What Olgo Helps You Do

Olgo helps you make clear, calm financial decisions by giving your money structure, intent, and context — before you invest anywhere.

It doesn't replace your bank or investment apps. It helps you decide better before you use them.

Bank-Grade Security
RBI-Regulated AA
Mobile First
1

Decide Which Goals Matter Right Now

Most people have many goals but limited clarity on what deserves attention today. With Olgo, you can define and organise your life goals, see which goals need funding now, and understand what can wait.

Example: Clear priorities reduce stress and prevent scattered investing.

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Olgo
Your Goals
Emergency Fund Priority 1
Needs attention now
Dream Home Priority 2
On track
Vacation Can wait
Low priority
2

Connect Your Money to Your Goals

Money is often spread across accounts without a clear purpose. With Olgo, you can map existing investments to specific goals, understand what each investment is meant for, and bring intent to every rupee.

Example: When money has purpose, discipline becomes easier.

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Olgo
Goal: Dream Home
Linked Investments
HDFC Equity Fund ₹8.5L
SBI Blue Chip ₹5.2L
PPF Account ₹3.8L
Total linked: ₹17.5L of ₹50L target
3

Decide How Much You Can Sustainably Invest

It's easy to over-commit in good months and struggle in bad ones. With Olgo, you can decide an investment amount that fits your real cashflow, adapt decisions when income or expenses change, and avoid stopping investments abruptly.

Example: Consistency matters more than intensity over time.

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Monthly Capacity
Income ₹1,20,000
Expenses ₹65,000
Available ₹55,000
Sustainable SIP: ₹25,000/month
Leaves buffer for unexpected expenses
4

See If You're Actually Making Progress

Balances don't always tell you if goals are moving forward. With Olgo, you can see whether goals are on track or need attention, understand progress at the goal level, and spot issues early.

Example: You can't course-correct what you can't see.

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Olgo
Goal Progress
Dream Home On Track
₹17.5L saved ₹50L target
Emergency Fund Needs Attention
₹1.8L saved ₹3L target
5

Know When to Act — and When to Do Nothing

Market noise often leads to rushed decisions. With Olgo, you can get calm, context-aware signals on when action is needed, avoid unnecessary moves, and stay aligned with long-term goals.

Example: Most financial mistakes happen in moments of reaction.

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Insights
No action needed
Your SIPs are running smoothly
Market dip detected
Stay calm. Your goals are long-term.
Review in 3 months
Next scheduled check-in
6

Ask Questions. Get Clear Answers.

Many people don't know who to ask when they feel unsure about a financial decision. With Olgo's Personal AI Coach, you can ask questions about your own finances, understand why Olgo is suggesting something, and get explanations in simple, everyday language.

Example: Clarity builds confidence. Confidence builds discipline.

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Olgo
AI Coach
Should I increase my SIP?
Based on your cashflow, you have ₹5K extra capacity. But your emergency fund needs attention first.
7

See Your Full Financial Picture

Good decisions need context, not pressure. With Olgo, you can view net worth and asset mix clearly, understand expenses in relation to goals, and use this context only to support better decisions.

Example: Context enables better choices without judgement.

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Olgo
Financial Overview
Net Worth
₹28.5L
+12% this year
65%
Equity
35%
Debt
Monthly Savings Rate
46% of income

How Olgo Fits Into Your Life

Olgo doesn't replace your existing apps. It helps you decide better before you use them.

Decision Layer

Olgo sits before execution. You continue using your preferred apps to invest. Olgo helps you pause, prioritise, decide.

Your Data. Your Control.

Uses India's Account Aggregator framework. Read-only access. No forced linking. Share more only when you see value.

Mobile-First

Designed for busy lives - manage your goals anywhere, anytime with our intuitive mobile app.

Calm Over Noise

No predictions. No pressure. Just clear, context-aware guidance when you need it.

Ready to bring clarity to your finances?

Start making calm, confident financial decisions today. No pressure. No complexity. Just clarity.