Program note EB-5 visa availability changes monthly. Current status & sources →
Home / End-to-End Investor Services

End-to-End Investor Services

A defined advisory scope for evaluating EB-5, coordinating independent professionals, and planning a potential U.S. transition.

Structured advisory support

End-to-End EB-5 Consultancy

The Calculus provides a defined scope of EB-5 advisory support — from preliminary readiness and document organisation through professional coordination and settlement planning.

Preliminary Readiness Review

A non-legal review of goals, investment readiness, family needs, and likely documentation questions before attorney advice.

Project Comparison Support

Organise offering information so you and your independent legal, securities, tax, and financial advisers can compare structure, risks, fees, conflicts, job models, and exit assumptions.

Documentation Assistance

Help organise the documents requested by your immigration attorney. The attorney remains responsible for legal strategy and the evidence filed with USCIS.

Source of Funds Guidance

Coordinate document collection with the investor’s Indian tax, FEMA/foreign-exchange, banking, and U.S. immigration advisers.

Attorney Coordination

Keep communication and document requests organised between the family and its independently engaged U.S. immigration attorney. The attorney alone provides U.S. immigration legal advice.

Banking Assistance

Practical introductions and account setup guidance during your transition to the United States.

Foreign Remittance Support

Administrative coordination with the authorised-dealer bank and qualified Indian FEMA/tax advisers. We do not provide a legal or tax opinion on remittance eligibility.

USCIS Process Updates

Regular status updates and timeline tracking throughout your case. We keep you informed about reported milestones — from petition receipt through the applicable adjudication and visa process.

Relocation Planning

City selection, housing search, schooling research, neighbourhood orientation, and comprehensive soft-landing support for your family's transition to the United States.

Continued Family Support

Our relationship does not end when your Green Card arrives. We continue to support your family with ongoing guidance, professional referrals, and advisory for years to come.

Our professional consultancy supports every stage of your EB-5 journey.

After-arrival coordination

Ongoing Client Support

Available services are defined in the signed engagement scope. Where agreed, coordination can continue after your family arrives in the United States.

End-to-End Consultancy

Process education and professional coordination within the signed engagement scope.

Foreign Remittance Assistance

Coordination with Indian counsel and an authorised dealer bank for applicable remittance records and steps.

Banking Assistance

Practical introductions and account setup guidance during relocation.

Mortgage Professional Referrals

Introductions to independent, appropriately licensed professionals for mortgage and financing advice.

USA Relocation Assistance

Comprehensive soft-landing support: city orientation, temporary and permanent housing, banking introductions, and neighbourhood guidance.

Insurance Professional Referrals

Introductions to independent professionals for health and travel coverage advice when requested.

Business Acquisition Guidance

Help identifying and acquiring running U.S. businesses or franchises. We connect you with opportunities suited to your background and investment goals.

USA Real Estate Advisory

Introductions to independent U.S. real estate professionals when requested, subject to licence and conflict checks.

School & University Guidance

Education-planning coordination for school and university research. Admission, tuition status, and aid remain institution-specific.

Explore education planning →

Professional Referrals

Introductions to independent U.S. attorneys, accountants, tax advisers, and business consultants when requested.

Continued Family Support

Practical coordination can continue after arrival when included in your engagement scope.

Professional introductions

USA Real Estate Referrals

New York City skyline at golden hour

When requested, The Calculus can coordinate introductions to independent U.S. real estate professionals. Clients should verify the professional's licence, jurisdiction, fees, disciplinary history, and conflicts before engaging them.

Residential
Commercial
Investment Real Estate
Independent professional review required
Availability and scope depend on the professional engaged
Start your journey

Begin with a private conversation.

Speak with an EB-5 advisor at The Calculus. No obligation. Enquiry details are handled under our privacy notice.

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