A Little About The Two Fishes
Mr. Jay Patel
With over a decade of experience in finance planning and portfolio management, Jay leads the dynamic team of professionals at White Ocean Investment Services LLP. A Chartered Accountant with keen interests in finance and management, he infuses his expertise in portfolio building and goal-based investment planning with pure finesse and practical approach.
Mr. Shardul Patel
With a demonstrated history of achieving organisational excellence across multiple domains, Shardul brings over two decades of experience in finance and business consulting. Always ready to walk the extra mile, he ensures every portfolio is handled with precision, accuracy and care.
Making Finance Work, Simply!
Sensing the gap and need for simple, effective and actionable financial planning, White Ocean Investment Services LLP was established in 2018 to demystify the world of finance by offering purpose-driven investment strategies and solutions. At White Ocean, the focus is as much on timely and successful exits as it is on staying invested across market cycles. With a dedicated team of experienced financial planners, the focus remains on growth while also ensuring capital preservation, ensuring a progressive yet realistic approach.
Vision
To be a leading player in the world of personal and professional finance, ushering transformational growth through exceptional services.
Mission
To help people optimise their investments simply and smartly, leading to sustainable wealth creation.
Value-based Framework
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Client
Industries Served
Crores of AUM
Our Associates
