Wealthsprint
Independent Financial Planning & Wealth Advisory
Thrivelogic Consulting LLP
Recognised under Startup India
Not Just Products. A Full Picture Of Your Money.
Independent financial planning and wealth advisory to turn your 'folder of products' into a real wealth plan.
- Planning first, products later.
- One integrated view of all your investments, policies and goals.
- Clear, actionable roadmaps, not generic advice.
Map → Plan → Execute
Wealthsprint maps your goals, cash flows, risks and taxes, builds a plan, then curates a small set of products with clear roles.
About Wealthsprint
An independent, client-first advisory built for people whose money is scattered across policies, SIPs, NPS, FDs, RSUs/ESOPs and real estate. We follow planning first, products later — the portfolio always follows the plan.
Why Wealthsprint is Different
- Integrated View, Not Just One Product. Policies, SIPs, NPS, ESOP/RSU, FDs and real estate brought together into one coherent picture.
- Specialised Yet Coordinated. We work alongside your tax, insurance and legal specialists so everyone rows in the same direction around one plan.
- Planning First, Products Later. No product-pushing. The portfolio always follows the plan — never the other way around.
- Community & Values-Based Investing. Portfolios that respect faith-based and values-based requirements, including Halal-compliant screens and ESG preferences.
- Professional-Grade Reports. Clients receive detailed, structured recommendation documents — not ad-hoc notes on WhatsApp.
What Wealthsprint Does
Comprehensive Financial Planning
- •Goal mapping: retirement, education, home, travel
- •Cash-flow analysis and surplus mapping
- •Risk profiling and asset allocation framework
Portfolio Clean-Up & Restructuring
- •Review of mutual funds, stocks, NPS, FDs and real estate
- •Identifying overlap, gaps and tax traps
- •Fewer, better-chosen products with clear roles
Tax & Compliance Guidance
- •Foreign assets including RSUs/ESOPs and overseas holdings
- •Disclosure requirements and penalty awareness
- •Coordination with tax experts where needed
Community & Faith-Based Investing
- •Shariah/Halal screening for equity and fund selection
- •Values-aligned portfolios and ESG emphasis
- •Education on risk/return within personal beliefs
HUF Set-Up & Management
- •Guidance on forming a Hindu Undivided Family (HUF) as a separate tax entity
- •Support with PAN, bank account, deed drafting coordination and initial corpus planning
- •Ongoing HUF portfolio structuring, investment strategy and reviews
- •Coordination with CAs on HUF tax filings, gifting rules and compliance
Detailed Recommendation Reports
- •Numbered recommendations across insurance, SIPs, NPS, real estate
- •Tables for allocations and SIP amounts
- •Risk disclosures, next steps and review plan
How the Process Works
01
Discovery Call
Understanding income, assets, liabilities, goals, and constraints.
02
Portfolio Diagnostic
Mapping all policies, SIPs, NPS, FDs, ESOPs/RSUs and properties into one view.
03
Recommendation Report
A structured document with recommendations, rationale and an action plan.
04
Execution & Follow-Up
Help implementing changes plus scheduled review sessions to keep you on track.
Sample Client Outcomes (placeholders)
Before: 20 scattered SIPs across random funds
Plan: Consolidated mapping against goals and risk profile
After: 8 strategic funds with clear roles
Before: Zero clarity on RSUs/ESOPs and foreign assets
Plan: Disclosure review and tax-aware rebalancing plan
After: Tax-compliant, well-documented plan
Before: Only offline policies, no growth strategy
Plan: Protection audit + integrated investment design
After: Coordinated protection + investment strategy
What Clients Say
“For the first time, my SIPs, ESOPs and insurance feel like one plan instead of three separate worries.”
— Senior Manager, Tech
“The recommendation report was the clearest financial document I've ever received.”
— Team Leader, Operations
“They didn't sell me anything — they planned with me first. That changed everything.”
— Consultant, Healthcare
Frequently Asked Questions
Q. Is Wealthsprint a product seller or an independent advisor?
Wealthsprint is an independent advisory. Recommendations follow the plan, not the other way around.
Q. Do you help with existing portfolios, or only new investments?
Both. Most engagements start with a diagnostic of what you already hold before adding anything new.
Q. How do you charge for your services?
Engagements are typically fee-based and discussed transparently during the discovery call.
Q. Can you work with my existing CA or insurance agent?
Yes. We have a dedicated CA on our team for tax matters, and we frequently coordinate with your existing specialists so everyone is aligned around one plan.
Q. Do you support faith-based investment requirements?
Yes — including Shariah/Halal screens and other values-aligned frameworks.
Q. How often will we review my plan?
Reviews are typically scheduled semi-annually, with check-ins when material life or market events occur.
Q. Can you help me set up and manage an HUF?
Yes. We guide you through forming a Hindu Undivided Family — PAN, bank account, deed coordination and initial corpus — and then manage the HUF portfolio alongside your individual plan, working with your CA on tax filings and compliance.
Ready to turn your folder into a real wealth plan?
Let Wealthsprint be the control room for your entire money life. Schedule a consultation or request a sample recommendation report.
Contact
Registered as Thrivelogic Consulting LLP under Startup India