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.