Why do I need Financial Planning.?

We all have many responsibilities and goals in our lives. We have dreams and aspirations for a better future. But quite often we are not sure as to how we will fulfill these goals and aspirations. Life changes over time. We may never be sure what today holds for us tomorrow. What if something goes wrong? How do we make sure that we get what we wish?

A comprehensive Financial Plan is what you need. At Ocean Finvest we offer you with Comprehensive Financial Planning solutions which would involve …

  • A detailed study of your goals
  • Preparation of a comprehensive Financial Plan
  • Monitoring of the Financial Plan on an on-going basis
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Why Insurance.?

Insurance is one of the most important financial topics in today’s complex world. Failure to have sufficient insurance coverage is the quickest and easiest way to accrue mass debt. Nothing will make your business, car, house, family, or self more vulnerable or susceptible to financial strain than a lack of adequate insurance. However, paying too much for insurance can be a financial strain in itself. And paying for insurance that is not needed is just money down the drain.

Many people have a preconceived notion that insurance is just a waste of money, something that is not necessary. This is not true. Almost everyone needs insurance. How do you know? If you own anything that cannot be easily replaced without economic hardship, it should be insured. If your house burned down, what would you do? If you became disabled at work, would there still be food on the table? Or, in the worst case, would your family be provided for if you passed away?

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Why Tax Planning.?

There is more to tax planning than exemptions available on savings. With our advice, you will pay the right amount of tax, not more and not less. You will also know how to tax proof your incomes and gains. After all, your capital is more productive in your hands and it can work wonders for you if planned properly.

We guide you in the Planning & managing your finances and achieving your financial goals. Basic planning starts with Tax planning as good tax planning can increase the take home salary. These investments can also cater to a few of your needs if this is well planned. Tax planning is not restricted only to tax savings investments (Section 80C). There are several other components E.g HRA, Home Loans, LTA, Re-imbursements, etc to reduce the taxable income.

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Ocean Finvest : Who we are & What we do.?


Ocean Finvest is leading investment platform. Here, you can get access to a wide array of investment products like mutual funds in India, equities, corporate deposits, loans, insurance and more.

Besides this, Ocean Finvest also offers several value-added services like FREE financial advisory services, Flexible SIPs for mutual funds, Smart Solutions for important life goals, trigger-based investing, and so much more.



Currently we provide door-step services in the following cities

Our Pricing

Mutual Funds


Wide products with expert advice and powerful features


Rs. 0.30

Per Rs. 100 for delivery and Rs. 0.03 for intraday



Top-rated deposits that offer safety and high interest rates



The best loans for the lowest interest rates



Account opening and tracking your policies online