The approach
Your money already has a plan. Nobody wrote it down.
Not another app, not another tip channel. Goal-based financial planning across everything you own, with one team and one person accountable for your progress.
The shift is simple.
A living plan, run every day.
A plan is not a document you file away. Every goal is tracked live, and your advisor plus the platform keep it on course.
Discover
Map your full financial life: goals, income, risk appetite, life stage.
Plan
Build a goal-based plan: savings rate, allocation, tax structure, protection.
Allocate
Deploy across the right mix: equity, debt, real estate, fixed income, insurance.
Monitor
Track drift, performance, tax windows and goal progress, continuously.
Rebalance
Adjust as markets move and life changes. Stay on the path to ₹100 Cr.
People like you.
The senior professional
You earn more than you ever expected and have less time than you've ever had. Investments are scattered across a decade of good intentions. Tax eats more than it should.
The founder and operator
Your net worth is your cap table. The company gets everything; your personal balance sheet gets what is left. Those need to be separated before the next round, not after.
The global Indian
You earn in dollars or pounds, own in rupees, and nobody on either continent sees the whole picture. We coordinate both sides, through a dedicated financial advisor practice for NRIs.
Too small for private banks. Too sophisticated for DIY apps.
That is the gap Oliv exists for. Rohit came to advisory from the investing side of the table: years spent evaluating companies and managing serious capital through bull runs and drawdowns alike. The playbook you get is the one that survived them.
You focus on earning. We'll handle the wealth.
Investments, real estate, fixed income, insurance and tax, planned together, owned by one team, tracked on one dashboard. Done consistently, with someone accountable for the outcome, that is how ₹100 crore stops being a dream and becomes a plan.
Already have an advisor? Book a second opinion instead. We'll tell you if your current plan is fine. Pick a slot and say "second opinion" when the form asks what you want looked at.