Vrishin Subramaniam
Helping immigrants align their money and their life
Vrishin Subramaniam · Arlington, Virginia
Is this you, Vrishin?
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About
Vrishin started CapitalWe with the intention of helping Indians in the US navigate equity compensation, taxes, and help align their money with their life. An immigrant himself, he found that money was not the destination, but the vehicle.
Who they serve
- High earners
- HENRY (high earner, not rich yet)
- Ultra high net worth
- Early-career professionals
- Newcomers to the US / Canada
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Planning
- Financial Planning
- Investment Management
- Stock Option Planning
- Portfolio Rebalancing
- Portfolio Management
Structured record
| Name | Vrishin Subramaniam |
|---|---|
| Firm | Vrishin Subramaniam |
| Location | Arlington, Virginia |
| Fee model | Flat Fee/Retainer · Hourly Rate · One-Time Financial Planning Fee |
| AUM | Under $25M |
| Founded | 2020 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 |
| Investment approach | Passive management · Blend of both |
| Website | Www.capital-we.com |
| Www.linkedin.com/in/vrishin |
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Specialties
- Equity compensation