Invest in dollars to

Invest in dollars to

Invest in dollars to

outpace currency depreciation

access growth opportunities

pay for overseas expenses

outpace currency depreciation

access growth opportunities

pay for overseas expenses

outpace currency depreciation

access growth
opportunities

pay for overseas
expenses

outpace currency depreciation

access growth
opportunities

pay for overseas
expenses

outpace currency
depreciation

access growth
opportunities

pay for overseas
expenses

Dollarize with portfolios that let you and preserve and grow your wealth

Dollarize with portfolios that let you and preserve and grow your wealth

Dollarize with portfolios that let you and preserve and grow your wealth

Invest in portfolios offered by global financial leaders

Invest in the same index investing strategy that top global financial firms offer their high-net-worths

Set it and forget it

It's all taken care of: dividends re-investing, rebalancing, monitoring, tax-loss harvesting

Invest in portfolios offered by global financial leaders

Invest in the same index investing strategy that top global financial firms offer their high-net-worths

Set it and forget it

It's all taken care of: dividends re-investing, rebalancing, monitoring, tax-loss harvesting

Invest in portfolios offered by global financial leaders

Invest in the same index investing strategy that top global financial firms offer their high-net-worths

Set it and forget it

It's all taken care of: dividends re-investing, rebalancing, monitoring, tax-loss harvesting

Strategies tailored to your goals

Strategies tailored to your goals

Strategies tailored to your goals

Managed portfolios

Managed portfolios

Managed portfolios

Invest in globally-diversified portfolios tuned for risk, low expense ratios, and U.S. estate tax efficiency

Invest in globally-diversified portfolios tuned for risk, low expense ratios, and U.S. estate tax efficiency

High risk

Medium risk

Low risk

Designed to beat the S&P 500

50% S&P 500

30% NASDAQ 100

10% Emerging markets

10% U.S. Bonds

High risk

Medium risk

Low risk

Designed to beat the S&P 500

50% S&P 500

30% NASDAQ 100

10% Emerging markets

10% U.S. Bonds

High risk

Medium risk

Low risk

Designed to beat the S&P 500

50% S&P 500

30% NASDAQ 100

10% Emerging markets

10% U.S. Bonds

AI Focused

98.90%

1Y

7 Holdings

Quantum computing

232.37%

1Y

6 Holdings

China portfolio

47.84%

1Y

3 Holdings

Performance data accurate as of Jan 2025

Thematic portfolios

Thematic portfolios

Thematic portfolios

Pick cutting-edge sectors and capitalize on global growth opportunities

Pick cutting-edge sectors and capitalize on global growth opportunities

College savings portfolios

College savings portfolios

College savings portfolios

Protect your child’s education fund from local currency depreciation with our stable, dollar portfolios

Protect your child’s education fund from local currency depreciation with our stable, dollar portfolios

Get started with 3 easy steps

Get started with 3 easy steps

Get started with 3 easy steps

Download the app

Available for both apple

and android

Available for both apple and android

Available for both apple and android

Complete digital KYC

We assess your risk tolerance and financial goals

Start investing

Pick the portfolio you want to invest in

Our customers work for some of the world's most prestigious companies and institutions

Our customers work for some of the world's most prestigious companies and institutions

Our customers work for some of the world's most prestigious companies and institutions

Your assets are safe with us

Your assets are safe with us

You own your assets

Your holdings are held under your name with Interactive Brokers, one of the world's largest and trusted brokerages. In the unlikely event something happens to Paasa, your funds will still be fully accessible.

Your holdings are held under your name with Interactive Brokers, one of the world's largest and trusted brokerages. In the unlikely event something happens to Paasa, your funds will still be fully accessible.

SIPC insured

SIPC insured

Securities in your account are insured upto $500,000 through Interactive Brokers. For details, visit www.sipc.org

Securities in your account are insured upto $500,000 through Interactive Brokers. For details, visit www.sipc.org

Dollar-denominated investments

Invest in dollar-denominated portfolios to shield your wealth from local currency devaluation. These are suited for investors prioritizing long-term stability and low currency risk.

Invest in dollar-denominated portfolios to shield your wealth from local currency devaluation. These are suited for investors prioritizing long-term stability and low currency risk.

Pricing

Pricing

We charge based on the amount of assets your have on our platform, with a tiered structure that lowers rates as your assets grow. We do not charge any additional fees, such transaction fees, brokerage fees, etc.

We charge based on the amount of assets your have on our platform, with a tiered structure that lowers rates as your assets grow. We do not charge any additional fees, such transaction fees, brokerage fees, etc.

The minimum investment is $5,000.

The minimum investment is $5,000.

Assets on platform

$5k - $10k

1.00%

No transaction fee

Smart rebalancing

Multiple portfolios

Award winning methodology

Portfolio updates

Joint accounts

Assets on platform

$5k - $10k

1.00%

No transaction fee

Smart rebalancing

Multiple portfolios

Award winning methodology

Portfolio updates

Joint accounts

Assets on platform

$10k - $100k

0.90%

No transaction fee

Smart rebalancing

Multiple portfolios

Award winning methodology

Portfolio updates

Joint accounts

Assets on platform

$10k - $100k

0.90%

No transaction fee

Smart rebalancing

Multiple portfolios

Award winning methodology

Portfolio updates

Joint accounts

Assets on platform

$100k above

0.80%

No transaction fee

Smart rebalancing

Multiple portfolios

Award winning methodology

Portfolio updates

Joint accounts

Assets on platform

$100k above

0.80%

No transaction fee

Smart rebalancing

Multiple portfolios

Award winning methodology

Portfolio updates

Joint accounts

Assets on platform

$5k - $10k

1.00%

No transaction fee

Smart rebalancing

Multiple portfolios

Award winning methodology

Portfolio updates

Joint accounts

Assets on platform

$10k - $100k

0.90%

No transaction fee

Smart rebalancing

Multiple portfolios

Award winning methodology

Portfolio updates

Joint accounts

Assets on platform

$100k above

0.80%

No transaction fee

Smart rebalancing

Multiple portfolios

Award winning methodology

Portfolio updates

Joint accounts

Frequently asked
questions

Frequently asked questions

Frequently asked questions

Feel free to contact us with any questions not covered here

Is Paasa safe?

Are my investments insured?

Why can’t I just buy the S&P 500?

How are the portfolios made?

How do I transfer money to my Paasa account?

Is Paasa safe?

Are my investments insured?

Why can’t I just buy the S&P 500?

How are the portfolios made?

How do I transfer money to my Paasa account?

Is Paasa safe?

Are my investments insured?

Why can’t I just buy the S&P 500?

How are the portfolios made?

How do I transfer money to my Paasa account?

Paasa is a financial technology company, not a bank or brokerage or financial advisor. All banking and
brokerage services are provided by our licensed partners.

Advisory services lent by Navin Kumar Choudhary, a SEBI Registered Investment Advisor
INA0000A4922. RIA address: Unit 1101, Wing 1, Greens Scociety, Aditya Birla Hospital Marg,
Thergoan, Pune - 411033

360 S Baywood Ave.

San Jose, CA 95128, USA


© 2025 Paasa, Inc. All rights reserved.

Paasa is a financial technology company, not a bank or brokerage or financial advisor. All banking and
brokerage services are provided by our licensed partners.

Advisory services lent by Navin Kumar Choudhary, a SEBI Registered Investment Advisor INA0000A4922. RIA address: Unit 1101, Wing 1, Greens Scociety, Aditya Birla Hospital Marg, Thergoan, Pune - 411033

360 S Baywood Ave.

San Jose, CA 95128, USA


© 2025 Paasa, Inc. All rights reserved.

Paasa is a financial technology company, not a bank or brokerage or financial advisor. All banking and
brokerage services are provided by our licensed partners.

Advisory services lent by Navin Kumar Choudhary, a SEBI Registered Investment Advisor
INA0000A4922. RIA address: Unit 1101, Wing 1, Greens Scociety, Aditya Birla Hospital Marg,
Thergoan, Pune - 411033

360 S Baywood Ave.

San Jose, CA 95128, USA


© 2025 Paasa, Inc. All rights reserved.