How To Build Wealth as an NRI (CFP Reveals Secrets)

What this episode covers

In this episode, my guest is Vrishin Subramaniam. Vrishin is a CFP (Certified Financial Planner) who is on a mission to help NRIs achieve financial freedom - by helping them be millionaires. Vrishin helps provide a blueprint that can be followed by anyone in the US in the capacity of a student or a working professional. We discuss:How to build wealth as a student, best practices and some common pitfallsHow to build wealth as a salaried employee on OPT (and STEM OPT)How to deal with student loansInvesting in India vs the USWhen sending remittances to home country is a good planHow to optimize investments including 401ksWhat to do with investments when one has to head back to home countryWhen becoming a home-owner is a good ideaAnecdotes/success stories of helping clients --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Resources:Vrishin’s LinkedIn: https://www.linkedin.com/in/vrishin/Timestamps:(00:00) Intro and Background(03:01) Journey from Electrical Engineer to CFP(07:37) Why focus on Financial Planning for NRIs (10:16) Establishing a CFP practice (13:37) Best practices to build wealth as students(17:29) Best practices to build wealth as a full-time employee (OPT)(21:22) Investment and student loans - recommendations and playbook(26:09) Remittances to home country and why(29:06) What to do with investments while leaving US forever(35:08) Best practices to build wealth on an H1B(38:54) Home ownership - yay or nay?(42:45) Anecdotal client case-studies from Vrishin’s experience (46:50) Outro + gratitude

Share this episode

Similar Episodes

The Hobbit by J. R. R. Tolkien Audiobook, Chapter 19 of 19

Sep 22, 2023 ·20m

The Hobbit by J. R. R. Tolkien Audiobook, Chapter 18 of 19

Sep 22, 2023 ·20m

The Hobbit by J. R. R. Tolkien Audiobook, Chapter 17 of 19

Sep 22, 2023 ·27m

The Hobbit by J. R. R. Tolkien Audiobook, Chapter 16 of 19

Sep 22, 2023 ·14m

The Hobbit by J. R. R. Tolkien Audiobook, Chapter 15 of 19

Sep 22, 2023 ·24m

The Hobbit by J. R. R. Tolkien Audiobook, Chapter 14 of 19

Sep 22, 2023 ·22m

Similar Podcasts

HOMELAND HOMELAND The Church is a body not a building. It's the bride of Jesus Christ! Jesus is coming back for a mature bride. That means it's time for the church of Jesus Christ to move from milk to meat. This is the hour of maturity!HOMELAND is an announcement that the church is being set free. Only the church has the ability to transform the world. The kingdom's of this world will become the kingdoms of our Lord and Savior!All of creation has been waiting for this moment! Sons and daughters of God are rising up and taking their seat! PodQuesting Dwight J Randolph- WolfShield Media PodQuesting: -By WolfShield Media and Dwight J RandolphJoin us on an exciting journey to master the world of fiction podcasting! At PodQuesting, we document our quest to improve and innovate, sharing valuable insights, strategies, and behind-the-scenes tips along the way. Whether you're an experienced podcaster or just starting your first show, our podcast is your go-to resource for everything podcasting.Discover practical advice, creative techniques, and lessons from our own experiences as we explore the ever-evolving podcasting landscape. Ready to level up your skills and embark on this adventure with us? Tune in and join the quest!Have questions or feedback? Reach out to us at [email protected] and visit our website:WolfShield.Media LIGHTS, CAMERA, SMILE! Creatives Club Media Lights, Camera, Smile, is a podcast for anyone with a dream to share something with the world, out of the overflow of themselves - be it their mind, their heart, their personalities, and much more. Each of us are alive in this moment in time, with an innate ability to have ideas and create various things to benefit both ourselves and the people around us for a reason, and here, you will find the encouragement, the inspiration, and the motivation to do just that. Hosted by Cicily, founder of Creatives Club, she dives into various topics surrounding creativity and business. Exploring entrepreneurship for creatives in a corporate reality, sharing tips and tricks in a media centered company, answering questions regarding what a creative actually is are just a few of the things discussed on this podcast. Be encouraged to create for yourself as Cicily gets vulnerable by pivoting the camera to herself for the first time.To submit questions for Cicily to answer, or have her address certain t Solving for Change MOBIA Technology Innovations Solving for Change welcomes business and technology leaders to share stories of bold business transformation within complex organizations. In an era when technology and markets are changing around businesses, the key to staying competitive is to evolve in response to those changes. MOBIA’s Mike Reeves and Marc LeBlanc investigate business transformation, deconstructing the challenges, ambitions, and market disruptions that drive companies to embark on transformation journeys, and exploring their unique approaches to achieving meaningful outcomes. What sparks leaders to pursue business transformation? How do they overcome the challenges along the way? What are the keys to creating enduring change? Through in-depth conversations with business and technology leaders, Mike and Marc answer these questions and explore how businesses evolve by pulling four key transformation levers: people, process, technology, and culture.

Frequently Asked Questions

How long is this episode of Ready Set Do?

This episode is 46 minutes long.

When was this Ready Set Do episode published?

This episode was published on July 3, 2024.

What is this episode about?

In this episode, my guest is Vrishin Subramaniam. Vrishin is a CFP (Certified Financial Planner) who is on a mission to help NRIs achieve financial freedom - by helping them be millionaires. Vrishin helps provide a blueprint that can be followed by...

Can I download this Ready Set Do episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.