The global Indian family is quietly rewriting the rules of wealth, residency, and where life actually happens. For high-net-worth and ultra-high-net-worth Indians, the old playbook of simply sending money back home is giving way to a far more deliberate strategy built around optionality, global mobility, and long-term family planning.
Abhii Dabas is joined by Yudhi Mapara, Associate Director of Private Clients at Henley & Partners, to unpack what is really driving this shift. Yudhi works with globally mobile families across international real estate and cross-border investment markets, helping them think through residence, citizenship, wealth preservation, business expansion, succession, and education planning.You'll discover why younger founders and legacy family businesses are approaching global diversification so differently, why Dubai has become much more than a tax story, and why Portugal remains a major residency destination even as the rules change.
The conversation also reveals how Indian families are thinking about the US, Switzerland, Italy, Thailand, Mauritius, Malaysia, and other markets through very specific lenses, from education and lifestyle to retirement and business expansion.We break down the biggest mistake Indian investors make when buying overseas property before understanding the Indian regulatory framework, including how a Dubai mortgage can accidentally create a serious FEMA issue.
You also hear why the smartest families are no longer starting with ROI, but with a clear five- or ten-year family objective that determines the right jurisdiction, structure, and investment path.If you are considering overseas property, residency planning, or simply want to understand where Indian capital is moving next, this episode gives you the framework to think more strategically and avoid expensive mistakes. Essential listening for investors, founders, family offices, and anyone building a life across borders.
Timestamps
00:00 - The global Indian family and why capital is no longer moving in just one direction
01:58 - Yudhi Mapara joins the conversation
04:04 - Who today’s Indian HNW and UHNW clients really are
04:43 - From traditional NRI thinking to global mobility planning
05:42 - First-generation founders versus multi-generation family businesses
07:30 - Under-45 entrepreneurs versus legacy patriarchs
09:22 - Why clients often start with a simple product ask but need a strategy
10:34 - The US remains the top education destination, but specialization is growing
11:49 - Why families are planning earlier and reacting less
12:49 - Education, business expansion, and optionality versus tax alone
14:54 - Why Dubai still attracts Indian families
15:53 - Why Portugal has become a major residency and lifestyle destination
16:57 - Why citizenship is not always the end goal for Indian families
18:29 - How property purchase fits into residency planning
19:46 - Countries where property is the pathway to residency
21:02 - The common FEMA mistake: overseas financing before Indian advice
23:53 - Why buying first and asking later creates hard compliance problems
24:30 - Start with family goals, not investment ROI
25:57 - Unexpected growth in retirement migration
26:27 - Thailand, Mauritius, Malaysia, and other retiree-friendly options
28:25 - Closing thoughts on planning, experts, and the global Indian family repo
The conversation also reveals how Indian families are thinking about the US, Switzerland, Italy, Thailand, Mauritius, Malaysia, and other markets through very specific lenses, from education and lifestyle to retirement and business expansion.We break down the biggest mistake Indian investors make when buying overseas property before understanding the Indian regulatory framework, including how a Dubai mortgage can accidentally create a serious FEMA issue.
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