Navigating Wealth,
Crafting Legacies
Welcome To Ocean Wealth
Welcome To Ocean Wealth
Strategic Guidance for Sustainable Success
Ocean Wealth LLP is a boutique financial services firm headquartered in Mumbai, renowned for its unwavering commitment to delivering bespoke investment and wealth management solutions. Since our inception in 2012, we have been crafting personalized financial strategies for high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), and businesses across the globe.
Grow smarter, faster with Bizio Consulting
4.9/5 Rating
How does it work?
Partner
Trusted by 550+ companies Worldwide
Our Services
Innovative consulting services
About Bizio
Innovative consulting for a changing business landscape
Founded in 2012, Ocean Wealth LLP has grown into a trusted name in the financial services industry. Over the past decade, we are managing relationships with over 1,000 clients from diverse locations, including India, Singapore, U.A.E, Australia, U.S., and U.K. Our global reach and local expertise allow us to address the unique financial needs of our clients, helping them navigate complex markets while safeguarding and growing their wealth.
Years of collective experience
Remarkable client satisfaction rate
Successfully created projects
Your Goals Are Our Top Priority.
Luke Binder - CEO Bizio
Case Studies
Client Success Stories
Market Entry
- InterEX
- January, 15 2024
Financial
- DisCOM
- February, 23 2024
Financial
- FinFirm
- March, 18 2024
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Our Process
4 Easy Steps to Achieve Your Goals
01
Initial Consultation
02
Planning & Solution
03
Implementation
04
Review and Support
there are some Results we have already achieved together!
For Whom
We will help you achieve all your business goals
We cater to HNI and UHNI clients. Our clientele includes successful entrepreneurs, business leaders, and global professionals seeking sophisticated wealth management solutions
- Expertise in Various Industries
- Customized Solutions
- Data-Driven Insights
- Commitment to Client Success
- Experienced Team of Professionals
- Efficient Implementation Support
- Focus on ROI and Growth
- Consultant Experts In Their Field
Pricing
Flexible pricing that scales with your business
Basic Package
$48.99/Month
Including:
- Initial 1-hour consultation
- Basic financial analysis
- Identification of quick-win opportunitie
- 1-hour progress review call
- A concise report with recommendations
Standard Package
$69.99/Month
Including:
- Full business assessment
- In-depth financial health evaluation
- Market research & competitive analysis
- Strategic plan for growth
- Monthly 1-hour strategy review calls
Premium Package
$89.99/Month
Including:
- Comprehensive assessment
- Tailored financial modeling & forecasting
- trategic planning for multiple functions
- Quarterly on-site or virtual workshops
- weekly strategy calls & progress tracking
Testimonials
What our valuable customers said
Below are some reviews from our clients about our business and financial consulting services.
Founder InterEX
"We have worked with a number of consultants over the years, but none have provided the strategic value that Bizio did. They helped us redesign our financial forecasting system, enabling us to predict trends and make more informed business decisions!"
Owner FinFirm
"As a small business owner, I was struggling to make sense of complex financial data. Bizio not only provided clarity but also helped me streamline my accounting processes, saving time and money!"
CEO DisCOM
"The guidance and consulting we received from Bizio were game-changing. Not only did they help us optimize our investments, but their advice on risk management!"
Owner ManFirm
"Working with this team completely transformed our financial strategy. Their deep understanding of market trends and risk management helped us navigate turbulent times!"
Founder LogiCO
"The business consulting team provided invaluable insights and strategies that helped us refine our market positioning. Their tailored solutions allowed us to streamline operations!"
Owner FinINS
"We reached out to Bizio when our company was facing financial challenges that were impacting our growth. Their deep understanding of financial strategies helped us stabilize our cash flow and improve profitability!"