Paasa helps Indian professionals reinvest concentrated RSUs into globally diversified, estate-tax-protected portfolios
Non-US citizens pay US estate tax on assets above $60,000 at progressive rates up to 40%
Your job + wealth tied to the same company
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
Whether you seek growth or preservation, we guide you to the right markets and ETFs to invest in
Time horizon
>7 years
Risk level
High
PurposePrimary purpose
Grow wealth
Client interests
AI
Energy
Crypto
China
PolandPortfolio features
UCITS complianceLow expense ratiosReputable asset managersHigh liquidityLow tracking errorUCITS complianceLow expense ratiosReputable asset managersHigh liquidityLow tracking error
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
Don't leave your family exposed to estate tax or concentrated risk. Start your RSU de-risking journey with Paasa.
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.
