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

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.

Wonderland – Fake News

The Wonderland The Wonderland Given the digital diarrhoea that the world is going through, exercising our power of discrimination is so important. The same is true of information related to investments too. Many get swayed by the glut of information from...

Masterclass by Kalpen Parekh

Masterclass by Kalpen Parekh- How To Resist The Temptation Of Being Overconfident With Money Kalpen Parekh is the President of DSP Investment Managers Pvt. Ltd. He calls himself a student of principles of good & long term investing. . He’s an avid reader and...

Volatility Buttons for Equities

Volatility Buttons for Equities We all are well aware that equities are volatile, that is they change prices and valuations frequently. In the short term the reasons could vary widely, ranging from news headlines to events and speculative forces. But these do not...