Globalize your offerings

Globalize your offerings

One stop shop for wealth managers to offer clients global, dollar-denominated portfolios.

One stop shop for wealth managers to offer clients global, dollar-denominated portfolios.

One stop shop for wealth managers to offer clients global, dollar-denominated portfolios.

Built by a team and advisors who have worked at the world's best finance companies

Built by a team and advisors who have worked at the world's best finance companies

Built by a team and advisors who have worked at the world's best finance companies

Full transparency and visibility

Full transparency and visibility

Full transparency and visibility

See everything clearly with real-time portfolio updates, automatic rebalancing, and easy performance tracking for your clients.

See everything clearly with real-time portfolio updates, automatic rebalancing, and easy performance tracking for your clients.

See everything clearly with real-time portfolio updates, automatic rebalancing, and easy performance tracking for your clients.

Auto-managed portfolios

Auto-managed portfolios

Auto-managed portfolios

Automatically manage global, dollar-based portfolios that protect your clients from currency risks and keep their wealth growing.

Automatically manage global, dollar-based portfolios that protect your clients from currency risks and keep their wealth growing.

Automatically manage global, dollar-based portfolios that protect your clients from currency risks and keep their wealth growing.

Custom strategies

Custom strategies

Custom strategies

Use low-cost index funds that deliver better, more consistent returns than most actively managed portfolios—at a lower fees for your clients.

Use low-cost index funds that deliver better, more consistent returns than most actively managed portfolios—at a lower fees for your clients.

Use low-cost index funds that deliver better, more consistent returns than most actively managed portfolios—at a lower fees for your clients.

Better client experience

Better client experience

Better client experience

Give your clients an app they’ll love—simple reporting, clear insights, and a smooth, user-friendly experience that keeps them engaged.

Give your clients an app they’ll love—simple reporting, clear insights, and a smooth, user-friendly experience that keeps them engaged.

Give your clients an app they’ll love—simple reporting, clear insights, and a smooth, user-friendly experience that keeps them engaged.

Drop a note and we'll reach out

Drop a note and we'll reach out

Drop a note and we'll reach out

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.