For the last seven years, we have been assisting in wealth management and financial services, managing the portfolios of families, investors, and enterprises. Our core audiences are in the form of HNI individuals, institutional investors, enterprises, trusts, foundations, and celebrities.
We are a group of financial specialists; dedicated to providing exceptional and customized service. We strive for the overall organizational goals of ethics, honesty, respect, and excellence.
We've been a pioneer in wealth management and financial services, as well as managing the portfolios of families and investors, &we're planning to expand our offerings. Our target market consists of HNI/Ultra HNI clients and commercial enterprises with total assets of over 563 crores.
Apart from India, we have clients all around the world. Our feet are currently landed in the United Kingdom, Singapore, Dubai, and the United States.
With five offices across Western India, including the Head Office in Ahmedabad, Ocean Finvest is regarded as one of Gujarat's finest and most reputable financial advisory firms.