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We plan your financial life.

01

Goal-based financial planning

Money mapped to what you're actually working toward — retirement, a home, your kids' education, financial independence.

02

Net-worth assessment

The real picture — every asset, liability and commitment. Decisions made against your actual position, not a partial dashboard view.

03

Life-event analysis

New job. New city. New child. Business exit. Each one changes the math — and your plan changes with it, not once a decade.

Where will you be in 15 years?

DIY Investing vs Advisory led

What you have today₹50 L
What you invest monthly₹1.0 L
Years from now15 yrs
DIY (7%) Advisory (12%)
DIY₹0
Advisory₹0
The cost of guessing₹0
Fix it today

Five steps. Zero Mystery.

i

Discovery

Our advisors are not salespeople. If Oliv isn't the right fit for you, we exit.

Free · Nothing to sign
ii

Planning

Goals tied to your life. Investments for your lifestyle. Insurance gaps. Tax positions.

Delivered in 2 days
iii

Execution

Investments placed, insurance closed, tax structuring closed.

End-to-end delivery
iv

Platform

One holistic view of your entire financial life — insurance, tax, investments.

Investor Login
v

Handholding

A dedicated advisor who stays with you through every decision.

Ongoing partnership

Who is this for?

Salary, ESOPs, RSUs — and no plan connecting them.

Sophisticated compensation deserves sophisticated planning. Not tax surprises after the fact.

  • ESOP / RSU strategy
  • Concentration risk
  • Tax on vesting
  • Financial independence math

The business is the portfolio. That's the problem.

Separate personal wealth from business risk — or be owned by the thing you own.

  • Personal vs business
  • Exit planning
  • Liquidity structuring
  • Key-person cover

Two incomes, one property, school fees on the horizon.

Together it's a system — and it deserves more than two demat accounts and good intentions.

  • Education funding
  • Home loan strategy
  • Joint tax planning
  • Family cover

Money in two countries, advice in neither.

Every decision touches two tax systems. Generic advice from either country gets the other wrong.

  • Cross-border tax
  • India routing
  • Repatriation
  • Return-to-India plan

Leading wealth-tech platform for middle India

0+ Discovery calls
0+ Families onboarded
0+ Yrs institutional experience
0 Cr AUM under advisory
CA · Chartered Accountants AIF · Private credit backgrounds Global · tax background Private · Wealth

Ask us the hard questions.

Disclosed planning fees, plus disclosed distribution commissions where we facilitate products — all in writing before you commit. The plan comes first; we never bury our economics inside a product you didn't need.
Your money never sits with Oliv. Everything is held in your own name with regulated custodians, fund houses and depositories. We advise; we never pool or hold client funds.
Stated upfront on the first call, confirmed in writing. A planning fee for the initial plan; a simple ongoing arrangement after. If the economics don't make sense for you, we'll say that too.
30 minutes with an advisor. You describe your situation; we identify the two or three issues that matter most and tell you honestly if Oliv is the right fit. No pitch deck. Nothing to sign.
We work best with households earning roughly ₹20L–5Cr a year. No rigid AUM gate — the discovery call is how we both decide if the fit is right.

Serious wealth require serious advice.

You worked hard to earn money.
Make sure your money works as hard as you did.

Book a Free Portfolio Review