Navigating Wealth, Crafting Legacies
About Ocean Wealth
Innovative consulting for a changing business landscape
At Ocean Wealth LLP, we believe true financial success lies in navigating complexities with foresight and precision. Headquartered in Mumbai, we specialize in crafting bespoke wealth strategies that align with your aspirations, ensuring every decision moves you closer to lasting security, growth, and legacy building.
With over a decade of expertise, we have empowered over 1,000 families across 10+ global locations with personalised investment solutions and an unwavering client-first approach. Like an experienced captain anticipating changing tides, we provide the clarity and perspective needed to help you stay on course — no matter how dynamic the financial landscape may be.
Our Purpose
Our Purpose
"Navigating Wealth, Crafting Legacies" Our purpose is to guide our clients through the evolving financial landscape with clarity and confidence all while creating a lasting legacy for generations.
Our Commitment
Our Commitment
"Elevating Financial Potential Through Bespoke Solutions" Every client’s journey is unique. We craft personalised, forward-thinking approaches that evolve with their goals — unlocking opportunities, ensuring flexibility, and supporting legacy planning.
Our Purpose
Values & Integrity
Our values are rooted in integrity, continuous learning, and a client-first mindset. We provide strategic, trusted solutions built on transparency and unwavering commitment to your success.
Our Services
Strategic Solutions for Your Financial Future
We provide personalized, forward-thinking financial solutions that help you navigate challenges, seize opportunities, and build a legacy of lasting success.
there are some Results we have already achieved together!
For Whom
Designed for Ambitious Individuals and Enterprises
If you’re seeking to grow your assets, diversify your portfolio, or safeguard your financial legacy, our bespoke solutions are structured to meet your unique objectives. We specialise in curating exclusive investment opportunities, developing tailored financial frameworks, and aligning portfolios with long-term goals — all delivered with the highest level of care and professionalism. Our client-focused approach supports long-term financial stability and informed decision-making.
- Affluent Individuals Seeking Bespoke Financial Solutions
- Successful Entrepreneurs and Business Owners
- Families with Multi-Generational Wealth
- Investors with Ambitious Financial Goals
- Corporate Executives & Senior Professionals
- Those Seeking Expert Insights on Complex Financial Matters
- Individuals Looking for Faith-Aligned Investment Opportunities
- Global Investors Seeking Diversified Portfolios
- Professionals with Complex Financial Needs
Our Process
4 Easy Steps to Achieve Your Goals
We follow a streamlined, four-step approach to ensure your financial goals are met with precision: understanding your needs, crafting tailored strategies, seamless implementation, and ongoing support to adapt to your evolving goals.
Initial Consultation
We take the time to understand your aspirations, challenges, and financial objectives to build a strategy tailored to you.
Planning & Solution
Our tailored solutions are designed to align seamlessly with your goals, ensuring clarity and efficiency.
Execution
We collaborate closely with you to implement strategies, providing the resources and guidance needed at every step.
Review and Support
Our commitment doesn’t end with execution — we stay engaged, ensuring your strategy evolves with your changing needs.
Testimonials
What our valuable customers said
Below are some reviews from our clients about our business and financial consulting services.
“Real estate can be capital-intensive, with liquidity needs that arise unexpectedly. While my core business was performing well, I needed someone who could help me streamline my personal finances and ensure my investments worked efficiently in the background. Ocean Wealth built a strategy that allowed me to maintain access to funds when needed, without compromising long-term growth. His understanding of cash flow cycles and investment discipline gave me the clarity and confidence to make sharper decisions — both in business and beyond.”
“As someone guided by my faith, it was vital that my financial plan reflected my core values. I sought options that combined ethical integrity with strategic growth, without compromise. The team took the time to understand my priorities and introduced a faith-aligned portfolio alongside a mutual fund built on robust ethical screening. For the first time, I felt fully confident that my investments were well-structured and in complete harmony with my beliefs.”
“Our business sees seasonal income cycles, so managing liquidity was always a challenge. Ocean Wealth designed a strategy that accommodated our cash flow fluctuations while ensuring idle funds were put to productive use. Their deep understanding of business realities has made them an invaluable financial partner.”
“Most of my net worth was locked in my factory and assets. Ocean Wealth helped me diversify gradually into mutual funds and other instruments, ensuring I wasn’t overexposed to a single sector. Their approach gave me the peace of mind that my personal wealth was growing beyond my business.”
“Running a family business comes with unique challenges, especially when it comes to preserving wealth for future generations. Ocean Wealth provided solutions that ensured my investments were structured for growth while still being accessible when needed. Their advice has given me confidence that my family’s future is well-prepared, and my wealth is positioned to leave a lasting legacy.”
“I started my IT company in London 15 years ago, but back then, it felt like a massive leap into the unknown. What gave me the confidence to take that risk was knowing Deepak had helped me build a safety net through my portfolio—something I could rely on if things didn’t go as planned. His guidance wasn’t just about investments; it was about understanding my journey, my fears, and my aspirations. That kind of support gave me the freedom to pursue my dream. Even today, I look back with gratitude — for the trust, the wisdom, and the quiet confidence he gave me when I needed it most.”
“Flying private jets means I’m always on the move, often across countries and time zones, with barely any time to think about my finances. Ocean Wealth understood that right away. They created a structured investment plan that ran smoothly in the background, while keeping me informed without overwhelming me. Their discreet, efficient approach has made managing my wealth effortless — even at 30,000 feet.”
“Between tight work schedules and endless responsibilities, we never found the time to plan our finances properly. Ocean Wealth stepped in with a practical, goal-focused approach. They helped us prioritize what mattered — from setting aside funds for our first home, for travel to building a long-term wealth plan. It finally feels like we’re making our money work with intention, not just instinct.
FAQ
Frequently Asked Questions
Blogs
Blogs and Insights
Market Entry
- Admin
- March 21,2024
Financial
- Admin
- March 21,2024
Financial
- Admin
- March 21,2024
“As a CEO, managing both company finances and my personal investments became overwhelming. Ocean Wealth offered structured solutions that aligned my resources with my long-term goals. Their insights helped me streamline my portfolio, ensuring I had liquidity for key business moves while my other investments continued to grow steadily. Their guidance has allowed me to focus on scaling my business without financial distractions.”