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Rohit Karkera — Co-Founder & Head - Investments · CERVIN Family Office & Advisors · Mumbai, Maharashtra, India.
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About
Expertise in areas of investment advisory, market strategy, product research, manager selection and risk management.
Before joining as Founding member at Cervin, have had experience across multiple investment management set ups. Have worked with a product manufacturer (ICICI Pru AMC), followed up with a research house (CRISIL), then with a distribution company (Axis Bank) and with an advisory firm (Waterfield Advisors). Holistic experience across various facets of the wealth management industry. This is very critical to assess whether a particular strategy or a product is suitable for a client portfolio.
Extensively worked on providing investment solutions to family office clients. Involved in advising family offices on market strategies, asset allocation and manager selection.
Experience
Co-Founder & Head - Investments
CERVIN Family Office & Advisors Pvt. Ltd. · Mumbai, Maharashtra, India
Aug 2020 – Present
Executive Director - Investment Advisory
Waterfield Advisors · Mumbai, Maharashtra, India
Jun 2015 – May 2020
Headed the Investment Advisory proposition. Expertise in providing investment solutions to Family Offices, HNIs and Mass Affluent clients. Framing market outlook and investment strategies for client portfolios. Detailed oversight over all client portfolios from a risk and performance perspective. Proactively realigning portfolios with respect change in market conditions or any impending risk. Expertise across products like Mutual Funds, PMS, AIFs, Bonds, High Yield Debt, Structured Credit, etc.
Education
Skills
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