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Financial Planning

Financial planning is the method of achieving your life goals via effective financial management. Life targets might include purchasing a home, preparing for your child's college tuition, and planning for the future. The Financial Planning Process consists of six phases that will assist you in taking a "big overview" glance at where you are now.

Using all these six phases, you can determine; where you are now, what you may require in the long run, and what you should do to accomplish your goals. Gathering pertinent financial information, creating life objectives, assessing your existing financial condition, and developing a strategy or plan for meeting your goals given your present circumstances and future plans are all part of the process.

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Wealth Management

Joining us offers you the guidance and support to accomplish what you are best at, while simultaneously providing us with the chance to do what we have been best at. We encourage you to get on with what you're supposed to do, and the rest is up to us.

Money management can have a wide range of goals, such as increasing wealth, keeping or safeguarding it, or managing it for the future generation. You select what you want to do with your wealth, and we handle the procedure and administration.

We will jointly decide on a strategy to handle your wealth by implementing a solution for risk management, investment management, tax management, and wealth transmission management.

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our product

Why Choose Us ?

The Management Of Ocean Finvest Have Enormous Experience Of 14-15
Years In Financial Advisory Segment.

Let Our Number Speak Itself

Client Based


Total AUM


Total Cities Covered



Choose To Be Different !
Analyze The Popular Options Available for Investment.
  • Bank
  • Bank FD
  • Sensex
  • Ocean Finvest

● Bank savings, FD and sensex returns are based on annualized return given in last 10 years.

● Ocean Finvest return is based on last 10 years market data.

Plan Your Financial Life

Plan Goals And Grow Your Future Net Worth

See how soon you can retire and plan your financial goals

Get Started

Ocean Finvest is a cutting-edge investment management app designed for customers.

You may access multiple features regarding your portfolio with the Ocean Finvest App, which will not only keep you up to date on its current position, even the app will also assist you in making key choices.

Install today on IOS or Play store and sign up with the Ocean Finvest Application to get all the benefits in one click.

Download OCEAN FINVEST app now
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Market Outlook August 2023...

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The SWP is a wise investme.....

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Market Outlook July 2023...

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