The Hexagon Difference
Our team effortlessly blends excel sheets with emotional intelligence
to tailor solutions unique to your life situation. We have many
multi-generational clients with a retention ratio of 92%.
Why Would You Trust Us With Your Money?
Why would you trust us with your money? Hexagon is built on six
pillars.
How We Got Here?
- 2014 Takes its first steps into the Investment Banking Space with Rural Shores equity Placement. 1st of its kind deal in India.
- 2012 Launched Top Value-Direct Equity Offering after four years of research.
- 2009 Successfully adopted a Fee based model.
- 2005 Encompassed Wealth Mangaement with focus on HNIs.
- 1999 Progressed its services to Investment Advisory.
- 2019 Added International Assets to our scope of advisory and investment services.
- 2014 Become one of the first few companies in India to be a SEBI registered Investment Advisor.
- 2010 Initiated active strategies - Underweight/Overweight becomes flagship startegy adding 4-5% return p.a to client portfoilios.
- 2006 The winner of Best Performing Individual Financial Advisor in South India by CNBc TV 18.
- 2000 Become advisor to large Institutions because of High Quality Research.
- 1998 Sprouted from the seeds of a low key finance company and obtains RBI approval for NBFC Operations.
Our Leadership
