Despite the wide range of financial tools available, the industry often lacks consistent, personalized guidance, and prioritizes product sales over genuine advice. Recognizing this gap, Hexawealth offers comprehensive, tech-driven wealth management solutions. The company's mission is to democratize financial planning and wealth management, making it accessible to everyone. Built on simplicity, insight, and trust, the platform ensures ease of use, provides unique, data-driven insights, and delivers trustworthy advice to empower its users.

Hexawealth is establishing a long-term institution that integrates a strong DIY wealth management platform with the ability to engage with human advisors. This approach caters to contemporary investors while preserving a personal touch. "The platform’s holistic, 360-degree approach to financial management,along with its modular infrastructure, not only aims to serve direct consumers (B2C) but also seeks to empower individual advisors, especially in smaller cities. This aligns with Hexawealth's long term vision of transforming the wealth management landscape across the country by focusing more on advisory services," shares Abhinav Singhvi, Co-Founder and CEO of Hexawealth.

The company is rapidly expanding its platform, having recently secured SEBI's corporate investment advisory license and launched a portfolio review feature that provides in depth performance analysis and rebalancing suggestions. This feature delivers a comprehensive evaluation of users' portfolios, offering actionable recommendations with clear rationales. Additionally, the company has developed a robust risk profiling tool called Wealth Element and will soon introduce a mutual fund analysis feature powered by its proprietary Hexa IntelliWealth model. This new feature will include a personalized 'Should I Invest?' section, offering tailored mutual fund recommendations.

Seamless Integration

Hexawealth leverages a robust technology ecosystem to streamline and enhance wealth management. It simplifies user financial management by integrating its platform with Finvu, an account aggregator. The platform is also planning to utilize BSE MF Star and unified brokerage to enable the seamless execution of financial recommendations directly on the platform. Additionally, the company is working on generative AI based models to provide personalized responses to customer queries, while offering the option to connect with human advisors when needed. On the backend, the company leverages data science and machine learning models to craft optimal financial plans and investment solutions, ensuring that users receive the most effective and tailored advice.

Understanding the importance of data security, the company has implemented stringent measures to safeguard user information. The company uses private endpoints for data storage, ensuring secure and private connections to its services. Furthermore, it stores all user data in an encrypted format, adding an extra layer of protection and preserving the confidentiality of sensitive information. “As a startup, our primary focus is on building our brand through the quality of our products and solutions. Transparency is one of our core values, with every piece of advice on the platform accompanied by clear reasoning and simple insights that are easy for users to understand. This commitment cultivates trust and strengthens the foundation of our brand identity as it grows", says Abhinav.

Looking ahead, Hexawealth aims to help customers achieve financial freedom and democratize wealth management for a broader audience. The company also plans to expand into second and third-tier markets through a B2B2C model, positioning itself as a dependable partner that proactively addresses customers' advisory needs. Continuous technological advancements and the refinement of backend models will drive this vision, making them more comprehensive and efficient.