Paasa helps Indian professionals reinvest concentrated RSUs into globally diversified, estate-tax-protected portfolios. Get 3 months of complimentary Paasa Apex—use referral code MSFT01P.
The problem
Non-US residents are subject to US estate (inheritance) tax on the value of their US-domiciled assets exceeding $60k, at progressive rates of up to 40%
Your job + wealth tied to the same company. Your holdings may not reflect your risk profile and time horizon.
Employer broker accounts only let you hold cash or the employer's stock, not reallocate into a broader portfolio
Calculate Your US Estate Tax Impact
The solution
Personalized to you
Whether you seek growth or preservation, we guide you to the right markets and ETFs to invest in
Time horizon
>7 years
Risk level
Moderately High
PurposePrimary purpose
Diversify Microsoft RSUs
Client interests
Portfolio features
UCITS complianceLow expense ratiosReputable asset managersHigh liquidityLow tracking errorUCITS complianceLow expense ratiosReputable asset managersHigh liquidityLow tracking errorExclusively for Microsoft Professionals. Offer valid until Dec 15. Contact us before opening your account or use referral code MSFT01P when signing up. View plans
Tailored allocation based on your Microsoft RSU holdings, current allocation, risk profile and time horizon. Optimized for tax efficiency.
No trading or execution costs during your three-month advisory period. Invest across U.S., U.K., Europe, and Hong Kong exchanges.
Step-by-step help for cross-border transfers at the lowest forex rates.
Continuous optimisation to manage risk and enhance after-tax returns.
Priority customer support
Both holders can add and withdraw funds
"Craft matters. Paasa's experience is clean, but the real win is the rigor behind it; I needed clarity. Paasa delivered - FEMA guidance I could act on, onboarding that just worked, and portfolios that felt built for diversification of RSUs, not retrofitted. Disclosure: I'm an angel investor in Paasa."
Deepak Menon
Vice President, Microsoft (Hyderabad)
"My experience with Paasa has been excellent. They have made global investing straightforward, especially when it comes to managing overseas investments and navigating U.S. estate tax implications. What I value most is their strong local support in India, they ensure everything aligns with FEMA, LRS, and taxation requirements. It's rare to find a team that bridges global opportunities with local compliance so seamlessly."
Sudhir Angara
Senior Director, Microsoft (Hyderabad)
Market orders
Trade instantly at any price available in the market. Ideal for entering a position quickly.
Limit orders
Buy at a maximum price or lower. Ideal for controlling entry cost and avoiding overpaying.
Stop orders
Automatically trigger a market order when the price reaches your set level. Ideal for entering at a breakout point.
Trailing stop orders
Automatically trigger a market order when the price rises by a set amount from its lowest point. Avoid entering too early while still capturing upward momentum.
Single view to explore, identify, and compare opportunities across markets
Set, forget, and build wealth with discipline
Create personalized watchlists to track the stocks, ETFs, and markets you care about
Your trades are routed directly to the markets realtime. No market makers or delays involved.
Held with our custodian Interactive Brokers under your name. Assets are SIPC Insured upto $500,000.
SEBI REGISTERED RIA: INA000021058
Enterprise-grade security, certified for sensitive and regulated data
Enjoy 3 months of complimentary Paasa Apex Advisory. Offer valid until 15 December 2025.
Yes, using ACATS transfers from brokers like Fidelity, Morgan Stanley, or Schwab.
Typically 3–5 business days.
Yes — European domiciled UCITS are estate-tax safe for Indian residents.
Yes, UCITS ETFs trade daily on European exchanges with high liquidity.
Yes, like any foreign holding.
