Paasa GTM brain

category

market profile

• text: Investors comparing global equity platforms face brokerage, FX, tax reporting and cross-border transfer tradeoffs.
• text: Paasa combines self-directed trading with managed strategies and India-ready tax reports, using Interactive Brokers for custody.

personas

• title: India-based technology executive with US RSUs
  pains:

  • Employer stock creates concentration in one company and currency
  • Diversifying internationally raises tax and estate planning questions
• title: High-net-worth Indian or family office decision maker
  pains:

  • International holdings and tax paperwork are scattered across providers
  • Needs portfolio guidance and transparent costs for global diversification
• title: NRI founder or returning expatriate
  pains:

  • Changing residency can disrupt access to an existing overseas brokerage
  • Transferring money and documenting cross-border investments is difficult

icp

• text: Affluent Indian residents seeking international diversification, especially investors eligible for the $50,000 minimum advisory plan.
• text: Tech employees, founders and NRIs with US equity compensation or assets across borders.
• text: Self-directed investors who want global stocks and ETFs without a recurring access fee, while paying applicable transaction costs.

message pillars

• text: Access a broad set of international securities.
• text: Reduce Indian tax reporting friction.
• text: Choose direct trading or a managed strategy.

objections

• objection: What happens to my assets if Paasa closes?
  response: The company says holdings are held in your name with Interactive Brokers; verify custody and account documents before investing.
• objection: Is access really free?
  response: The Access plan has no recurring fee, but brokerage and other transaction charges apply; review the current schedule.
• objection: Can you help with my specific cross-border tax situation?
  response: Discuss residency, account structure and advisory scope with a qualified professional; individual circumstances vary.

competitors

• name: INDmoney
  website: https://www.business-standard.com/amp/markets/news/investing-in-us-stocks-from-india-check-how-these-5-platforms-stack-up-126110601421_1.html
  why: Offers US investing to Indian investors with its own fee and tax support structure.
• name: Vested Finance
  website: https://vested.blog/posts/best-us-stock-platform-india-2026
  why: Competes for Indian customers buying US stocks and managed portfolios.
• name: Interactive Brokers
  website: https://www.business-standard.com/amp/markets/news/investing-in-us-stocks-from-india-check-how-these-5-platforms-stack-up-126110601421_1.html
  why: Direct global brokerage is an alternative, while also serving as Paasa's custody partner.

keywords

• invest in US stocks from India
• diversify US RSUs India
• global investing India tax reporting
• UCITS ETFs India
• NRI international brokerage
• foreign stock Schedule FA

voice

• Reassuring and transparent
• Global and aspirational
• Educational

signals

• text: An Indian tech professional receives a large RSU vest and wants to diversify concentrated employer shares.
• text: An investor is returning to India or changing residency with foreign brokerage assets.
• text: A family has overseas expenses and seeks international assets or cross-border reporting support.

stack

• Interactive Brokers custody

pricing

motion

channels

• SEO
• customer stories
• LinkedIn
• Instagram
• YC launch

confidence

Founders

• name: Nitish Sahni
  title: Founder/CEO
  role: CEO
  bio: Invest in global markets from India.
• name: Sparsh Sharma
  title: Founder
  role: Founder
  bio: Chief product officer at Paasa