EB-5 Full Service Advisory

Navigate the EB-5 Visa Program with confidence. Our experienced team helps you make the right investment decisions for a smooth and secure path to a Green Card.

Why choose Us?

Why you should work with EB-5 Resources?

There are close to 700 Regional Centers currently registered with USCIS. Not all of them have projects, quite a few have never successfully completed a full EB-5 project lifecycle, and many lack proficiency in the EB-5 process and regulations. In fact, the USCIS website categorically states:

Constitute USCIS endorsment of the activities of that regional center

Guarantee compilance with U.S securities

Minimize or eliminate risk to the investor

USCIS does not do financial due diligence on EB-5 projects, determine project viability, or screen project principals for creditworthiness or experience. USCIS’s only mandate is to ensure that the required investment has been invested in the EB-5 project and at least 10 jobs per investor have been (or have the potential to be) created. 

Similarly, while immigration lawyers can advise on the legal criteria of the petition and program, they are not trained to give advice on the financial aspects of an EB-5 project.

Pursuing EB-5 requires risk and involves a substantial investment. Working with an EB-5 advisor to complete an objective, independent analysis of not only the project, but the professionals involved in every step of the process is imperative to protecting your investment of both money and time and giving you the most viable route to a green card.

Full Service Advisory

How Exactly We Prepare You For EB-5

Explore all the wide variety of focused services we offer to support you in your EB-5 journey

Project Evaluation and Selection

On every EB-5 project we recommend, we first conduct a rigorous, multi-layered evaluation to ensure that every EB-5 investment opportunity meets the highest standards of compliance, security, and long-term viability. We evaluate financial, operational, and execution risks to assess the likelihood of capital return and immigration success.

Project Due Diligence

We perform comprehensive due diligence on project sponsors and key personnel to validate experience, credibility, and track record. We assess project viability under current and projected economic conditions to ensure resilience across market cycles. We analyze the project's capital structure to ensure EB-5 investors occupy a secure position with clear repayment pathways.

Connection with Immigration Attorneys

I connect you with top EB-5 immigration attorneys who offer a free consultation tailored to your needs. While I have deep experience in EB-5, legal advice is best provided by an attorney. The attorneys I work with have filed hundreds of I-526E petitions and are known for their thorough, diligent preparation—essential for petitions that often exceed 500 pages.

Tax Planning

I always advise clients to begin their tax planning immediately after filing the I-526E petition. Once you become a conditional green card holder, you gain the full benefits—and responsibilities—of U.S. permanent residency, including global tax obligations. This means you must report your worldwide income. Early planning helps ensure compliance and avoids unexpected tax consequences.

Visa Interview Preparation

Having gone through EB-5 process myself, I understand how intimidating the interview can be. To help you, I offer mock interview sessions for you and your family ahead of your interview. Complementing your attorney’s legal guidance, I’ll help you rehearse key points about your investment, advise on appropriate body language and attire, and work with you to thoughtfully prepare your responses to the visa officer’s questions.

Project Performance Monitoring

I actively monitor construction and job creation progress across all of my clients’ EB-5 projects, conducting regular site visits to verify development milestones and interview project team members firsthand. By tracking potential delays and performing ongoing due diligence, I stay alert to any changes that could impact project completion or compromise the security of your investment.

Case Problem Assistance

I remain committed to supporting my clients through every stage—even when challenges arise. Despite the fact that most EB-5 cases proceed smoothly, USCIS decisions can be influenced by policy shifts or political pressures. Whether you're facing delays, a project issue, or an unexpected denial, I don’t walk away. I work alongside top legal professionals to help triage the situation. I am relentless in advocating for your immigration and investment success.

Ongoing Support

Your EB-5 investment is not a single one step process. From initial project evaluation to investment to the various steps of the EB-5 process and finally to repayment, I will be by your side. I am only a phone call or email away assisting and answering your questions throughout your EB-5 journey, so you can always have that peace of mind.

Why choose us?

Your Trusted Partner in EB-5 Success

Meet Ashok

With over 17 years in the financial sector, Ashok’s journey began in his family’s publicly listed steel company in India. His passion for investment grew as he raised capital and researched global opportunities. After completing his master’s degree from the University of Houston, Ashok earned his EB-5 Green Card through his own investment. Now a qualified EB-5 Financial Advisor, he’s dedicated to guiding clients through the complex EB-5 process.

Ashok specializes in supporting investors throughout the entire EB-5 process. From identifying the right project to navigating USCIS requirements, AOS filings, Consular processing, interviews, and achieving permanent residency, he is committed to ensuring a seamless experience. His mission is to empower investors with the clarity, confidence, and support needed to not only secure their green card but also protect and maximize their investment.

Work With Us

Proven Expertise

With years of experience in EB-5 advisory, we’ve helped families worldwide secure their U.S. residency. Trust our track record of success.

Tailored Solutions

We understand that every investor is unique. Our personalized approach ensures your EB-5 journey aligns with your goals and circumstances.

Comprehensive Support

From initial consultation to final application, we provide end-to-end guidance, making the complex EB-5 process simple and hassle-free.

Value Services

Value Added Services

Here are the ways in which we can help you reach your EB-5 investment goals.

Project Performance
Monitoring

I personally visit EB-5 projects, track construction and job creation progress, and interview project teams on-site. I identify delays early and conduct ongoing due diligence to help safeguard your investment.

EB-5 Industry Rules
and Regulations

I stay closely connected with EB-5 industry updates, including rule changes, processing trends, and project-level investor approvals. You’ll stay informed about the latest developments that could impact your case.

Process Assistance in the Event of
a Problematic Case

Even the safest plans can face unexpected risks. If issues arise, I connect you with top attorneys who specialize in salvaging difficult cases and advocate alongside you until your immigration goals are met.

Expedite
Requests

If your circumstances change, I’ll assess your eligibility for expedite requests and guide you through the process. I’ve successfully helped clients, including frontline workers, fast-track their cases.

Visa Interview
Preparation

Having personally gone through EB-5 consular processing, I’ll prepare you and your family through mock interviews, guidance on body language and presentation, and advice on answering key questions.

Pre and post-immigration Tax/
Estate Planning

Navigating U.S. tax laws is critical once you receive your green card. I connect you with expert CPAs and tax attorneys to plan early, avoid penalties, and ensure compliance with IRS and global tax rules.

What Our Clients Say

100% of our clients have been satisfied with our services and advice

As a new EB-5 investor, I had no idea what to look for but you patiently walked me through every project and clearly explained the risks. Your honest, thorough guidance helped me choose with confidence. What I appreciated most was your genuine support, not just with the process, but even offering help on personal matters like my birth certificate. Knowing I could count on you is why I wholeheartedly recommend you to others.

N. S.

Cupertino, CA

Ashok has been my friend, philosopher and guide throughout my EB-5 journey. Ashok's calm demeanour, professorial knowledge of the EB-5 labyrinth and above all the space he gives you to arrive at decisions organically makes him the perfect partner for your EB-5 adventure!

A. M.

Santa Clara, CA

I’m thankful for the guidance and support I received throughout the EB-5 process from Ashok. From helping me evaluate the right investment project to connecting me with a trusted attorney, every step was made easier. I highly recommend his expertise to anyone navigating this journey.

A. W.

Johannesburg, S. Africa

Questions

Frequently Asked Questions

The EB-5 immigrant investor program allows two routes for investors:

1. Direct EB-5 Investment:

In a direct investment project, the EB-5 petitioner invests capital in a new commercial enterprise that creates a minimum of 10 direct,full-time qualifying jobs. A direct job is defined as that in which the employee is a W-2 employee of the new commercial enterprise.

This route is commonly taken by investors who want to start and operate their own business in the U.S., invest in a startup company, or buy into an existing enterprise. Investors that choose this route would likely invest in an operations-based business (as opposed to real estate projects) due to the limited scope of qualifying jobs.

It is important to note that for any EB-5 investment, the requisite jobs must be created as a result of the investment. So, for those choosing the direct EB-5 route and investing in existing enterprises, be sure that the business has a plan, and the likely prospect, of creating additional jobs with your investment.

To ensure your petition is properly prepared for submission to USCIS, it is important to work with an experienced immigration attorney, business plan writer, and tax consultant.

2. Regional Center EB-5 Investment:

A Regional Center is an entity that is designated by USCIS to promote economic growth in a specific region by sponsoring and managing projects that are funded with EB-5 capital. As compared to the EB-5 Direct Investment route, which is typically used to funnel investment into individual operating businesses, Regional Centers are used to pool investment from multiple EB-5 investors to fund larger projects, such as commercial and residential real estate development, hotel developments, infrastructure projects, and manufacturing facilities. The investment and job creation requirements are the same in both the Direct and Regional Center routes, but the way funds are structured differ, and Regional Center projects can count both indirect and induced job creation, in addition to direct jobs.

Approximately 90-95% of invested EB-5 capital has been invested through Regional Centers. This model is popular because it offers a turnkey investment solution for investors:

Investors are not actively engaged in day to day management of a business
Projects can count indirect and induced jobs, as well as direct jobs
Regional Centers are tasked with tracking data and statistics regarding job creation, which makes process of proving job creation at the final phase of the process easier for investors
Most Regional Center projects are located in a Targeted Employment Area and therefore qualify for the lower investment amount
Prior to investing, I conducted extensive research into both routes and found that the Regional Center option was the better route for me because it allowed me to have minimal involvement in the new commercial enterprise and continue my work.

Because of the knowledge I have obtained through my research and experience, I can guide you through the process for either route.

The EB-5 process can be complicated, and working with experienced advisors and professionals ensures that you avoid common pitfalls that could, at best, extend processing times and, at worst, lead to a denial. The various professionals that typically collaborate on any EB-5 petition include:

1. EB-5 Advisor:

An EB-5 advisor can serve as a quarterback for your EB-5 journey by vetting service providers, engaging in due diligence on projects, and working with you one-on-one to ensure a smooth process. As a FINRA registered Agent I interact with Regional Centers, EB-5 immigration attorneys, securities attorneys, economists, and business plan writers on a daily basis. I constantly conduct due diligence on projects and I remain cognizant of changes in EB-5 policies and regulations. As part of my services, I offer recommendations to investors detailing the pros and cons of each project. If an investor chooses the Direct EB-5 Investment route, I not only provide guidance through the process of successfully establishing the business, but also provide access to my network of professionals to ensure the EB-5 petition is approved by USCIS without a hitch.

2. Immigration Attorney:

Your immigration attorney will assist with immigration planning; develop a source of funds strategy and help compile the associated documentation; and ensure that you remain in compliance with immigration regulations. Your immigration attorney will work with you throughout the process, starting with the I-526 petition and ending with your citizenship application. As the EB-5 process involves multiple intertwined steps, it is crucial that you choose an experienced attorney with in-depth knowledge of the complexities of EB-5 law.

3. Regional Center/Investment Issuer:

The Regional Center manages your investment throughout the EB-5 process. It is important to thoroughly vet the Regional Center by asking in-depth questions about prospective projects and the Regional Center’s track record, and validating the information with our advisor and attorney. As your EB-5 advisor, I can analyze and compare Regional Centers and their sponsored projects so you can select the best fit for your immigration and investment goals.

If you choose the EB-5 Direct route, you will not work with a Regional Center and instead will require additional service providers to complete a comprehensive petition. These include:

4. Business Plan Writer:

The business plan is a crucial aspect of the I-526 petition as it is the document that USCIS uses to determine whether the proposed business will meet the job creation requirements. If you are pursuing an EB-5 visa through the Regional Center route, the associated Regional Center will develop a business plan for each sponsored project that is USCIS compliant, as well as an economic report that projects indirect and direct job creation using approved methodologies. If you are pursuing the Direct EB-5 route, you must furnish your own business plan for the I-526 petition. EB-5 business plans must meet specific criteria set forth by USCIS and are more complex than standard business plans. It’s important to work with a business plan writer that has extensive experience in the EB-5 industry and a successful track record of approvals with USCIS. As your EB-5 advisor, I can connect you with the industry’s leading plan writers.

5. Economist:

Economists develop Economic Impact Reports and can also conduct analyses of project locations to determine whether they are Targeted Employment Areas and, thus, qualify for the lower investment amount.

Economic Impact Reports are typically only used for Regional Center projects, as they analyze direct as well as indirect and induced job creation (the latter of which can only be counted under the Regional Center model). A comprehensive business plan (complete with direct job projections backed by cited industry benchmarks and market data) is sufficient for Direct EB-5 projects.

In the Direct EB-5 route, an economist is needed to conduct an analysis of a project’s location to ensure that it qualifies as a TEA. New regulations that went into effect at the end of November 2019 changed the definition of a TEA, making certain locations more difficult to qualify. An economist can run an analysis of unemployment and labor force data to determine whether a location does or does not qualify. This is important during the project planning process and is also documentation that must be submitted with an I-526 application.

6. Securities Attorney:

A securities attorney can develop operating agreements and company formation documents for new ventures. He or she would also be key in assembling private placement memorandums and offering documents for ventures that are raising capital.

Regardless of the route you plan to take to obtain your EB-5 visa, I can put together the right team to handle your case.

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Ready to Begin Your EB-5 Journey?

Our team is here to guide you every step of the way. Let’s turn your investment into a secure future for you and your family in the United States.

Start Your EB5 Journey