Portfolios

Portfolios

Portfolios

Invest in the same index investing strategy that top global financial firms—such as Vanguard, Fidelity, and Wealthfront—offer to their high-net-worth clients in the U.S.

Invest in the same index investing strategy that top global financial firms—such as Vanguard, Fidelity, and Wealthfront—offer to their high-net-worth clients in the U.S.

Risk level

Low risk

Medium risk

High risk

Active growth portfolio

1Y return

23.92%

5Y annualized

13.45%

Volatility

2.85%

Max. drawdown

30.27%

Sharpe ratio

2.33

Performance 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.

Active Growth

S&P 500

Holdings

Top companies

Sectors

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

Low risk

Medium risk

High risk

Active growth portfolio

1Y return

23.92%

5Y annualized

13.45%

Volatility

2.85%

Max. drawdown

30.27%

Sharpe ratio

2.33

Performance 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.

Active Growth

S&P 500

Holdings

Top companies

Sectors

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

Low risk

Medium risk

High risk

Active growth portfolio

1Y return

23.92%

5Y annualized

13.45%

Volatility

2.85%

Max. drawdown

30.27%

Sharpe ratio

2.33

Performance 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.

Active Growth

S&P 500

Holdings

Top companies

Sectors

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 index fund portfolios help you invest ETFs registered in Ireland. These ETFs are not subject to US estate taxes (40% of total net worth).

This simplifies estate planning for your heirs while providing same market access to US stocks and indices.

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.

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.