WWealthSprint

Services

What we do — and how it fits together

End-to-end retirement planning, with investments, tax and insurance designed together — for every age and stage of life.

Retirement Planning

The core of what we do — a single, personalized roadmap from your first salary to your last working day and beyond.

What's included

  • Retirement corpus estimation
  • Withdrawal strategy
  • Asset allocation glide path
  • Scenario analysis — early retirement, part-time or phased work
  • Longevity planning

Who it's for

Anyone who wants a number they can plan around: how much, where, and by when.

How it integrates

Sets the target that your investments fund, your taxes protect and your insurance underwrites.

Investment Advisory

Full-spectrum advice tailored to your profile and constraints — not one-size-fits-all product baskets.

What's included

  • Equity, debt, hybrid funds, ETFs and direct stocks (as suitable)
  • AIFs, PMS, REITs/InvITs, gold, international assets, private credit (as appropriate)
  • FDs, bonds, NPS, EPF/PPF
  • Emphasis on direct routes — e.g. direct mutual funds — so you invest in your own name
  • Consolidation of scattered holdings into fewer, better-chosen products

Who it's for

Salaried professionals, business owners and NRIs building wealth alongside their retirement plan.

How it integrates

Your portfolio is sized and shaped to hit the retirement target — never chosen in isolation.

Tax Planning & Coordination

Tax-efficient structure across the plan, with a dedicated CA on our team — and we work with your own CA where filings and complex cases are involved.

What's included

  • Tax-efficient investment structure
  • 80C / 80D / 80CCD, NPS and HRA planning
  • Capital gains planning
  • Retirement-income tax planning
  • HUF set-up and management — formation, PAN and bank account, deed coordination, corpus planning and ongoing HUF portfolio structuring
  • A dedicated chartered accountant (CA) on our team — and we also work with your existing CA for filings and complex cases

Who it's for

Anyone paying more tax than they need to, or juggling RSUs/ESOPs, foreign assets or family structures like HUFs.

How it integrates

Tax thinking shapes your asset mix, withdrawal order and insurance premiums — not an afterthought in March.

Insurance & Risk Management

Protection that matches your plan — reviewed honestly, without the sales script.

What's included

  • Term life, health, critical illness and disability cover
  • Coverage analysis across existing policies
  • Product shortlisting
  • Claim-process support

Who it's for

Families who want cover sized to their real liabilities — not to an agent's incentive.

How it integrates

Cover is sized against your retirement plan's gaps, so the family plan survives any single event.

Investment Philosophy

The full spectrum, chosen for you

We look at the full spectrum of investment options depending on your profile — and often recommend direct routes so you invest in your own name, without intermediaries.

Public markets

  • Equity & hybrid funds
  • Debt funds
  • ETFs
  • Direct stocks (as suitable)

Alternatives

  • AIFs & PMS
  • REITs / InvITs
  • Gold
  • International assets
  • Private credit (as appropriate)

Traditional

  • FDs & bonds
  • NPS
  • EPF / PPF

We do not sell financial products. All recommendations are advisory — investment decisions are yours.

WealthSprint (Thrivelogic Consulting LLP) is not a SEBI-registered investment adviser.

We operate as an independent advisory practice. Where required, advisory is delivered in collaboration with empanelled SEBI-registered investment advisers, chartered accountants and insurance specialists.

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