Today's wealth platform.
Built for India's wealth managers. 10x your workflows and client experience.
AI-first Tool
Analytics and GPT interface
One-Stop Shop
All wealth tech needs in one tool
Safe and Secure
Watertight build and integrations
A technology-first approach to wealth management
Our goal with technology is simple: a better client experience and no manual work. We want to free you to focus on your core expertise: wealth management.
Simply, we think you'll be a lot more successful as a wealth manager with Paasa.
Account Aggregation
No need to manually input stocks, bonds, MF, or FD data anymore. Our Account Aggregator takes care of it.
Performance Reporting
See key metrics, breakdowns, and conduct simulations on your client's portfolios.
Client Management
An integrated customer-management tool with typical wealth management workflows in-built.
Benchmarking
Benchmark your clients' portfolios with risk-profiling, re-balancing and goal planning. Do the same for your RMs' monthly targets.
Loved by clients
Mobile app so your clients can see the alpha you create for them.
Your Alpha with Paasa
Portfolio analytics, a customer-relationship manager, mobile app for your clients, and more.
Introducing Paasa AI
Slice it, dice it. Make your data speak for itself, beyond tables and pie charts.
For wealth managers by passionate developers
The Finance and Tech landscape in India is evolving fast. Leverage today's technology and financial frameworks to bring productivity to your wealth practice.
Nice-to-haves today will be must-haves tomorrow. Good technology is the difference.