Paasa

Paasa is a digital-first wealth platform that gives investors access to global markets, including US, Swiss, UK and Hong Kong exchanges. It is designed to help investors diversify beyond domestic markets, including through UCITS ETFs and strategies for diversifying concentrated RSU holdings. The platform supports direct investing and managed strategies, with automated rebalancing and tax optimization features.

Key capabilities include direct investing across a broad universe of stocks and ETFs, expert-built managed strategies, multi-currency support across nine currencies, and access to UCITS ETFs. The platform offers India-ready tax reporting, including Schedule FA, Schedule FSI, and capital gains reports. It also provides tools such as a global brokerage calculator, U.S. estate tax liability calculator, tax report generation, and a UCITS ETF screener. The platform is available on desktop and mobile, with holdings held through Interactive Brokers under the investor's name.

Paasa is available to users in India, the USA, UK, Middle East, Singapore, Thailand, and select other regions, though India-specific tax documentation is provided only for Indian users. Onboarding is digital, requiring KYC documentation, and supports Indian residents, NRIs, returning NRIs, and foreign nationals. The platform offers white-glove onboarding and supports consolidation of existing holdings. Pricing details are available on the platform's pricing page.