Managed portfolios

Name: Paasa: Invest in Globally-Diversified Investment Portfolios
Brand: Paasa

Built on modern portfolio theory, each portfolio maximizes returns based on risk tolerance, while monitoring and rebalancing.

Risk level

High

Medium

Low

Active growth portfolio

90% Equity funds • 10% Debt funds

1Y return

23.92%

5Y annualized

13.45%

Volatility

2.85%

Max. drawdown

30.27%

Sharpe ratio

2.33

Performance and volatility data is accurate as of Jan 1st, 2025. The performance figures presented are gross of fees, excluding any transactional fees from brokerage services, advisory or platform fees associated with Paasa.

INVEST IN THIS PORTFOLIO FOR

Portfolio diversification

Globally diversified BlackRock ETFs that cover all industries, sizes and geographies

Access to innovative companies

Invest in next gen. companies and sectors traditionally out
of reach for investors outside U.S.

Active Growth

S&P 500

Holdings

Top companies

Sectors

Regions

U.S. Stocks ETFs - S&P 500

50%

Technology ETFs - NASDAQ 100

30%

Emerging market ETFs

10%

U.S. corporate bond ETFs

10%

Risk level

High

Medium

Low

Active growth portfolio

90% Equity funds • 10% Debt funds

1Y return

23.92%

5Y annualized

13.45%

Volatility

2.85%

Max. drawdown

30.27%

Sharpe ratio

2.33

INVEST IN THIS PORTFOLIO FOR

Portfolio diversification

Globally diversified BlackRock ETFs that cover all industries, sizes and geographies

Access to innovative companies

Invest in next gen. companies and sectors traditionally out of reach for the Indian investor

Active Growth

S&P 500

Holdings

Top companies

Sectors

Regions

U.S. Stocks ETFs - S&P 500

50%

Technology ETFs - NASDAQ 100

30%

Emerging market ETFs

10%

U.S. corporate bond ETFs

10%

Risk level

High

Medium

Low

Active growth portfolio

90% Equity funds • 10% Debt funds

1Y return

23.92%

5Y annualized

13.45%

Volatility

2.85%

Max. drawdown

30.27%

Sharpe ratio

2.33

INVEST IN THIS PORTFOLIO FOR

Portfolio diversification

Globally diversified BlackRock ETFs that cover all industries, sizes and geographies

Access to innovative companies

Invest in next gen. companies and sectors traditionally out of reach for the Indian investor

Active Growth

S&P 500

Holdings

Top companies

Sectors

Regions

U.S. Stocks ETFs - S&P 500

50%

Technology ETFs - NASDAQ 100

30%

Emerging market ETFs

10%

U.S. corporate bond ETFs

10%

Tax optimized ETFs

Our portfolios invest through ETFs registered in Ireland. These ETFs are not subject to US estate taxes on foreign nationals (40% of total net worth above $60k).  This simplifies estate planning for your heirs while providing same market access to US stocks and indices.

ETFs by iShares (BlackRock)

ETFs by iShares

The portfolios are comprised of ETFs managed by iShares. They've been a leader in the ETF marketplace for more than two decades, and as a part of BlackRock, their products are engineered by investment professionals with discipline and deep risk management expertise.

Frequently asked questions

Visit help center

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?