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At Ocean Wealth Solutions, we efficiently and successfully handle and advise our clients all across the country and abroad. At Ocean, we believe that your finance is a very personal topic. Hence along with maintaining professionalism, we also strongly stress on confidentiality as well as personal attachment with our clients. We feel very happy and proud that this approach has been very successful and most suitable for our clients as we find that our clients reciprocate in a similar manner and it creates a win-win situation. At Ocean, we also believe in educating our clients about their own finances. Our clients experience a sense of security when we not only tell them what to do but also explain the reasons behind the same. It gives them a feeling of being managed by the most efficient financial planning firm. This sense of security is our biggest and most important achievement.+ Read More

Nature of Business

Consultants

Financial Planning
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Financial Planning

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We help people to live financially stress-free life by educating them about how to manage their personal finances correctly and guide them to take rational financial decisions.

Understand Investments, Cash-flow Management, Budgeting, Debt Management, Goal Based Planning, Life Cashflow, Risk Planning, Emergency planning etc.

Remember, You may die today or you may life for 100 years or anything can happen in-between...with the help of our educative meeting and upon implementation of it you and/or your family will not suffer financially in any situation of life.

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Retirement Planning
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Retirement Planning

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Retirement planning is for those who want to live a comfortable retired life with a regular cash inflow (which can at least beat inflation) in their golden years and have completed almost all their responsibilities.


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Succession Planning
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Succession Planning

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Helps you to get following important things done:
a) Will 
b) Power of Attorney 
c) Family Trust 

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Basic Financial Planning

Basic Financial Planning

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Financial Goal Planning

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This service is mainly for those who only want to plan for specific goals without disclosing any other details or who feel that the rest all things are in place and they only want to focus on fulfillment of financial goal/goals.


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