Goal-based financial planning
Money mapped to what you're actually working toward — retirement, a home, your kids' education, financial independence.
Money mapped to what you're actually working toward — retirement, a home, your kids' education, financial independence.
The real picture — every asset, liability and commitment. Decisions made against your actual position, not a partial dashboard view.
New job. New city. New child. Business exit. Each one changes the math — and your plan changes with it, not once a decade.
DIY Investing vs Advisory led
Our advisors are not salespeople. If Oliv isn't the right fit for you, we exit.
Free · Nothing to signGoals tied to your life. Investments for your lifestyle. Insurance gaps. Tax positions.
Delivered in 2 daysInvestments placed, insurance closed, tax structuring closed.
End-to-end deliveryOne holistic view of your entire financial life — insurance, tax, investments.
Investor LoginA dedicated advisor who stays with you through every decision.
Ongoing partnershipSophisticated compensation deserves sophisticated planning. Not tax surprises after the fact.
Separate personal wealth from business risk — or be owned by the thing you own.
Together it's a system — and it deserves more than two demat accounts and good intentions.
Every decision touches two tax systems. Generic advice from either country gets the other wrong.
You worked hard to earn money.
Make sure your money works as hard as you did.