About Us

Since its inception in 1998, Hexagon Wealth, a wealth management and financial planning company, headquartered in Bangalore, has grown to manage over 1000 clients, both individual and corporate, with assets under Advisory in excess of base of Rs. 200 crore.

We are a SEBI registered Investment advisory firm, following strict guidelines set by SEBI ensuring only suitable investment advice is rendered, securing the safety of the investor against any mis-selling. SEBI has made it mandatory for anyone who wishes to practice advisory to be registered. This also  is a  confidence booster for new investors as we are audited  by a strong financial regulator.’

To be judged as South India’s Best Independent Financial Advisor, at the annual awards instituted by CNBC TV18 in 2006stands as testimony to our focus on meeting the needs of our customers backed by meticulous research.

With a cumulative experience of over 30 years now, Hexagon’s investment team pride themselves on being solution-oriented people who have worked with their clients, to provide them with market-beating returns for their investments, while keeping their entire financial picture in mind. Unsurprisingly, we have a client retention ratio of 92%.

We offer a range of financial products that meet your need to invest, insure and create long term wealth. Such products include mutual funds, equities, bonds, insurance and realty, along with alternative investment products such as commodities and art. Hexagon is registered with the Association of Mutual Funds of India.

This focus on research and an eclectic approach has given rise to what we term the Hexagon way, where every investment decision is based on a careful analysis of an individual’s specific tolerance for such risk, objectives – financial and personal and potential investment instruments available in the market.