Our Wealth Stories
They trusted us. We helped them meet their aspirations. Meet just a
few of our happy clients!
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.
We take a 360 degree look at your financial situation and
aspirations, and gauge your risk tolerance.
We set out your investment objectives and yes, life goals, in
black and white.
We custom-make a bespoke portfolio of multiple asset classes and
tax-efficient products, based on extensive research.
We seek your feedback on the plan.
We put the asset allocation and portfolio plan into action and
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.
Trust is a Six-Letter Word
At Hexagon, your trusts rests on six pillars
We'll never be swayed by factors not in client interests.
We seek life-long client relationships, not transactions.
We believe clients' trust is earned, not given.
We're committed to lifelong professional learning.
We treat employees as partners in our prosperity.
We'll use our knowledge to further societal well-being.
Good investment advice is never a one-shot exercise
We’re constantly learning and updating our knowledge. Know what
we’re thinking today about the world of investing.