Portfolios

Portfolios

Our collection is designed around investing themes and opportunities to help you make smarter investing decisions, faster. Pick a portfolio as is or customize it to your liking.

Our collection is designed around investing themes and opportunities to help you make smarter investing decisions, faster. Pick a portfolio as is or customize it to your liking.

Classic portfolios

Classic portfolios

Thematic portfolios

Thematic portfolios

Regional portfolios

Regional portfolios

Copy trading

Copy trading

No representation is made that any investment strategy, security, or financial product discussed on this website or through the Paasa app or website will be profitable or suitable for any particular individual. The content provided is based on sources believed to be reliable but is not guaranteed to be accurate, complete, or timely.

Save for your child's
foreign education
in dollars

Save for your child's foreign education in dollars

Save for your child's
foreign education
in dollars

Safeguard your child's foreign education fund from local currency fluctuations by investing in stable dollar-denominated accounts. Ensure your savings retain their worth when paying for international expenses.

Safeguard your child's foreign education fund from local currency fluctuations by investing in stable dollar-denominated accounts. Ensure your savings retain their worth when paying for international expenses.

Safeguard your child's foreign education fund from local currency fluctuations by investing in stable dollar-denominated accounts. Ensure your savings retain their worth when paying for international expenses.

Use the savings strategy used by parents in the U.S. to save for their child’s education

Use the savings strategy used by parents in the U.S. to save for their child’s education

Use the savings strategy used by parents in the U.S. to save for their child’s education

In the U.S. this plan is carried out by ‘a 529 savings plan’, a federally approved
scheme that parents enroll in

In the U.S. this plan is carried out by ‘a 529 savings plan’, a federally approved
scheme that parents enroll in

Calculate your costs on the app

Get an estimate of the future cost of college, accounting for inflation and rising expenses, and determine how much you need to save each year to achieve your goal.

Calculate your costs on the app

Get an estimate of the future cost of college, accounting for inflation and rising expenses, and determine how much you need to save each year to achieve your goal.

Calculate your costs on the app

Get an estimate of the future cost of college, accounting for inflation and rising expenses, and determine how much you need to save each year to achieve your goal.

Select your stra

Select your stra

The app automatically sets up your investment plan and holdings for you to buy. Our experts can address any tax or cross-border investment questions you may have.

FAQs

FAQs

FAQs

What returns should I expect from Paasa?

We focus on diversified portfolios that grow your capital, tailored to your level of risk. Our active-growth portfolio takes on more risk than the S&P 500, hence generating an extra 5.5% over the index in the last 5 years. Similarly our safe-growth portfolio takes on lesser risk than the S&P 500 and works better for capital preservation.

What returns should I expect from Paasa?

We focus on diversified portfolios that grow your capital, tailored to your level of risk. Our active-growth portfolio takes on more risk than the S&P 500, hence generating an extra 5.5% over the index in the last 5 years. Similarly our safe-growth portfolio takes on lesser risk than the S&P 500 and works better for capital preservation.

What returns should I expect from Paasa?

We focus on diversified portfolios that grow your capital, tailored to your level of risk. Our active-growth portfolio takes on more risk than the S&P 500, hence generating an extra 5.5% over the index in the last 5 years. Similarly our safe-growth portfolio takes on lesser risk than the S&P 500 and works better for capital preservation.

Is Paasa safe?

Yes. Your investments and data are protected through 256-bit encryption, secure custody, and compliance with all regulatory standards. While market volatility is a normal part of investing, you can rest assured that your data and assets are safeguarded by the same protocols used by the world’s largest financial institutions.

Is Paasa safe?

Yes. Your investments and data are protected through 256-bit encryption, secure custody, and compliance with all regulatory standards. While market volatility is a normal part of investing, you can rest assured that your data and assets are safeguarded by the same protocols used by the world’s largest financial institutions.

Is Paasa safe?

Yes. Your investments and data are protected through 256-bit encryption, secure custody, and compliance with all regulatory standards. While market volatility is a normal part of investing, you can rest assured that your data and assets are safeguarded by the same protocols used by the world’s largest financial institutions.

Are my investments insured?

Your investments are held with Interactive Brokers, a trusted global custodian. This means your assets are protected by SIPC insurance, covering up to $500,000, including $250,000 for cash claims.

Are my investments insured?

Your investments are held with Interactive Brokers, a trusted global custodian. This means your assets are protected by SIPC insurance, covering up to $500,000, including $250,000 for cash claims.

Are my investments insured?

Your investments are held with Interactive Brokers, a trusted global custodian. This means your assets are protected by SIPC insurance, covering up to $500,000, including $250,000 for cash claims.

What is Paasa's pricing?

We charge based on Assets Under Management (AUM), with a tiered structure that lowers rates as your assets grow. We do not charge any additional fees including transaction fees. Our pricing is as follows: AUM $5,000 - $10,000 we charge 1.00%/ year. AUM $10,001 - $100,000 we charge 0.9%/year. AUM $100,001 and above we charge 0.8%/year.

What is Paasa's pricing?

We charge based on Assets Under Management (AUM), with a tiered structure that lowers rates as your assets grow. We do not charge any additional fees including transaction fees. Our pricing is as follows: AUM $5,000 - $10,000 we charge 1.00%/ year. AUM $10,001 - $100,000 we charge 0.9%/year. AUM $100,001 and above we charge 0.8%/year.

What is Paasa's pricing?

We charge based on Assets Under Management (AUM), with a tiered structure that lowers rates as your assets grow. We do not charge any additional fees including transaction fees. Our pricing is as follows: AUM $5,000 - $10,000 we charge 1.00%/ year. AUM $10,001 - $100,000 we charge 0.9%/year. AUM $100,001 and above we charge 0.8%/year.

What is the minimum investment amount?

The minimum investment amount required to use Paasa is $5,000.

What is the minimum investment amount?

The minimum investment amount required to use Paasa is $5,000.

What is the minimum investment amount?

The minimum investment amount required to use Paasa is $5,000.

As a financial advisor, can I give this to my clients?

Absolutely. Whether you're managing a few clients or scaling a practice, Paasa provides the tools and expertise to help you guide them towards smarter global investments.

As a financial advisor, can I give this to my clients?

Absolutely. Whether you're managing a few clients or scaling a practice, Paasa provides the tools and expertise to help you guide them towards smarter global investments.

As a financial advisor, can I give this to my clients?

Absolutely. Whether you're managing a few clients or scaling a practice, Paasa provides the tools and expertise to help you guide them towards smarter global investments.

Use the savings strategy used by parents in the U.S. to save for their child’s education

Use the savings strategy used by parents in the U.S. to save for their child’s education

Use the savings strategy used by parents in the U.S. to save for their child’s education

  1. Calculate your costs on the app

Get an estimate of the future cost of college, accounting for inflation and rising expenses, and determine how much you need to save each year to achieve your goal.

  1. Calculate your costs on the app

Get an estimate of the future cost of college, accounting for inflation and rising expenses, and determine how much you need to save each year to achieve your goal.

  1. Calculate your costs on the app

Get an estimate of the future cost of college, accounting for inflation and rising expenses, and determine how much you need to save each year to achieve your goal.

  1. Select your investment strategy

My child starts college

Within 3 years

Within 3 years

Within 3 years

After 3 years

After 3 years

After 3 years

Balanced growth portfolio

70% Equity funds • 30% Debt funds

1Y return

17.90%

5Y annualized

9.72%

Volatility

2.39%

Max. drawdown

24.69%

Sharpe ratio

2.26

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.

Balanced Growth

S&P 500

Holdings

Top companies

Sectors

Regions

U.S. Stocks ETFs - S&P 500

50%

Technology ETFs - NASDAQ 100

10%

Emerging market ETFs

10%

U.S. total bond market ETFs

10%

U.S. corporate bond ETFs

10%

U.S. treasury bond ETFs

10%

Holdings

Top companies

Sectors

Regions

U.S. Stocks ETFs - S&P 500

50%

Technology ETFs - NASDAQ 100

10%

Emerging market ETFs

10%

U.S. total bond market ETFs

10%

U.S. corporate bond ETFs

10%

U.S. treasury bond ETFs

10%

Holdings

Top companies

Sectors

Regions

U.S. Stocks ETFs - S&P 500

50%

Technology ETFs - NASDAQ 100

10%

Emerging market ETFs

10%

U.S. total bond market ETFs

10%

U.S. corporate bond ETFs

10%

U.S. treasury bond ETFs

10%

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.

Balanced growth portfolio

70% Equity funds • 30% Debt funds

My child starts college

Within 3 years

Within 3 years

Within 3 years

After 3 years

After 3 years

After 3 years

1Y return

17.90%

5Y annualized

9.72%

Volatility

2.39%

Max. drawdown

24.69%

Sharpe ratio

2.26

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.

Balanced Growth

S&P 500

Holdings

Top companies

Sectors

Regions

U.S. Stocks ETFs - S&P 500

50%

Technology ETFs - NASDAQ 100

10%

Emerging market ETFs

10%

U.S. total bond market ETFs

10%

U.S. corporate bond ETFs

10%

U.S. treasury bond ETFs

10%

Holdings

Top companies

Sectors

Regions

U.S. Stocks ETFs - S&P 500

50%

Technology ETFs - NASDAQ 100

10%

Emerging market ETFs

10%

U.S. total bond market ETFs

10%

U.S. corporate bond ETFs

10%

U.S. treasury bond ETFs

10%

Holdings

Top companies

Sectors

Regions

U.S. Stocks ETFs - S&P 500

50%

Technology ETFs - NASDAQ 100

10%

Emerging market ETFs

10%

U.S. total bond market ETFs

10%

U.S. corporate bond ETFs

10%

U.S. treasury bond ETFs

10%