Overview

Merchant Banking: Catalyzing Corporate Growth and Strategic Transactions Through Our Network

At Ocean Finvest, we provide Merchant Banking services as a catalyst for your corporate growth and strategic transactions. We partner with leading merchant banking firms, acting as your trusted financial advisors to provide initial strategic guidance and seamlessly connect you with specialized expertise for fundraising, public offerings, or strategic restructuring, ensuring your corporate visions become realities.

Contact Ocean Finvest Today!

Overview

Merchant Banking: Catalyzing Corporate Growth and Strategic Transactions Through Our Network

At Ocean Finvest, we provide Merchant Banking services as a catalyst for your corporate growth and strategic transactions. We partner with leading merchant banking firms, acting as your trusted financial advisors to provide initial strategic guidance and seamlessly connect you with specialized expertise for fundraising, public offerings, or strategic restructuring, ensuring your corporate visions become realities.

Contact Ocean Finvest Today!
Planning Journey
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Our Approach to Merchant Banking: Your Strategic Financial Partner

Our approach, in collaboration with expert partners, delivers bespoke solutions for your corporate finance needs. We start with a strategic needs assessment before facilitating connections to design tailored solutions. We assist in navigating regulatory compliance, leverage our partners' networks for market access and investor outreach, and provide end-to-end execution oversight throughout the transaction.

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Discovery & Goal Setting:

  • What it is: We start by deeply understanding your current financial situation, life goals (short-term, mid-term, long-term), risk tolerance, and aspirations. What does financial success look like for you? 
  • Why it matters: This crucial first step lays the foundation for a truly personalized plan that reflects your unique needs. 

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Analysis & Strategy Development:

  • What it is: Our experts analyze your financial data, assess market conditions, and identify opportunities and potential challenges. We then craft a bespoke financial strategy, outlining key recommendations. 
  • Why it matters: This step translates your goals into a clear, actionable roadmap, incorporating our deep market understanding and research. 

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Implementation & Portfolio Construction:

  • What it is: We guide you through the process of putting the plan into action, assisting with the selection and execution of appropriate investment products (from our diverse range including AIFs, PMS, equities, fixed income, etc.) and risk management solutions. 
  • Why it matters: This is where theory meets reality, with our team ensuring seamless execution and efficient portfolio construction tailored to your strategy. 

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Monitoring & Review:

  • What it is: Financial planning is an ongoing journey. We continuously monitor your portfolio's performance, track progress towards your goals, and assess market changes and life events.
  • Why it matters: Regular reviews ensure your plan remains dynamic, relevant, and optimized to meet your evolving needs and market conditions.  

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Adaptation & Evolution:

  • What it is: Life changes, and so should your financial plan. We proactively adapt strategies as your circumstances evolve (e.g., marriage, new child, career change, retirement) or as market conditions shift. 
  • Why it matters: Our commitment is to a partnership that ensures your financial security and growth, always staying ahead of the curve. 

Solutions for Corporate Financial Milestones Through Our Network

A. Equity Capital Market (ECM) Services: Fueling Growth Through Public Markets

  • Initial Public Offerings (IPOs): We provide strategic guidance for your IPO journey, coordinating with our partners who handle prospectus preparation, regulatory approvals, market positioning, and investor roadshows.
  • Follow-on Public Offerings (FPOs) & Rights Issues: We assist listed companies in strategically planning additional capital raises, with our partners managing the offering process.
  • Qualified Institutional Placements (QIPs): We facilitate private placements of equity shares to qualified institutional buyers through our expert network.

Tap into public markets to accelerate your growth.

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Our Core Financial Planning Areas -- Solutions built for you

A. Retirement Planning: Securing Your Golden Years

  • Your Vision for Retirement: We help you envision your post-working life, identifying desired lifestyle, income needs, and healthcare considerations. 
  • Strategic Roadmapping: Crafting a robust plan that factors in inflation, life expectancy, and sustainable withdrawal strategies. 
  • Optimized Savings: Guiding you on the most efficient investment vehicles and contributions to build your retirement corpus. 

Your future, planned for today.  

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B. Debt Capital Market (DCM) Services: Optimizing Your Capital Structure

  • Debt Syndication: We connect you with partners who expertly arrange and structure debt financing from banks and financial institutions for your corporate needs.
  • Bond & Debenture Issuances: We advise on the strategic issuance of corporate bonds and debentures, with our partners managing the issuance process to raise long-term capital efficiently.
  • Loan Structuring & Restructuring: We provide expertise in optimizing loan structures and assist with debt restructuring strategies through our network to improve financial health.

Access efficient debt financing for your corporate needs.

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C. Advisory & Valuation Services: Strategic Insights

  • Pre-IPO Advisory: We help prepare companies for a successful public listing, with our partners conducting readiness assessments and strategic planning.
  • Fairness Opinions: Our trusted partners can provide independent opinions on the financial fairness of significant corporate transactions.
  • Business Valuations: We facilitate comprehensive business valuations through our network for fundraising, mergers, acquisitions, or strategic planning purposes.

Gain clarity and confidence for your corporate decisions.

D. Corporate Restructuring & Compliance: Enhancing Efficiency

  • Merger & Demerger Advisory: We guide companies through the financial and regulatory aspects of corporate restructuring, mergers, and demergers, supported by our partners.
  • Delisting & Buyback Management: We advise on delisting strategies and manage share buyback programs, leveraging our partners' execution capabilities.
  • Regulatory Filings & Compliance: We ensure adherence to all SEBI, RBI, and other regulatory requirements throughout the transaction lifecycle, coordinating with our expert partners.

Streamline your corporate structure for optimal performance.

Lawyer is explaining about the wrongdoing laws regarding fraud to the client at the office.

D. Corporate Restructuring & Compliance: Enhancing Efficiency

  • Merger & Demerger Advisory: We guide companies through the financial and regulatory aspects of corporate restructuring, mergers, and demergers, supported by our partners.
  • Delisting & Buyback Management: We advise on delisting strategies and manage share buyback programs, leveraging our partners' execution capabilities.
  • Regulatory Filings & Compliance: We ensure adherence to all SEBI, RBI, and other regulatory requirements throughout the transaction lifecycle, coordinating with our expert partners.

Streamline your corporate structure for optimal performance.