Pricing

You can invest globally with full custody under IBKR, view portfolio analytics, and get LRS/FEMA support via our documentation and blogs. No advisory or managed-portfolio services are included.

Access is self-directed investing; Apex includes advisory, portfolio monitoring, and rebalancing. With Apex, our RIA team builds and maintains a portfolio for you, monitors risk, rebalances when needed, and provides guidance on taxes and remittances.

You can cancel anytime from your profile. The system will stop automatic deductions, and your account will revert to the free tier at the end of the billing cycle.

No lock-in, no exit fee. You can cancel anytime — your investments and access remain fully yours.

No. Remittance setup and support with your bank are fully included in your plan.

No. Paasa's plans include all tax and LRS documentation support — no hidden or additional fees.

Your subscription fee is automatically deducted from your cash wallet each month.

For Indian residents, GST is included in the advisory fees charged by our SEBI-registered entity (Arc Spire Advisory Pvt Ltd).

Yes, we do offer Joint Accounts as part of our Apex plan.

All your cash and holdings are held with IBKR under your name and PAN.

If Paasa ceases operations, your assets will still be safely held and accessible through IBKR

Paasa is integrated with IBKR at an API level. You can only interact with your account through Paasa and cannot directly log into IBKR. If you want to use IBKR please make an account directly with them through their website and desktop portal.

Your assets are SIPC insured upto $500,000 total, including $250,000 for cash (held for the purpose of trading/securities) through IBKR. This is standard for all U.S. brokers.