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 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.
Set Goals
We set out your investment objectives and yes, life goals, in black and white.
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.
Explore
We take a 360-degree look at your financial situation and aspirations, and gauge your risk tolerance.
Build
We custom-make a bespoke portfolio of multiple asset classes and tax-efficient products, based on extensive research.
Execute
We put the asset allocation and portfolio plan into action and rebalance periodically.
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
