Building Wealth, Preserving Roots
We help busy Indian tech professionals/families achieve financial independence, while minimizing taxes and reducing money stress.
Trusted by Professionals at Leading Companies
Fee-first financial planning and wealth management that puts you in charge of your future.
Future-Ready Wealth Plans
Tailored strategies to hit your life goals, faster.
Stock & Equity Advice
Maximize your company stock options for long-term gains.
Cross-Border Planning
Smarter management for assets overseas and in the U.S.
Debt & Cash Flow Boost
Balance debt, save smarter, and grow your wealth.
Tax Filing & Strategy
Keep more of what you earn with tax filing and strategy.
Legacy Protection
Secure your family’s future with insurance and estate planning.
Fee-first financial planning and wealth management that puts you in charge of your future.
Future-Ready Wealth Plans
Tailored strategies to hit your life goals, faster.
Stock & Equity Advice
Maximize your company stock options for long-term gains.
Cross-Border Planning
Smarter management for assets overseas and in the U.S.
Debt & Cash Flow Boost
Balance debt, save smarter, and grow your wealth.
Tax Maneuvers
Keep more of what you earn with tax-saving strategies.
Legacy Protection
Secure your family’s future with insurance and estate planning.
Every Move Matters.
Financial planning is like carrom, where every move matters. Our process strategy makes it simple to guide you through the game.
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Discovery
We start by understanding your financial situation and what you're looking for in a planning partnership, with two meetings to ensure we’re the right fit.
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Organization
We consolidate all your financial information in one place, creating a strong foundation for your financial planning by aligning all the pieces together.
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Collaboration
We work together to clarify your objectives, review your finances, and ensure we’re on the same page before diving into detailed planning.
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Delivery
Receive a comprehensive plan and video walkthrough to review on your own time. We’ll refine recommendations and set priorities based on your feedback.
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Accountability
We help you stay on track by managing tasks and checking in regularly. Quarterly reviews and ongoing support ensure you’re always moving toward your financial goals.
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Upkeep
Your financial circumstances evolve, and so should your plan. We’ll revisit it annually, with mid-year updates to keep everything aligned.
ABOUT THE FOUNDER
Vrishin Subramaniam, CFP®
Vrishin Subramaniam, CFP® (he/him), is the founder of CapitalWe, a financial planning firm dedicated to making wealth management accessible for young professionals, particularly those navigating life on an H1B or Green Card.