How and why Indian HNI should consider investing globally? Child's foreign education, business expansion, and quality of life are major reasons for investing globally

1. How and Why - Indian HNIs and UHNIs
should consider investing globally?
Presentation by
Prashant Ajmera
Lawyer, Chairman, Founder & Author

2. How and Why - Indian HNIs and UHNIs
should consider investing globally?
Financial goals
1. Expansion of business
2. Real estate investment
3. Portfolio diversification
4. Tax planning
5. Estate planning
• Non financial goals
1. Children’s education
2. Quality of life
3. Retirement
Earn in India and spend in India

3. How and Why - Indian HNIs and UHNIs
should consider investing globally?
Investment in 2019-20
(i) Study - 4989.04
(ii) Close relative – 3437.46
(iii) Gift – 1,904.53
(iv) Deposits - 623.37
(v) Property – 86.43
(vi) Debt / equity - 431.41
(vii) Donations - 22.32
(viii) Travel - 6954.20
(ix) Medical - 33.88
(x) Others – 268.74

4. How and Why - Indian HNIs and UHNIs
should consider investing globally?
 Home
 Two wheeler or 1 car
 Investment – India
 Holiday in India
 Children’s education – India
Only Master’s abroad
 2nd Home – India
 Wedding – Indian destination
 Business -National & inbound
 Home with luxuries
 Two four wheelers
 Investment - International
 Holiday – International
 Children’s education – After
12th abroad
 2nd Home – India (global)
 Wedding – Inter. destination
 Business - Global & outbound
Earning in India and spending abroad?!?!?!
After 2007

5. Currency ISO
Code
2008 2009 2010 2013 2014 2015 2016 2017 2018 2019 2020
US Dollar USD 48.76 45.33 45.00 68.80 66.07 66.73 67.19 65.11 70.09 74.50 76.5
Indian Rs. Rs. 100
US$ 2.05 1.30
Assets in Rs. 50,000,000 50,000,000
Assets in US$ 1,025,430 653,594
Exchange value of 1 Indian Rupee to 1 US Dollar from 2008-2020
How and Why - Indian HNIs and UHNIs
should consider investing globally?

7. 653,594 reduced by
25 %
=
US$ 490,197
How and Why - Indian HNIs and UHNIs
should consider investing globally?

8. USA green card waiting time for Indian Students

9. How and Why - Indian HNIs and UHNIs
should consider investing globally?

10. What options can we offer….
Residency &
Citizenship by
Investment
Global Stock
Market & related
products
Global
Real Estate
Global
Businesses
How and Why - Indian HNIs and UHNIs
should consider investing globally?

11. Residency &
Citizenship
ajmeralaw.com
Global Stock Market
& related products
Ajmeralaw.com/investors
Global
Real Estate
worldsquarefeet.com
Global Businesses
Ajmeralaw.com
“Marketing global investment & financial advisory
to Indian HNIs and UHNIs – How & Why”
• 80% reduction in
foreign fees
• Start a business
• Take up any job
• NRI Status
• Visa free travel
• Retirement
• Double options
• Export and
expansion of
business.
• Diversification &
reduced risk
• Foreign income to
spend in foreign
country
• Rental income
• Capital
appreciation
• Certain countries
offer Residency &
Citizenship as well
• Diversification and
reduced risk
• Foreign income to
spend in foreign
country
• Dividend income
• Capital appreciation
• Certain countries
offers Residency &
Citizenship as well
• Diversification and
reduced risk
• Foreign income to
spend in foreign
country
• Profit income
• Possible appreciation
• Certain countries
offers Residency &
Citizenship as well
Tax and retirement planning for all options

12. Why Indian HNI should consider RCI

13. Forum for Overseas Investment Awareness ( FFOIA)
• Why? No association in India represents global investment advisory practice
(NetworkFP, AAFM, AIWMI, etc.)
• How? No industry can grow without an association of stake holders- Unregulated
agents and consultants are taking away a $10 billion US industry as we are not
united under one umbrella organization.
• Tentative structure of the association:
• 1.Global Associates as Global Founders & Global Advisors Board
• 2.Indian practising company as Indian Founder & Indian Advisors Board
• 3.Free & paid membership - ONLY licensed Indian professionals (FP, CA, lawyers,
etc.)
• 4.Webinars, Master Classes and workshops to increase knowledge and certification
process
• 5.Invite global experts for sharing knowledge and conduct training

14. AJMERA LAW GROUP
(Formally known as Law office of Prashant Ajmera & Associates)
1993 – Canada immigration & Visa practice – Law office of Prashant Ajmera & Asso.
1999 - EB-5 seminars in India in Mumbai – Closed due to currency restrictions
2001 - More country’s services added
2010 – HNI served in USA, UAE and India and many more countries
2013 - EB-5 again started in India and raised more then US$ 25 million for two projects
2018 – RCI shows advisers , speaker and moderator – IREX, BLS, IELPE, Becones
2018 – Formally Reestablish association with Global Associates
2018 – Firm changed name to AJMERA LAW GROUP – Global Investment Advisors
2019 – Started introducing Global financial product, Real Estate and Business
2019 – Several seminars and presentation with Indian financial industry
2019 – Start of the art CRM system
2020 – Global Online Expo and Start Up webinar series

15. AJMERA LAW GROUP
(Formally known as Law office of Prashant Ajmera & Associates)
Team:
Prashant Ajmera – Founder
Hemali Ajmera – Director
Vijay Sedani – CEO
Vaishali Shah – Director - B2B
Head Office:
Ahmedabad
Satellite offices:
Mumbai, Bengaluru, UAE, and Canada
Associate offices:
USA, Canada, UK, Australia, New Zealand,
Ireland, Cyprus, Malta, Portugal, Spain,
Greece, Bulgaria, Germany, Baltic countries,
Grenada, Dominica, St Kitts & Nevis, Antigua,
St. Lucia, UAE, Turkey.

16. Our out reach in India in B2B and B2C
1. Published two books
(i) Millionaires On The Move (On Amazon.in)
(ii) How to Plan for Child’s foreign education 2020? (On Google Play)
2. Several speaking, articles, conferences etc. www.ajmeralaw.com/speaking
3. Online Expo, Start Up and events with 20 Speakers | 20 countries | 30 sessions
<More>
4. ALG Weekly Webinar Series <more>
5. Approaching Indian Professionals B2B <more>

17. Some of our global associates
Leading in the global market

18. Our out reach and presence in India
1. Published two books
(i) Millionaires On The Move (On Amazon.in)
(ii) How to Plan for your Child’s foreign education 2020ne? (On Google Play &
Amazon.in)
2. Several speaking, articles, conferences etc. www.ajmeralaw.com/speaking
3. Online Expo and events with 20 Speakers | 20 countries | 30 sessions <More>
4. ALG Weekly Webinar Series <more>
5. Approaching Indian Professionals B2B <more>

19. Our out reach and presence in India
1. Published two books
(i) Millionaires On The Move (On Amazon.in)
(ii) How to Plan for your Child’s foreign education 2020ne? (On Google Play &
Amazon.in)
2. Several speaking, articles, conferences etc. www.ajmeralaw.com/speaking
3. Online Expo and events with 20 Speakers | 20 countries | 30 sessions <More>
4. ALG Weekly Webinar Series <more>
5. Approaching Indian Professionals B2B <more>

20. AJMERA LAW GROUP
(Formally known as Law office of Prashant Ajmera & Associates)
Team:
Prashant Ajmera – Founder
Hemali Ajmera – Director
Vijay Sedani – CEO
Vaishali Shah – Director - B2B
Head Office:
Ahmedabad
Satellite offices:
Mumbai, Bengaluru, UAE, and Canada
Associate offices:
USA, Canada, UK, Australia, New Zealand,
Ireland, Cyprus, Malta, Portugal, Spain,
Greece, Bulgaria, Germany, Baltic countries,
Grenada, Dominica, St Kitts & Nevis, Antigua,
St. Lucia, UAE, Turkey.

21. How and Why should Indian HNIs and UHNIs
consider investing globally?
Thank you for your time