps in identifying investment products which match the risk return profile of the family.
Experience
Director & Head - PortfoliosCurrent
May 2023 – Present
Director - Investment Advisory
Waterfield Advisors · Mumbai, Maharashtra, India
Apr 2019 – May 2020
Evaluating family office portfolios for investment and risk suitability, developing deployment strategies and timelines for portfolios and developing risk mitigation strategies
Education
Skills
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