wealth. worth. wellbeing

Our Wealth Stories

They trusted us. We helped them meet their aspirations.

Meet just a few of our happy clients!

Rakesh Singh

CEO

Hari, a naval officer has successfully navigated retirement, his daughters’ higher studies and their weddings, after retiring early at 48.

Farrokh Poonawala

COO

A 60-year old advertising industry icon, managed to fill the yawning gaps in his retirement kitty and now earns rock-steady cash flows.

Kavitha Hexagon Wealth Success Stories-min

Kavitha Stanley

Young PR Professional

Kavitha was 36 and ran a boutique Public Relations firm. Her husband was a marketing executive. While she and her spouse raked in large incomes

Akash Balasubramaniam

Chemical Engineer-Turned-Social Worker

Akash, 42, a chemical engineer and his wife, always believed that there was more to life.

Six Steps to Wealth

If the stories sound too good to be true, let’s assure you they’re very real.

All it takes is a systematic process. Here’s how we do it.

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Set Goals

We set out your investment objectives and yes, life goals, in black and white.

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Review

We watch your plan like a baby to ensure you’re getting to your goals and make mid-course corrections. If your goals change, we’ll adjust for this.

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Explore

We take a 360-degree look at your financial situation and aspirations, and gauge your risk tolerance.

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Build

We custom-make a bespoke portfolio of multiple asset classes and tax-efficient products, based on extensive research.

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Execute

We put the asset allocation and portfolio plan into action and rebalance periodically.

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Seek

We seek your feedback on the plan.

Trust is a Six-Letter Word

At Hexagon, your trust rests on six pillars.

No Conflicts

We’ll never be swayed by factors not in client interests.

Commitment

We seek life-long client relationships, not transactions.

Trust-Worthiness

We believe clients’ trust is earned, not given.

Knowledge-Seeking

We’re committed to lifelong professional learning.

Empowerment

We treat employees as partners in our prosperity.

Socially Conscious

We’ll use our knowledge to further societal well-being.

Our Financial Freedom Menu

Think your life stage or financial situation is unique?

We have services to help you achieve financial freedom.

Financial Planning

Investment Management

Family Office

Estate Planning

Protection Planning

Meet a few of our many Happy Clients

I highly recommend Hexagon Capital Advisors to anybody looking to create wealth in the long-term.

Mr. Siddharth Shah

We are quite happy with the growth rate of our portfolio which is much better than Sensex/Nifty.

Dr. Jayaram BS

My family and I have been extremely fortunate to have the opportunity to work with Srikanth and his team.

Mr. Sunil Dsousa

Hexagon Wealth in Media

Why wealth managers are taking smart positions in this category to brace for volatile times ahead

Waves coming in and out: How to deal with market volatility, experts advise

How much money do you really need to be financially independent?

Our Thoughts and Perspective

Hexagon Wealth – All About Total Expense Ratio

Listen to this engaging conversation between Kayezad Adajania, Head of Personal Finance at Moneycontrol, and Srikanth Bhagavat, Managing Director at Hexagon Wealth on what is the expense ratio and what does it mean to the investors.

The visual representation of the benefits brings out the real value of direct vs regular plans in mutual funds.

Zen & Now #8: The Journey

Zen & Now #8: The Journey I have not written for a long time, but as always, nature never fails to inspire me to introspect and then put pen to paper. I was on a long-pending yatra with my family to Badrinath and Kedarnath. The Himalayas are awe inspiring in their...

Will your future self thank your younger self?

Will your future self thank your younger self? People often say, "I have time to invest," or "I'll invest when I have the money." It's tempting to think that if you live frugally and skip a few vacations, you'll be able to save for retirement. Unfortunately, this is...

Investing at Different Stages of Life

Investing at Different Stages of Life Investing is both an art and science. It involves great amount of experience and precision to be right. Investing depends on multiple factors such as age, income, liquidity needs, goals etc. Each factor will influence the kind of...