Paasa helps Indian professionals reinvest concentrated RSUs into globally diversified, estate-tax-protected portfolios
Non-US residents are subject to US estate (inheritance) tax on the value of their US-domiciled assets exceeding $60k, at progressive rates of 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
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
Aggressive growth
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
Craft matters. Paasa's experience is clean, but the real win is the rigor behind it; I needed clarity. Paasa delivered - FEMA guidance I could act on, onboarding that just worked, and portfolios that felt built for diversification of RSUs, not retrofitted. Disclosure: I'm an angel investor in Paasa.
Deepak Menon
Vice President, Microsoft (Hyderabad)
My experience with Paasa has been excellent. They have made global investing straightforward, especially when it comes to managing overseas investments and navigating U.S. estate tax implications. What I value most is their strong local support in India, they ensure everything aligns with FEMA, LRS, and taxation requirements. It's rare to find a team that bridges global opportunities with local compliance so seamlessly.
Sudhir Angara
Senior Director, Microsoft (Hyderabad)
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.
