SBI Securities and Olive Consulting Begin New Financial Services Era
SBI Holdings, led by Chairman and President Yoshitaka Kitao, has made a significant leap alongside its partners, SBI Securities and the SMBC Group, which includes Sumitomo Mitsui Financial Group and Sumitomo Mitsui Banking Corporation. Together, they announced the inception of Olive Consulting, a firm that will integrate innovative financial consulting with essential banking functions. This newly formed institution has received its registration for financial product mediation and has earned permissions to function as a banking agent, marking the start of its extensive operations in the financial services sector.
The collaboration between SBI Group and SMBC Group, which began with a strategic partnership agreement in April 2020, has already led to several innovative financial products. Customers can now utilize their Sumitomo Mitsui credit cards to invest in funds via SBI Securities through a service known as "Mitsui Sumitomo Card Investment Fund." To further enhance their asset management offerings, they decided to launch Olive Consulting in August 2025. This new entity aims to respond to the rising demand for sophisticated and diverse asset accumulation solutions, particularly in the context of the new NISA (Nippon Individual Savings Account) scheme. By integrating the user-friendly online trading functionality of SBI Securities with the specialized consulting expertise offered by Olive Consulting, they aim to create a seamless experience for customers, allowing them to handle everything from asset management to transactions in one place.
Olive Consulting promises to provide an unparalleled experience in asset management that goes beyond traditional paradigms:
1. Digital Asset Management Services
Utilizing Money Forward Home Inc.'s "Money Forward ME," clients can gain a comprehensive view of their entire financial landscape. The platform delivers daily updates and insights on market trends and general investment strategies. Additionally, personalized recommendations for SBI Securities products can be made, allowing clients to compare their asset allocation against expert-designed portfolios.
- Understanding Current Status
Users will have their asset information displayed, which will visualize their existing portfolio based on the aggregated data from Money Forward ME. They will receive timely notifications in case of significant market fluctuations.
- Discovering Issues
Clients can compare their current asset distribution with recommended expert portfolios to identify areas for improvement. They can also simulate the potential fluctuations of their investments based on real-time market data.
- Executing Transactions
Users can log into SBI Securities through the app to trade their owned financial products seamlessly. They can also transact based on the data highlighted in their assessments.
2. Flexible Consulting Services
Clients can engage in asset management consultations tailored to their specific needs via advisors or AI chatbots. These services can be adapted based on the client’s financial status or card ranking, making Olive Consulting distinctively flexible.
- Diverse Consultation Channels
Initial consultations will be facilitated via online meetings, with subsequent discussions available through chat, phone, or in-person visits, as preferred by the client.
- Choice of Advisors
Olive Consulting boasts a team of diverse advisors with various backgrounds. Clients who meet specific criteria can choose their advisor based on themes or other conditions and can ensure continuity by selecting the same advisor for follow-up sessions.
- Customized Expert Teams
For complex queries requiring long-term perspectives, a dedicated team of advisors and other specialists will be on hand to provide comprehensive support. Olive Consulting is also poised to introduce collaborative services with partner companies to enrich the advisory experience.
To enhance the advantages of services provided by Olive Consulting, three enticing perks are available for those who enroll:
1. Annual Fee Waivers
Clients can enjoy waived annual fees for Olive Flexible Pay Visa Infinite (which typically costs ¥99,000) and Olive Flexible Pay Platinum Preferred (normally ¥33,000).
2. Enhanced Credit Card Investment Points
The point accrual rate for the "Mitsui Sumitomo Card Investment Fund" will be increased by an additional 2%, on top of the standard maximum of 4%.
3. Choosing Asset Advisors Freely
Clients can consult asset advisors about their investment concerns, including selection of "premium advisors" for specialized topics requiring higher proficiency.
As Olive Consulting kicks off its operations, it stands poised to revolutionize the asset management landscape in Japan by blending advanced technology with personalized financial advice. The collaborative efforts between SBI and SMBC groups reflect a future-oriented approach toward financial services—one that prioritizes client needs and market dynamics. With Olive Consulting, clients can look forward to a cohesive, tailored investment experience that encompasses digital asset management and personalized consulting, all while enjoying the benefits of exclusive offers.
Founded in 2025 and based in Koto, Tokyo, Olive Consulting is led by President Ken Honda. It focuses on the planning, development, and management of applications and services to enhance client experiences in asset management and life planning. For more information, visit their official website. As Olive Consulting embarks on this journey, it aims to firmly establish its mark in the financial consulting landscape in Japan, with an unwavering commitment to client-centric solutions and unparalleled service delivery.
Purpose of This New Venture
The collaboration between SBI Group and SMBC Group, which began with a strategic partnership agreement in April 2020, has already led to several innovative financial products. Customers can now utilize their Sumitomo Mitsui credit cards to invest in funds via SBI Securities through a service known as "Mitsui Sumitomo Card Investment Fund." To further enhance their asset management offerings, they decided to launch Olive Consulting in August 2025. This new entity aims to respond to the rising demand for sophisticated and diverse asset accumulation solutions, particularly in the context of the new NISA (Nippon Individual Savings Account) scheme. By integrating the user-friendly online trading functionality of SBI Securities with the specialized consulting expertise offered by Olive Consulting, they aim to create a seamless experience for customers, allowing them to handle everything from asset management to transactions in one place.
Overview of Services Offered
Olive Consulting promises to provide an unparalleled experience in asset management that goes beyond traditional paradigms:
1. Digital Asset Management Services
Utilizing Money Forward Home Inc.'s "Money Forward ME," clients can gain a comprehensive view of their entire financial landscape. The platform delivers daily updates and insights on market trends and general investment strategies. Additionally, personalized recommendations for SBI Securities products can be made, allowing clients to compare their asset allocation against expert-designed portfolios.
- Understanding Current Status
Users will have their asset information displayed, which will visualize their existing portfolio based on the aggregated data from Money Forward ME. They will receive timely notifications in case of significant market fluctuations.
- Discovering Issues
Clients can compare their current asset distribution with recommended expert portfolios to identify areas for improvement. They can also simulate the potential fluctuations of their investments based on real-time market data.
- Executing Transactions
Users can log into SBI Securities through the app to trade their owned financial products seamlessly. They can also transact based on the data highlighted in their assessments.
2. Flexible Consulting Services
Clients can engage in asset management consultations tailored to their specific needs via advisors or AI chatbots. These services can be adapted based on the client’s financial status or card ranking, making Olive Consulting distinctively flexible.
- Diverse Consultation Channels
Initial consultations will be facilitated via online meetings, with subsequent discussions available through chat, phone, or in-person visits, as preferred by the client.
- Choice of Advisors
Olive Consulting boasts a team of diverse advisors with various backgrounds. Clients who meet specific criteria can choose their advisor based on themes or other conditions and can ensure continuity by selecting the same advisor for follow-up sessions.
- Customized Expert Teams
For complex queries requiring long-term perspectives, a dedicated team of advisors and other specialists will be on hand to provide comprehensive support. Olive Consulting is also poised to introduce collaborative services with partner companies to enrich the advisory experience.
Exclusive Benefits to Support Asset Management
To enhance the advantages of services provided by Olive Consulting, three enticing perks are available for those who enroll:
1. Annual Fee Waivers
Clients can enjoy waived annual fees for Olive Flexible Pay Visa Infinite (which typically costs ¥99,000) and Olive Flexible Pay Platinum Preferred (normally ¥33,000).
2. Enhanced Credit Card Investment Points
The point accrual rate for the "Mitsui Sumitomo Card Investment Fund" will be increased by an additional 2%, on top of the standard maximum of 4%.
3. Choosing Asset Advisors Freely
Clients can consult asset advisors about their investment concerns, including selection of "premium advisors" for specialized topics requiring higher proficiency.
Conclusion
As Olive Consulting kicks off its operations, it stands poised to revolutionize the asset management landscape in Japan by blending advanced technology with personalized financial advice. The collaborative efforts between SBI and SMBC groups reflect a future-oriented approach toward financial services—one that prioritizes client needs and market dynamics. With Olive Consulting, clients can look forward to a cohesive, tailored investment experience that encompasses digital asset management and personalized consulting, all while enjoying the benefits of exclusive offers.
Corporate Background
Founded in 2025 and based in Koto, Tokyo, Olive Consulting is led by President Ken Honda. It focuses on the planning, development, and management of applications and services to enhance client experiences in asset management and life planning. For more information, visit their official website. As Olive Consulting embarks on this journey, it aims to firmly establish its mark in the financial consulting landscape in Japan, with an unwavering commitment to client-centric solutions and unparalleled service delivery.
Topics Financial Services & Investing）
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