We start with a call to understand your unique goals, tax considerations, and risk tolerance.
Once the portfolio is established, we keep an eye on it for you and rebalance it to ensure optimal performance.
With us handling the details, you can enjoy peace of mind knowing your investments are growing reliably.
Pranjal Pande
Future Trainee Associate at Norton Rose Fulbright
For far too long investing in India has felt limited to the national markets. Paasa is the first app and investment advisor that has allowed me to seamlessly invest in US markets, protecting my assets from ongoing currency devaluations, and providing diversification. The chance to choose reliable indices like the S&P500 and vary the risk level has also allowed me to plan for long and short-term expenses in both the Indian and US markets. Nitish and Sparsh have been extremely diligent in helping set up the accounts and I’m excited to invest in Indian equities next.
Protect your wealth from local currency fluctuations by investing in stable, dollar investment accounts.
Grow your portfolio with diversified index funds that often outperform actively managed funds over time, offering lower fees and consistent returns.
Keep your investments aligned with your goals through automatic portfolio rebalancing. Our easy to use app keeps you updated.
Maximize your returns with tax-efficient strategies like tax-loss harvesting and estate-favorable investment domiciles.