Global investing infrastructure for
Indian partners
Your clients need global diversification. Give them access to 10+ exchanges across US, UK, Europe, and Asia — with full LRS compliance, and zero operational overhead. You advise. We handle the rails.
10+
Global exchanges one platform
<10 min
Client onboarding
10+
Recruiters & CAs partner
₹10,000+ Cr
AUM via partner networks
The problem
Your clients want global. Now you can deliver.
Indian HNIs hold concentrated INR portfolios while the rupee depreciates 2–5% annually against the dollar. They want international diversification — but you’re stuck choosing between D2C brokerages that steal the client, or building cross-border infrastructure from scratch.
$35B+
LRS outbound remittances (FY24)
68%
HNIs seeking global diversification
<5%
Advisors offering it today
Your clients will diversify globally with or without you. The question is whether you’re the one offering it — or they find a D2C app and you lose the relationship.
What is Paasa?
One platform. Every market. Zero overhead.
Paasa is the infrastructure layer that lets you offer global investing without building anything. We handle compliance, remittance, custody, tax, and platform ops. You handle the relationship.
Multi-Market Access
US, UK, Switzerland, Europe, Hong Kong, China, Canada, Japan, Singapore. Not just US stocks — the full global shelf.
Advisory Portfolios
Use our Pre-built UCITS and global strategies Or build fully custom portfolios for your clients.
UCITS ETFs Built In
Estate-tax-protected European-domiciled ETFs. S&P 500 exposure without the 40% US estate tax risk.
Full LRS & FEMA Compliance
Pre-filled A2 forms, 15CA/CB, purpose code guidance, cumulative LRS tracking. End-to-end via partner banks (HDFC, ICICI, Kotak, Axis).
Tax-Ready Reports
Auto-generated Form 67, capital gains in INR, holding period calculations, DTAA documentation. Your client’s CA gets a clean package.
Zero Billing Overhead
No invoicing, no collection, no reconciliation. Fees handled entirely within the platform.
Why Paasa?
More markets. Lower fees. You keep the client.
When you refer clients to a D2C platform, you lose both the relationship and the revenue. With Paasa, you keep both.
| Feature |  Paasa Partner | D2C Platforms | DIY Brokerages |
|---|---|---|---|
| Market Access | 10+ exchanges, fully localised | US only | Global but raw |
| Currencies | Multi-currency, preferred forex rates | USD only | Multi-currency, unmanaged |
| Client Relationship | You own it entirely | Lost to the platform | Self-managed |
| Compliance & LRS | End-to-end, advisor-grade | Generic, retail-grade | Left to the investor |
| Tax Reporting | Form 67, INR gains, DTAA — automated | Basic USD statements | Nothing India-specific |
| UCITS / Estate Tax | Built in with advisory context | Not available | Available, no guidance |
| Brokerage Fees | Lowest fees, zero Paasa markup | 2–4% forex markup | Low, no support layer |
| Advisory Tools | Pre-built strategies + custom portfolios | None | None |
| Support | Dedicated WhatsApp, <2hr SLA | Client is alone | Email-only |
Feature
AUM Tracking
Total AUM, per-client breakdowns, asset allocation, growth trends. Updated daily.
Feature
Portfolio Analytics
Performance attribution, currency impact, benchmark comparisons across every client.
Feature
Client Management
Onboarding status, KYC, funding, portfolio activity — one view. No spreadsheets.
Onboarding
Three steps. Live in 24 hours.
White glove onboarding availableOur partners
10+ recruiters and CAs ₹10,000 Cr+ under management
Offer a global portfolio to your clients
Book a short call with our team to understand how Paasa can work for you
FAQs
What’s the minimum AUM?
No minimum. Start with one client. Scale at your pace.
How do clients fund accounts?
Bank transfer under LRS via HDFC, ICICI, Kotak, or Axis at preferred forex rates. We handle all documentation — A2, 15CA/CB, everything.
What can clients access?
US, UK, European, Swiss, Hong Kong, Japan, Singapore, and Canadian equities and ETFs. Including UCITS for estate tax protection. 10+ exchanges.
What are client fees?
Lowest brokerage in the market — passed through at cost from Interactive Brokers. Zero Paasa markup on trades. No platform fees. No custody fees.
Pre-built or custom portfolios?
Both. Use our advisory strategies or build fully custom allocations across any supported market.
Lock-in period?
None. Pause or exit anytime. Client assets remain safe and accessible.
Who handles client support?
Paasa’s team via dedicated WhatsApp with <2 hour SLA. You’re looped in only when needed.