Products

Make Your Future Bright, With Smart Investment In Mutual Fund

Mutual Fund Services (MF) provides a wide range of innovative operational and information services to simplify, standardize, and consolidate procedures in order to improve efficiencies and minimize risk and cost in the mutual fund sector.

MF solutions facilitate commercial interactions between asset managers and their distributors, connecting a broad network of fund companies, investment managers, broker/dealers, banks, trusts, and other financial services organizations that sell fund investments to the market.

Whatever your investment needs are, we have a fund for you. Choose from a variety of equity or debt funds for the long or short term. We have a fund for each and every demand.

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Varieties

Plan Your Growth With Mutual Fund

our financial advisors and portfolio managers have decades of experience working with institutional clients and their consultants. We know what challenges you’re up against and the solutions needed to address them.

Tax Structuring

Diversification

Portfolio Analysis

Professional Management

Affordability

Transparency

Why You Should Trust Ocean Finvest with Your Funds

AMC Dashboard Tool

Our AMC Dashboard is a powerful tool that helps you compare and analyze the performance of different asset management companies.

Fund Manager Tool

Our Fund Manager Tool lets you access detailed insights on any fund manager’s performance, including returns, AUM, and volatility across equity, debt, and hybrid schemes.

Fund Picker Tool

Fund Picker tool offers investors detailed insights into mutual fund schemes with customizable filters, enabling them to analyze AUM, historical performance, and return trends across various timeframes.

Hybrid Portfolio Analyzer Tool

This tool offers detailed insights into the composition and performance of equity and debt asset allocation within a fund, including holdings, AUM, and key performance metrics like Beta and Sharpe Ratio.

SIP Comparison

This Tool enables investors to analyze and compare up to five mutual fund schemes simultaneously, offering a detailed view of key metrics such as historical returns, performance ratios and portfolio attributes.

Portfolio Overlap Tool

The Mutual Fund Portfolio Overlap tool analyzes the common stocks shared between multiple mutual fund schemes and their average weightage in each portfolio.

Return Comparison Tool

Return Comparison tool enables you to analyze and compare the performance of five investment schemes across various time periods.

Sector Exposure Tool

Sector Exposure tool provides a detailed breakdown of the investment allocations of different AMCs across various sectors.

Stock Exposure Tool

Stock Exposure Tool provides a detailed breakdown of how various investment schemes are holding a specific stock.

Fund Card

Fund Card Tool is designed to provide investors with a comprehensive overview of mutual fund schemes. It offers detailed insights into key performance metrics such as returns, volatility, and AUM.

Fund Partners

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Our Mutual Fund Services

  • Personalized Investment Planning
  • Disciplined Investment Approach
  • Trust, Integrity & Expertise
  • Risk Mitigation Strategies
  • Optimizing Investment Returns
  • Ongoing Support & Service
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