Ocean Finvest is a provider of financial services with an emphasis on customized solutions in the area of MF distribution, wealth management, capital markets and alternative asset management. Our clients include HNI individuals, institutional investors, corporates and celebrities.
Ocean Finvest practice insights, relationships and a culture that emphasizes on strong orientation towards excellence. We confide in our comprehensive experience and detailed domain understanding to offer customized solutions that enable clients to meet their strategic aspirations.
We offer broad range of best-in-class investment products across asset classes, regions and risk spectrum and services are provided through varied delivery channels. A customer driven advisory firm with its head office at Ahmedabad and branches at Bhavnagar, Mumbai, Surat and Vadodara.
We are a one stop shop for all financial support, services and success!
To enable every Indian investor to have a well-planned financial future.
We strive to be acknowledged global leader, our mission is to build and maintain a platform that makes accessible all the education, research, tools, support and advice in a profitable package for our investors to succeed in the world’s rapidly evolving financial markets.
Our Core values and principles drives us to offer honest, Sincere and Unbiased advices with ethical practices to help us reach newer heights to serve our patrons in the best possible manner.
The Journey of Ocean Finvest begins in November 2014. We led the foundation to serve investors with best of our knowledge, honesty, sincerity and ethical practices
We strived hard and reached the AUM of 100 crores in March 2015.
Our struggle was recognized by CNBC Advisor Award in April and Wealth Forum Emerging Star Award in the month of June
This year we have achieved one more milestone of reaching AUM of 500 Crore. Shaping us in one of most trusted organisation.
We jumped a leap ahead and started Two branches in Bhavnagar and Mumbai in month of August. With this we launched Ocean Finvest portfolio tracker Android Application.
The very next month in September we reached Vadodara too
Launch of iOS Mobile App
With all the faith in our doings we started Surat branch in April so we can reach large number of people.
We reached the AUM of 800 crore and still counting more
We started One more branch at Jamnagar