Mr. Mayur Shah founded Ocean Wealth Solutions (OWS) in December 2013 after getting SEBI’s approval as a Registered Investment Adviser (RIA).
During his initial stint as an Insurance agent in his career, Mr. Shah experienced and listened first hand to the financial problems, questions and helplessness of his prospect clients. The solutions he could offer as an Insurance agent were very few and not completely effective. He felt like a doctor who was limited by the ability to prescribe the same medicine to every patient for different illness/diseases.
That was the turning point of his life as he started studying the topic of personal finances in more detail while always trying to acquire more knowledge for advising in the best interest of his prospect. The result was that he stopped selling Insurance policies and started recommending products as per people’s needs.
He pursued his Certified Financial Planner (CFPCM) certification offered by Financial Planning Slandered Board of India and started working in this industry with reputed firms with fee-based financial planning.
He went on to become a Registered Investment Adviser with SEBI in December, 2013.
His long and rich experience in the ‘Personal Finance’ field of over a decade is at the roots of Ocean Wealth Solutions and its establishment in 2013.
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.
Certified Financial Planner
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB),the international owner of the CFP mark outside of the United States.
Please visit http://www.fpsbindia.org to know more about CFP Certification
SEBI Registered Investment Adviser:
SECURITIES AND EXCHANGE BOARD OF INDIA (SEBI) has a strict control on the practice of a SEBI Registered Investment Adviser (RIA). The RIA has to follow all the compliance as guided by SEBI and maintain all the records related to the advice given to clients. He has to advice clients based on their risk profiling. He also has to disclose all the disclosures related to his scope of services, fees charged, conflict of interest (if any), any other remuneration apart from the fees.
So you can trust a RIA for a lawful, ethical and quality advisory services.
Please visit www.sebi.gov.in to know more about SEBI Registered Investment Advisers.