• Aqua empowers financial advisors to access alternative assets traditionally available only to large institutions and ultra-high-net-worth individuals.
  • Aqua offers products like Access Funds, Aqua Connect, and Feeder Funds to facilitate frictionless investment into private market opportunities.
  • Aqua meticulously curates a selection of top-performing alternative investment funds, ensuring rigorous due diligence for high-quality investment options.

When it comes to the world of finance, alternative investments have become a point of interest among investors who want diversified portfolios that will give them good risk-adjusted returns.

Although stocks, bonds, and cash are considered traditional asset classes which are important in their own right, they have become less attractive stand-alone due to market volatility and concentration risks.

As a result, professional investors are increasingly allocating a substantial portion of their assets to alternatives such as private equity, venture capital, hedge funds, real estate, and collectibles.

Therefore not only do these assets offer higher potential returns, but they also provide critical portfolio diversification thus reducing overall risk exposure.

Addressing Access Gap

Access to these highly rewarding alternative assets has historically been limited to institutional heavyweights and ultra-high-net-worth individuals.

This exclusivity has created a significant gap where the average investor is left with few opportunities to participate in these high-yielding investments.

Aqua has come up in response to this disparity as an innovative firm seeking to democratize access to alternative assets among financial advisors and clients.

Aqua’s Unique Selling Proposition

Aqua's mission is empowering financial advisors by letting them invest outside the box of conventional asset classes thus providing access that has traditionally been preserved for elite groups only.

Moreover Aqua offers a range of products designed to make it easier for advisors to integrate alternative assets into their clients' portfolios

Aqua Product Offerings

  • Access Funds: This end-to-end platform manages all operational aspects required for investing in private funds or companies, eliminating the operational burden for advisors.
  • Aquatic Connection: Providing access to a select group of private equity, private credit, real estate, and venture capital funds that are high quality managed by trusted GPs.
  • Feeder Funds: A no-lift solution for fund managers, aggregating high-net-worth investors without the additional operational workload.

Leadership Behind Aqua

Rohan Marwaha, who was formerly employed at Blackstone, is the leader of Aqua’s vision. Rohan worked together with Dev Patel, a former employee of Bank of America because he noticed that there was a great demand for alternative asset managers.

Rohan and Dev are reconfiguring the investment space by democratizing options for alternative investments.

The Aqua Experience

Aqua as a platform combines cutting-edge technology automation with white glove service thus giving advisors as well as their clients a seamless experience.

Aqua allows average investors to diversify into otherwise inaccessible alternative investments through lower minimums.

In addition, every aspect of the alternative investment lifecycle from customer identification processes (KYC) and anti-money laundering (AML) regulation to capital calls, distributions, performance, reporting, and taxation issuance has been simplified by Aqua digital infrastructure.

Curated Approaches to Investment

Aqua meticulously selects top-performing funds among a range of different types of funds so that only the best opportunities go before its investors.

Each fund goes through a full investigation including track record, the strategy applied, team composition, and marketability.

This rigorous process guarantees that all clients served by Aqua have access only to reliable investment options which are thoroughly checked in advance.

Aqua stands out from its competition by enabling financial advisors and other intermediaries an unparalleled exposure to various well-performing assets under various sectors.

By deploying innovative technology and sticking to excellence principles, Aqua is bridging the gap between conventional investment opportunities and the alternative assets world where very few people can get in, hence paving the way towards a brighter, inclusive, and dynamic finance future.

Edited By Annette George