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About InvestMates

Your trusted partner in the wealth creation journey.

Built for global Indians managing wealth across two countries — a dedicated team and a platform that finally see the full picture.

Our Vision

A wealth Sherpa for the global Indian.

Like climbing the Himalayas, building wealth requires careful planning, expert guidance, and unwavering dedication. As a global Indian, your financial aspirations — from securing your child's international education to building a cross-border retirement portfolio — deserve a partner who truly understands your unique journey.

InvestMates is your wealth Sherpa, combining sophisticated technology with human insight to make complex financial decisions feel natural and accessible. Our platform seamlessly integrates your cross-border financial needs into one intuitive dashboard, while our 'Augmented Intelligence' approach ensures you get personalized guidance throughout your journey.

We're not just another financial app — we're your dedicated companion who understands your global lifestyle and is committed to helping you reach your financial summit, one milestone at a time.

Team discussing cross-border financial strategies
Founder's Letter

Hear from our founders.

Prakash, CEO & Founder of InvestMates

Prakash

CEO & Founder

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During my leadership roles at Microsoft, HCL, and Accenture across multiple countries, I faced a challenge — managing cross-border wealth effectively. Like millions of others, I found myself maintaining complex spreadsheets, trying to track and plan my investments across different countries.

When I sought professional help, I was disappointed to discover that most investment advisors were driven by commissions rather than my financial success. The advice I received wasn't truly aligned with my best interests.

As I spoke with fellow Indian community, I realized this wasn't just my problem. The statistics were shocking: 99% of NRIs lack access to proper financial planning due to high costs and unrealistic minimum investments. This isn't just a statistic; it's a fundamental problem that needs solving. Quality financial planning shouldn't be a luxury — it should be accessible to everyone.

My name ‘Prakash’ means brightness in Sanskrit, and it perfectly aligns with my purpose. Drawing from my expertise in engineering, product management, and business leadership, I founded InvestMates — a comprehensive digital wealth management platform designed specifically for the global Indian community.

Through InvestMates, we're democratizing access to sophisticated financial tools and building what I wished existed during my own cross-border journey. This isn't just a business; it's our mission to transform how global Indians manage their wealth — making professional financial guidance accessible, affordable, and truly aligned with their interests.

PrakashCEO & Founder, InvestMates
Advisory Board

Specialists who handle the cross-border details.

CPAs and Enrolled Agents who have spent decades on US-India taxation, compliance, and treaty planning — guiding our advisory standards.

Krishnan Subramanian, CPA · Cross-Border Tax Advisor

Krishnan Subramanian

CPA · Cross-Border Tax Advisor

15+ yearsCPA

Krishnan has over 15 years of experience in US and India taxation. He handles FBAR, FATCA, PFIC, DTAA, and cross-border capital gains for NRI clients. He structures tax-efficient plans that look at both countries together — ensuring treaty benefits are applied correctly and compliance obligations are met on both sides.

Gangaraju Hanumaiah, US International Tax Specialist

Gangaraju Hanumaiah

US International Tax Specialist

19+ yearsEA · IRS Enrolled Agent

19+ years of experience with international tax compliance for individuals and businesses. Handles US federal filings, FBAR, FATCA, and complex cross-border situations. Gangaraju leads compliance engagements for NRIs managing obligations in both countries simultaneously.

Core Team

Meet the people behind InvestMates.

A team of operators, builders, and specialists crafting innovative solutions tailored for every global Indian.

Rakesh Kalyankar, Dev Lead / CTO

Rakesh Kalyankar

Dev Lead / CTO

Leading the charge for innovative solutions.

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Ankit Dhiman, Product Lead

Ankit Dhiman

Product Lead

Uniting teams for a common vision.

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