About Cervin Family Office & Advisors
Cervin Family Office & Advisors is a company based in Mumbai (India) founded in 2019 by Rohit Karkera and Munish Randev.. Cervin Family Office & Advisors has raised $1.11 million across 1 funding round from investors including Manipal Group, Max Medisupport and Meridian Investments. Cervin Family Office & Advisors offers products and services including Family Office Advisory and Indian Market Advisory. Cervin Family Office & Advisors operates in a competitive market with competitors including Client Associates, Alpha Capital, Credence Family Office, Entrust Family Office and Altamount Capital Management, among others.
- Headquarter Mumbai, India
- Founders Rohit Karkera, Munish Randev
- Stage Minicorn
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Cervin Family Office & Advisors Private Limited
- Date of Incorporation 23 Apr, 2019
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
$368.03 K (USD)345.65as on Mar 31, 2023
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Net Profit
$-208.79 K (USD)33.93as on Mar 31, 2023
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EBITDA
$-209.14 K (USD)34.84as on Mar 31, 2023
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Total Equity Funding
$1.11 M (USD)
in 1 rounds
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Latest Funding Round
$1.11 M (USD), Seed
Feb 22, 2020
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Investors
Manipal Group
& 3 more
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Employee Count
Employee Count
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Products & Services of Cervin Family Office & Advisors
Cervin Family Office & Advisors offers a comprehensive portfolio of products and services, including Family Office Advisory and Indian Market Advisory. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Advisory for family wealth protection and governance strategies.
Guidance on Indian market strategies and asset allocation.
Funding Insights of Cervin Family Office & Advisors
Cervin Family Office & Advisors has successfully raised a total of $1.11M through 1 strategic funding round. The most recent funding activity was a Seed round of $1.11 million completed in February 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Seed — $1.1M
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First Round
First Round
(22 Feb 2020)
- Investors Count 4
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb, 2020 | Amount | Seed - Cervin Family Office & Advisors | Valuation | Manipal Group |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Cervin Family Office & Advisors
Cervin Family Office & Advisors has secured backing from 4 investors, including institutional investors. Prominent investors backing the company include Manipal Group, Max Medisupport and Meridian Investments. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Provides comprehensive business management software solutions for hospitals.
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Education, healthcare, insurance, and research services are provided globally.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Cervin Family Office & Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Cervin Family Office Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cervin Family Office & Advisors Comparisons
Competitors of Cervin Family Office & Advisors
Cervin Family Office & Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Client Associates, Alpha Capital, Credence Family Office, Entrust Family Office and Altamount Capital Management, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Private wealth management and investment advisory services are provided.
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| domain | founded_year | HQ Location |
Tailored financial solutions are offered to high-net-worth individuals and families.
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| domain | founded_year | HQ Location |
Multi Family Office
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| domain | founded_year | HQ Location |
Multi Family Office
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| domain | founded_year | HQ Location |
Boutique financial services are specialized in for high-net-worth clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Cervin Family Office & Advisors
Frequently Asked Questions about Cervin Family Office & Advisors
When was Cervin Family Office & Advisors founded?
Cervin Family Office & Advisors was founded in 2019 and raised its 1st funding round 1 year after it was founded.
Where is Cervin Family Office & Advisors located?
Cervin Family Office & Advisors is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Who is the current CEO of Cervin Family Office & Advisors?
Munish Randev is the current CEO of Cervin Family Office & Advisors. They have also founded this company.
Is Cervin Family Office & Advisors a funded company?
Cervin Family Office & Advisors is a funded company, having raised a total of $1.11M across 1 funding round to date. The company's 1st funding round was a Seed of $1.11M, raised on Feb 22, 2020.
What is the annual revenue of Cervin Family Office & Advisors?
Annual revenue of Cervin Family Office & Advisors is $368.03K as on Mar 31, 2023.
What does Cervin Family Office & Advisors do?
Cervin Family Office Advisors was established in 2019 in Mumbai, India. Advisory services for family offices are offered, alongside wealth management, investment advisory, and estate planning. Operations focus on supporting high-net-worth individuals and families with comprehensive financial strategies. The firm is led by co-founder Rohit Karkera and founder and CEO Munish Randev.
Who are the top competitors of Cervin Family Office & Advisors?
Cervin Family Office & Advisors's top competitors include Client Associates, Alpha Capital and Credence Family Office.
What products or services does Cervin Family Office & Advisors offer?
Cervin Family Office & Advisors offers Family Office Advisory and Indian Market Advisory.
Who are Cervin Family Office & Advisors's investors?
Cervin Family Office & Advisors has 4 investors. Key investors include Manipal Group, Max Medisupport, Meridian Investments, and Max Medisupport.
What is Cervin Family Office & Advisors's valuation?
The valuation of Cervin Family Office & Advisors is $3.85M as of Feb 2020.