Index fund portfolio

Index fund portfolio

U.S. stocks ETFs

U.S. stocks ETFs

50%

50%

Technology ETFs

Technology ETFs

30%

30%

Emerging market ETFs

Emerging market ETFs

10%

10%

Bond ETFs

Bond ETFs

10%

10%

Portfolio status - Balanced

Portfolio status
Balanced

Portfolio status - Balanced

Tax loss harvested $914.32

Tax loss harvested
$914.32

Tax loss harvested $914.32

BACKED BY

Invest in dollars to

save for higher
education

protect against
currency depreciation

invest in global
growth opportunities

pay for overseas
expenses

Invest in globally-diversified portfolios to maximize your returns for your risk-level and time-horizon.

BACKED BY

Invest in dollars to

save for higher
education

protect against
currency depreciation

invest in global
growth opportunities

pay for overseas
expenses

Invest in globally diversified portfolios to maximize your returns for your risk-level and time-horizon.

BACKED BY

Invest in dollars to

save for higher education

protect against currency depreciation

invest in global growth opportunities

pay for overseas expenses

Invest in globally-diversified portfolios to maximize your returns for your risk-level and time-horizon.

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

Invest in portfolios offered by global financial leaders

Invest in portfolios offered by global financial leaders

Invest in the same index investing strategy that top global financial firms - such as Vanguard, Fidelity, and Wealthfront- offer to their high-net-worth clients in the U.S.

A personalized strategy for the long term

A personalized strategy for the long term

Automated index investing, built on Modern Portfolio Theory, chooses index ETFs that maximize returns to your risk-tolerance, while continuously monitoring and rebalancing.

Invest in portfolios offered by global financial leaders

Invest in the same index investing strategy that top global financial firms - such as Vanguard, Fidelity, and Wealthfront- offer to their high-net-worth clients in the U.S.

A personalized strategy for the long term

Automated index investing, built on Modern Portfolio Theory, chooses index ETFs that maximize returns to your risk-tolerance, while continuously monitoring and rebalancing.

Your money is 100% secure

Your money is 100% secure

You own your assets

You own your assets

You own your assets

Your funds are held 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 funds are held 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

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

Dollar-denominated investments

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 on the Assets Under Management (AUM), 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 on the Assets Under Management (AUM), 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.

Your AUM

$5k - $10k

1.00%

per year

Risk tailored portfolio

Performance dashboard

Rebalancing

Tax-loss harvesting

Portfolio updates

No transaction fee

Your AUM

$5k - $10k

1.00%

per year

Risk tailored portfolio

Performance dashboard

Rebalancing

Tax-loss harvesting

Portfolio updates

No transaction fee

Your AUM

$10k - $100k

0.90%

per year

Risk tailored portfolio

Performance dashboard

Rebalancing

Tax-loss harvesting

Portfolio updates

No transaction fee

Your AUM

$10k - $100k

0.90%

per year

Risk tailored portfolio

Performance dashboard

Rebalancing

Tax-loss harvesting

Portfolio updates

No transaction fee

Your AUM

$100k above

0.80%

per year

Risk tailored portfolio

Performance dashboard

Rebalancing

Tax-loss harvesting

Portfolio updates

No transaction fee

Your AUM

$100k above

0.80%

per year

Risk tailored portfolio

Performance dashboard

Rebalancing

Tax-loss harvesting

Portfolio updates

No transaction fee

Your AUM

$5k - $10k

1.00%

per year

Risk tailored portfolio

Performance dashboard

Rebalancing

Tax-loss harvesting

Portfolio updates

No transaction fee

Your AUM

$10k - $100k

0.90%

per year

Risk tailored portfolio

Performance dashboard

Rebalancing

Tax-loss harvesting

Portfolio updates

No transaction fee

Your AUM

$100k above

0.80%

per year

Risk tailored portfolio

Performance dashboard

Rebalancing

Tax-loss harvesting

Portfolio updates

No transaction fee

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?

How are these portfolios made?

How do I transfer money to my Paasa account?

Why can’t I just buy the S&P 500?

Is Paasa safe?

Are my investments insured?

How are these portfolios made?

How do I transfer money to my Paasa account?

Why can’t I just buy the S&P 500?

Is Paasa safe?

Are my investments insured?

How are these portfolios made?

How do I transfer money to my Paasa account?

Why can’t I just buy the S&P 500?

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.