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Managed Strategies

Access global markets with professionally managed strategies tailored for Indian investors

Minimum investment $5,000

Globe iconGlobally diversified
Expert iconGuided by professionals
Movement iconIndia-ready tax reporting

Personalized to you

We align your investments to your goals

Whether you seek growth or preservation, we guide you to the right markets and ETFs to invest in

Sanjay Mehta

Verified

Time horizon

>7 years

Risk level

High

Purpose

Grow wealth

Client interests

AIAIEnergyEnergyCryptoCryptoChinaChinaPolandPoland

Portfolio features

CheckUCITS complianceCheckLow expense ratiosCheckReputable asset managersCheckHigh liquidityCheckLow tracking errorCheckUCITS complianceCheckLow expense ratiosCheckReputable asset managersCheckHigh liquidityCheckLow tracking error

Peace of mind

Diversification across global asset classes

Balanced diversification protects wealth during downturns while capturing growth across global markets

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Minimum investment $5,000

Asset types and diversification

Our portfolio management process →

1/5 Personalised onboarding

Following an in-depth discovery, we structure a portfolio tailored to your objectives and risk profile

Get Started

2/5 Continuous oversight and rebalancing

We continuously monitor allocations and rebalance to keep your portfolio disciplined and aligned

Monitor

3/5 Proactive recommendations

Our team proactively identifies adjustments so your portfolio captures opportunity

Update

4/5 Client requests

Whether it’s new themes or sectors, we incorporate your preferences into execution with oversight

Message

5/5 India-ready tax reporting

We track your gains and losses, apply tax-loss harvesting, and provide India-ready reports for simple filings

Tax loss harvesting

Invest with confidence

Your very own cross-border family office

From the US to Europe to Asia, we help you invest globally with compliance and simplicity built in

NYSENASDAQAMEXOTCPNKARKABATSLSESEHKHKSENYSENASDAQAMEXOTCPNKARKABATSLSESEHKHKSE
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Minimum investment $5,000

Weekly Run

Weekly updates

Stay informed

Clear, weekly insights into how markets affect your portfolio and the adjustments we make on your behalf

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Minimum investment $5,000

Built for global Indians

Crafted with FEMA in mind

Compound wealth without triggering dividend taxes

We select ETFs that reinvest dividends automatically, so your wealth compounds faster without tax leakage

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Protect your wealth from US estate tax

Diversify with UCITS ETFs listed on the London Stock Exchange and safeguard your wealth from US estate tax exposure

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Compliance made simple

We simplify tax filing and cross-border reporting, so you remain compliant without complexity

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Get started

Build wealth in dollars, safeguard against rupee depreciation

Book a short call with our team to understand how Paasa can work for you

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Minimum investment $5,000