Concierge Workspace

Prosperity planning, compliance evidence, and advisory intake in one lane.

This portal is the operational surface for high-trust finance engagements. It exposes the live intake channel, current compliance library, seeded calculators, and the editorial intelligence feed backing Vinita Financial’s advisory motion.

2Insights live
3Compliance documents
3Advisory calculators
2Marketing queue items

Intelligence Feed

Current editorial and policy material seeded in the finance content registry.

prosperity

Lakshmi-Led Wealth Operating System

How Vinita Financial synchronises prosperity rituals, analytics, and compliance for sovereign families.

Updated 2025-10-27T02:21:25.441057Z

Open insight

compliance

2025 Compliance Readiness Playbook

HIPAA, GDPR, FINRA/SEC, and ACA obligations mapped with living evidence templates.

Updated 2025-10-27T02:21:25.441057Z

Open insight

Compliance Library

Current downloadable artifacts published through the finance content registry.

Privacy & Data Protection Policy

Full privacy programme with intake encryption, breach notification protocol, and PHI handling rules.

Category: HIPAA / GDPR · Updated 2025-09-18T12:00:00Z

Download document

Data Security Overview

Architecture diagram, Tyler enclave controls, SOC 2 mappings, and penetration test summaries.

Category: Cybersecurity · Updated 2025-08-02T16:30:00Z

Download document

Covered California Disclosures

Certified Covered California agent statement, conflicts of interest, compensation transparency.

Category: ACA · Updated 2025-05-11T09:00:00Z

Download document

Advisory Calculators

Structured calculators already live behind the finance API and ready for operator use.

ACA Premium Estimator

Estimate potential premium tax credits before a formal Covered California consult.

Output: Approximate monthly subsidy and expected household contribution.

HSA Contribution Planner

Determine current-year HSA contribution ceilings including catch-up allowances.

Output: Maximum allowable contribution including catch-up amounts.

Wealth Impact Allocation

Balance liquidity events across prosperity capital, abundance offerings, and care reserves.

Output: Suggested allocations across abundance, care, and prosperity capital.

Marketing Automation Queue

Recent signal items waiting on editorial disposition in the finance content lane.