CapitalWe

CapitalWe is a fee-only fiduciary attempting to make financial planning, and the concepts of financial literacy available to everyone.
I founded CapitalWe to provide financial guidance and support to immigrants like me, who come to the USA to work in the tech industry - an industry that offers many financial opportunities but comes with significant challenges and complexity. 

I believe that women in tech need to focus on both career and financial opportunities. I provide financial guidance, yes, but just as important, also a connection to a broader community of professionals who can help you succeed in the industry. 

When you work with me, you have 24/7 secure access to our work online, we focus on the issues particularly of concern to you (ex.stock compensation, salary negotiation, savings goals), we hold you accountable to the strategy we create together, and you'll become knowledgeable and prepared enough to confidently make decisions for yourself and your career.

CapitalWe is a virtual, fee-only financial planning firm, a Registered Investment Advisor in the states of Virginia, Texas and California. We serve clients everywhere.

Financial Planner, Founder

Landmark Health

I am passionate about building and shipping software products. In my role as a Product Owner, I have implemented several key product areas, which bridged the gap between strategic product vision and tactical product delivery. In my current role at a healthcare company, I work with product managers, engineers, data teams, clinicians, operators, and partner success teams to transform strategic intent into fully elaborated requirements in the form of user stories, feature specifications and acceptance criteria.

- Working closely with all levels of end users, including executive level staff, to quickly understand new requirements or problems, and then design possible solutions
- Managing various stakeholders representing different teams - executive, clinical, business, technology and product end users. 
- Facilitating sessions to elicit requirements or understand problems and serve as a Subject Matter Expert to suggest possible solutions or workarounds
- Gathering and performing thorough analyses of all the information available.
- Enhancing business processes when applicable.
- Creating and documenting the business requirements.
- Communicating with the product team OR development team to schedule development of system configuration or modifications and/or new modules.
- Developing test cases and perform testing to ensure requirements are met for system modifications or data extracts.

Product Owner

ITC Infotech

Product co-owner for RADAR (Real-time Analytics Dashboard for Application in Retail), a Big Data analytics tool for use by Retail and Consumer Goods clients, and a competitor to Salesforce’s Radian6 platform.
-   Currently managing multi-million dollar implementation of RADAR for targeted marketing with a European bank
-   Performed requirement gathering and analysis to create product roadmap and Go-to-market strategy
-   Designed wireframes for implementing banking dashboards with drilldowns which visualized data 80% faster 
-   Modularized product offering to create 3x the use cases for the same tool, across a wider range of business sectors
-   Worked closely with developers for improved release management and deploy code half a cycle faster
-   Led meetings with stakeholders of projects ensuring smoother collaboration to maintain project schedules and identify cost reduction structures

Associate Product Manager

-Full stack engineer involved in building a Big Data recommendation engine for Retailers. Working with PHP in backend to query SOLR databases and using Javascript and Highcharts for visualization on front end. 
- Preparing HTML5 mockups having dynamically responsive websites with a better UX for end customers
- Pitched product to clientele in collaboration with Technical Sales team to gain new customers

Software Engineering

- Technical sales intern with the Process Automation team (Cement).
- Worked individually on a tender for the specifications of a client for best cost estimate
- Coordinated closely with the client to cater portfolio products to their needs

Technical Sales Intern

The Nice Package

-Working mainly in the role of sales and customer vendor relationship management
-Make presentations to companies in order form partnerships for the business
-Preparing for product launch on campus to engage a wider customer base

Sales Executive

ReGen Powertech

Worked mainly in the Engineering Technology (E&T), Engineering Development (E&D) departments
-Spent two weeks at the factory to gain an in-depth look into the technology being used and assembly of the entire electrical setup of wind turbines
-Worked to test local control board to implement in the IGBT(Insulated Gate Bipolar Transistor) stack
- Interacted with members of various departments to obtain all round understanding of the company and the industry

Summer Research Intern

Copper Chimney

-Responsible for keeping financial tally for the weeks earnings and expenses
-Assisted in the main restaurant to learn about hospitality industry

Accounting and hospitality Intern

MCap Fund Advisors

-Was a Computer Assistant, responsible for the installation and updation of softwares, 
backing up computers and troubleshooting hardware and software problems

-Managed the Internet troubleshooting and Internet security

IT Intern

AURO MIRA ENERGY

-A company producing renewable energy to sell to the Government.
-Interned under the position of Site Inspector.
-Observed the main operations of the power plants.
- Visited multiple types of plants-ranging from hydel to biomass.

Saath Not-for-Profit Organization

-A Not-for-Profit Organization empowering the slum dwelling population locally.
-Information attending and public relations of the "Urmila-Home Manager" project
		-Studied the novel structure of empowering the downtrodden people and females
		- Wrote a report analyzing their Microfinance and Savings programs

Intern

I'm the Founder and Lead Planner at CapitalWe, a virtual fee-only financial planning firm to provide financial guidance and support to immigrants who work in the tech industry. CapitalWe is a Registered Investment Advisor in the states of Virginia, Texas and California.

I have had to learn about money, equity compensation, the US tax code, and wealth building the hard way after moving to the US at the age of 17. I want to make it easier for all of you to learn and get a jumpstart on your wealth building journey.
My philosophy is simple. I believe that: 

1. You need the right foundation before you can compound
2. There is no ONE way to get rich
3. You can do a lot with a little, but you need to know the ins and outs of the system
4. There is a concept of ENOUGH.
5. Personal Finance is Personal, so what works for someone else might not work for you

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