New partnership will further expand access to private market alternative investment opportunities for Kubhera’s clients
NEW YORK–(BUSINESS WIRE)–Yieldstreet, a leading private market platform, is proud to announce Kubhera, a national financial advisory firm, has joined the direct-to-consumer platform as its first Registered Investment Advisor (RIA) partner. Equipped with Yieldstreet’s easy-to-use tech platform and access to a wide range of alternative investment opportunities, Kubhera’s clients are now able to diversify their portfolios with alternative assets like art, real estate, venture capital, private equity, and more.
“Yieldstreet was the clear choice when we sought out a platform that could offer our clients the potential benefits of private market exposure”
The partnership will enable Kubhera’s 300+ clients to diversify their portfolios into new private asset classes through a curated and constantly updated roster of handpicked funds. Kubhera will invest on behalf of its clients directly on Yieldstreet’s platform, and its clients will have access to the platform’s full selection of offerings, in addition to enhanced due diligence materials and reports on their investments.
“Yieldstreet was the clear choice when we sought out a platform that could offer our clients the potential benefits of private market exposure,” said Kubhera Principal Venkat Krishnaswamy. “This partnership will help more people gain access to strategies that have historically been confined to the institutional investment class, such as art diversified debt portfolios that offer shorter terms while potentially generating strong yields.”
Off the back of a record-breaking year for Yieldstreet, these capabilities allow investors to enjoy true diversification and the benefits of uncorrelated investments.
“It is long past time for both RIAs and individual investors to be able to properly access alternative investments that go beyond the outdated 60/40 paradigm,” said Milind Mehere, Founder and CEO of Yieldstreet. “This partnership highlights how forward-thinking advisors are helping clients navigate today’s difficult market conditions while preparing them for tomorrow’s investment challenges. We’re thrilled to partner with Kubhera to demonstrate that Yieldstreet can help RIAs distinguish themselves in this highly competitive marketplace.”
The partnership is the first of its kind for Yieldstreet, which was founded in 2015 to provide individual investors access to private markets. Today, with more than $3.2 billion invested on the platform since inception in 2015, Yieldstreet makes it possible for investors to access previously out-of-reach asset classes at accessible minimums.
For more information on Yieldstreet’s historical performance, click here.
Ethan is a Financial Advisor, specializing in wealth management and strategic planning for families and businesses. Even prior to becoming a partner at Kubhera Enterprises, Ethan worked extensively developing financial plans, risk mitigation strategies, and managing assets for clients through UBS Financial Services, Inc. Hundreds of businesses and clients have benefited from his expertise and knowledge in pension consulting, retirement plan implementation, and tax efficient strategies.
A graduate of Rutgers University, and proud supporter of their sports programs, Ethan now resides in Robbinsville, New Jersey with his family. Ethan and his family are also deeply involved in community outreach programs and support local families in need.
Swamy is a serial entrepreneur with extensive experience in global markets with a focus on financial management and strategic consulting. Having founded and successfully managed several businesses for growth and merger to public and regional management consulting firms, Swamy is passionate in his consultative and intuitive approach to wealth management and risk mitigation. He brings experience from the business world to executives, business owners, and families alike for financial planning and wealth management.
A graduate in Electrical Engineering from VJTI, Bombay, Swamy now resides in Princeton, New Jersey with his family. Swamy and his family are deeply involved in various charities and giving back to the global community focusing on skills development for women and children in need.
Ganga is the principal at CPAs, Taxes and Associates, PC, a boutique CPA firm located in midtown NYC and with an office in Princeton NJ. His firm specializes in accounting, tax, and specialized audit services primarily in the professional services industry. His firm was established in 1990 and has seen consistent and significant growth within his loyal client base, especially as they have spread out across the country. He and his team of accountants works closely with Kubhera provides comprehensive tax, providing a “One Stop Shop” for tax planning, strategy development and implementation, tax filing, and much more.
Prior to starting his own CPA firm, Ganga was the Senior Accountant/Supervisor at Price Waterhouse Coopers and at Deloitte and Touche where he spent 7 years in the Audit departments. Ganga graduated from Queens college with an undergraduate degree in Accounting and Economics, received his CPA, and in 1986 attended the Harvard Business School in a specialized program designed for the Big 4 accounting firms.
Along with an active CPA practice and being a Partner at Kubhera, Ganga serves on the Board of Advisors for Heart and Hand for the Handicapped, a grassroots organization in the NY/NJ/CT Tri-State area, which raises funds for handicapped children.
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