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.

Client Based
Total AUA Managing
Award Winner
Total Cities Covered


Address: 310, Shivalik Shilp, Iscon Cross Road, S.G.Highway, Ahmedabad, Gujarat - 380054
Contact No:079 40304595


Address: 201, Sterling Point, Above HDFC Bank, Waghawadi Road, Bhavnagar, Gujarat - 364001
Contact No: 9638352525


F-14 Sej Plaza, Marve Road, Next to Nutan Vidya Mandir School, Malad (West), Mumbai - 400 064
Contact number: 9769996092


328, Amarsinhji Shoping Mall, Tower Road, Himmatnagar - 383001
Contact No: +91 90993 32931


10, Mahavir Chamber, Opp. Bank of India, Mehta Market, Surendranagar - 363001
Contact No: +91 97273 60616


504, 5th Floor, Nakshatra Heights, Opp. Eagle Travels, 150 feet ring road, Rajkot - 360005
Contact number: +91 86907 40721


204, Second Floor, Milestone Vibrant, Beside Reliance Mall, Udhna Darwaja, Surat - 395002
Contact number: +91 98798 69970
  • 2014


    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

  • 2015


    We strived hard and reached the AUM of 100 crores in March 2015.

  • 2015


    Our struggle was recognized by CNBC Advisor Award in April and Wealth Forum Emerging Star Award in the month of June

  • 2016


    This year we have achieved one more milestone of reaching AUM of 500 Crore. Shaping us in one of most trusted organisation.

  • 2016


    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.

  • 2016


    Launch of iOS Mobile App

  • 2017


    With all the faith in our doings we started Surat branch in April so we can reach large number of people.

  • 2017


    We reached the AUM of 800 crore and still counting more

  • 2018


    We reached the AUM of 1200 crore and still counting more

  • 2019


    With all the faith in our doings we open our new branches at Rajkot, Surendranagar & Himmatnagar.