about us

Who We Are

Ocean Finvest Group – Your Partner in Wealth Creation

We are the Ocean Finvest Group, your SEBI-registered Research Analyst Firm for over a decade, dedicated to building and nurturing your wealth through expert guidance and personalized strategies. 

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Ocean Finvest: Your Trusted Financial Navigator

Experience Meets Expertise: A New Era for Your Investments

Established in 2014, Ocean Finvest has proudly served clients for over a decade, helping them confidently navigate the financial landscape. Our foundation rests on rigorous research thorough research and personalized guidance. Today, as a SEBI registered investment advisory and research analyst firm, we uphold the highest standards of integrity and transparency. We're here to provide the insightful analysis and dedicated partnership you need to achieve your financial goals. 

Ready to grow your wealth with trusted experts? 

Talk with SEBI Registered Advisors!

Our Mission

The Ocean Finvest Group is committed to empowering individuals and institutions with intelligent and personalized wealth management solutions.  Through ethical practices, rigorous research, and a disciplined approach, we foster long-term wealth creation across our diverse offerings, ensuring clarity and trust in every financial journey undertaken with us. 

Our Vision

The Ocean Finvest Group aspires to collectively redefine modern investing by making high-quality, intelligent portfolio management accessible, personal, and purposeful for every investor. We aim to be the most trusted and comprehensive partner in our clients' pursuit of financial well-being and sustainable growth. 

Contact Ocean Finvest Today!

Our Mission

The Ocean Finvest Group is committed to empowering individuals and institutions with intelligent and personalized wealth management solutions.  Through ethical practices, rigorous research, and a disciplined approach, we foster long-term wealth creation across our diverse offerings, ensuring clarity and trust in every financial journey undertaken with us. 

Our Vision

The Ocean Finvest Group aspires to collectively redefine modern investing by making high-quality, intelligent portfolio management accessible, personal, and purposeful for every investor. We aim to be the most trusted and comprehensive partner in our clients' pursuit of financial well-being and sustainable growth. 

Contact Ocean Finvest Today!

Our Vision

The Ocean Finvest Group aspires to collectively redefine modern investing by making high-quality, intelligent portfolio management accessible, personal, and purposeful for every investor. We aim to be the most trusted and comprehensive partner in our clients' pursuit of financial well-being and sustainable growth. 

Contact Ocean Finvest Today!

Why Choose Us

Ocean Finvest—a SEBI-registered Research Analyst and Investment Advisory company.

By leveraging technology and market insights, we identify early trends and make informed investment decisions.

get start today
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Portfolio Value

₹42,27,957

Total Liabilities

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₹24,124.00

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demo-attachment-161-image-17

Why Choose Us

Portfolio Value

₹42,27,957

Total Liabilities

withdraw

₹24,124.00

recent

Add a subheading

Ocean Finvest—a SEBI-registered Research Analyst and Investment Advisory company.

By leveraging technology and market insights, we identify early trends and make informed investment decisions.

get start today

Why Ocean Finvest

Reduction in operating costs for the whole product team which creates

About US
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Safe & Secure

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Exceptional Products

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Trustworthy

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Exceptional Products

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Comprehensive Advisor

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Exceptional Products

Save valuable time and accelerate your financial growth with smart, high-performing investment solutions that look as good as they perform.

Our Values

To redefine modern investing by making high-quality, intelligent portfolio management accessible, personal, and purposeful. We envision a world where financial empowerment isn’t a privilege—it’s a process, powered by technology and rooted in your values.

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Our Team

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Why Ocean Finvest Group is Your Best Choice?

  • 10+ Years of Proven Experience - A decade of guiding clients to financial success.
  • SEBI Registered & Compliant - Adhering to the highest regulatory standards.
  • Visionary Leadership - Guided by experienced professionals with a clear vision.
  • Collective Team Strength - A synergistic team dedicated to your financial well-being.
  • Personalized & Research-Driven Strategies - Tailored solutions backed by in-depth analysis.
  • Commitment to Long-Term Wealth - Our focus is on sustainable growth for your future.

Meet Our Visionary Leadership

At the heart of the Ocean Finvest Group's success is driven by a team  of dedicated professionals, each contributing invaluable expertise and a shared commitment to our clients' financial well-being. Leading this formidable team is led by our esteemed founder:

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Samir Vora

CFP - CEO & Founder
Mr. Samir Vora, CFP, is the driving force and backbone of the Ocean Finvest Group. With over 20 years of rich experience honed at institutions like Karvy and ICICI Bank, he has built a remarkable career from a small town to managing substantial assets. As a Certified Financial Planner, Samir's strategic foresight and unwavering dedication to client success define the Group's guiding principles. His entrepreneurial vision led to the establishment of Ocean Finvest in 2014, and his expertise has been crucial in the company's growth and recognition in the financial sector.

Our Esteemed Partners

Complementing Mr. Vora's vision, the Ocean Finvest Group is fortified by a team of highly skilled and dedicated professionals who serve as integral pillars of our collective strength: 

Together, this leadership team combines diverse expertise and a unified commitment to uphold the highest standards of integrity and excellence, ensuring that the Ocean Finvest Group remains at the forefront of intelligent and personalized wealth management. 

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Deep Shah

jaimin sir[1]

Jaimin Trivedi

keyur sir[1]

Keyur Halvadiya

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CA Devanshi Shah

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Aman Singh

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Deep Shah

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Jaimin Trivedi

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Keyur Halvadiya

We’ve got you covered, 24/7.

As a SEBI-licensed investment advisory firm, Ocean Finvest is committed to understanding your needs and delivering value to help achieve your financial goals.

contact us

Yes, we are a Registered Investment Advisor (RIA) registered with the SEBI. This means we have a fiduciary duty to act in your best interest at all times.

Our client service philosophy is centered on building long-term relationships based on trust, transparency, and personalized attention. We are dedicated to providing you with exceptional service and support.

We provide all comprehensive financial planning, including goal targeting, retirement planning, education savings, insurance analysis, and taxation planning, all tailored to your individual needs.

We offer a diverse range of investment products, including AIFs, PMS, Smallcase portfolios, equity investments, and more.

Investing risks losing money from market swings, inflation, and company issues.

We’ve got you covered, 24/7.

As a SEBI-licensed investment advisory firm, Ocean Finvest is committed to understanding your needs and delivering value to help achieve your financial goals.

Yes, we are a Registered Investment Advisor (RIA) registered with the SEBI. This means we have a fiduciary duty to act in your best interest at all times.

Our client service philosophy is centered on building long-term relationships based on trust, transparency, and personalized attention. We are dedicated to providing you with exceptional service and support.

We provide all comprehensive financial planning, including goal targeting, retirement planning, education savings, insurance analysis, and taxation planning, all tailored to your individual needs.

We offer a diverse range of investment products, including AIFs, PMS, Smallcase portfolios, equity investments, and more.

Investing risks losing money from market swings, inflation, and company issues.

contact us