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.

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Client Based
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Total AUA Managing
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Award Winner
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Total Cities Covered

Ahmedabad

Address: F/8 Shagun Caasa, Opposite Vraj Vihar Tower, Near Prernatirth Derasar, Ahmedabad, Gujarat - 380015
Contact No:079 40304595

Bhavnagar

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

Valsad

203-Aum business plaza, Opposite Circuit house, Halar Rd, Valsad, Gujarat – 396001
Contact No: 9099741737

Jamnagar

132/ Madhav Darshan, 1st Floor, Near Lal bungalow, Jamnagar – 361001
Contact No: 0288 2663394

Vadodara

A29,Rajlakshmi Complex,opp.Haribhakti extension, O.P. road, Vadodara, Gujarat -390007
Contact No: 9769996092

Mumbai

F-14 Sej Plaza, Marve Road, Next to Nutan Vidya Mandir School, Malad (West), Mumbai - 400 064
Contact number: 9769996092
  • 2014

    November

    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

    March

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

  • 2015

    April

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

  • 2016

    May

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

  • 2016

    Agust

    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

    September

    The very next month in September we reached Vadodara too

  • 2016

    November

    Launch of iOS Mobile App

  • 2017

    April

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

  • 2017

    December

    We reached the AUM of 800 crore and still counting more

  • 2018

    March

    We started One more branch at Jamnagar