A well-structured financial plan that outlines an investment strategy.
Risk planning is the comprehensive process of identifying, prioritizing, and managing risk.
Tax planning aims at minimizing tax liabilities through business and financial decisions.
A retirement plan involves saving, investing, and managing funds.
Planning how to manage one's assets in the event of death or disability.
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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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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Mutual Funds
We provide a meticulous selection of mutual funds based on in-depth analysis. Our analysis plays a significant role for the firm and fund-specific factors such as consistency and risk management. We also maintain strict monthly monitoring to reaffirm our belief in the contents of our pick. Funds are chosen based on the market's best position, which comprises the least risk and best return. Read More
Equity PMS
We offer Equity PMS methods and recommendations, designed to provide long-term, sustainable growth in client portfolios. We look for firms with predictable growth prospects, great overall positioning, and top-tier management, as well as robust balance sheets, ROEs, and cash flows. Read More
Fixed Income
We track the global macroeconomic environment, as well as domestic credit and monetary policy drivers, to ensure that our clients' portfolios are placed with the best tools to satisfy their return targets for defined risk levels. We also keep an eye on the fixed income markets for tactical trading opportunities to boost overall results. Read More
AIF
We monitor the possibilities in this asset class of high-yielding secured debentures issued by real estate-related firms. We also provide long-short hedging solutions based on equity. Our suggestions are based on a comprehensive due diligence approach that covers a range of technical evaluation factors. Read More
Tax Advisory
We also offer tax advice, which entails structuring financial affairs in such a way that, without violating laws, you can take advantage of all exemption and deduction benefits offered by the act, reducing your tax liability. Read More
NPS
We encourage investing in the National Pension System to get financial security and stability in old age when people do not have a steady source of income. This allows you to invest and save money in order to receive a lump sum as monthly income through an annuity plan when you retire. Read More
Insurance
We help to protect you and your family against unforeseen future risks. We will assist you in planning all of your life and general insurance, which will help you protect yourself along with your assets and belongings against financial losses. Read More
The Management Of Ocean Finvest Have Enormous Experience Of 14-15
Years In Financial Advisory Segment.
Client Based
Total AUM
Total Cities Covered
Countries
● 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.
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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.
They are the sharks when it comes to counseling and tax savings.
When I needed them, Ocean Finvest was there. I am glad to work with their amazing financial products & services.
Ocean Finvest has exceeded my expectations in every way. They were not only doing great financial planning but they also give good advice to NRI customers.
We could not have acknowledged so much without your guidance and wise advice.
I appreciate your input in my financial planning for retirement and everything you've done for me has gone smoothly. Ocean Finvest often feels like a partner to me.
Attention to all who are planning to save tax with ELSS.....
Harsh Singh - Research Analyst
March 20, 2023 12:43 pm
Over the years, mutual funds have gained t.....
Harsh Singh
February 01, 2023 07:41 am
Term insurance is a popular option among insurance purc.....
Megha Kapadia
December 09, 2022 10:53 am
