Client Disclosure
Last updated: Sep 25, 2026
This Disclosure Document has been prepared in accordance with SEBI (Investment Advisers) Regulations, 2013.HexaWealth Financial Technologies Private Limited (“the Company”) is registered with SEBI as an Investment Adviser. We are committed to maintaining the highest standards of transparency and integrity in all our dealings.
No proprietary trading by the Company
The Company does not engage in any form of proprietary trading. We do not invest in mutual funds, ETFs, stocks, derivatives, or any other securities on our own account.Employee investments
Employees of the Company may, in their personal capacity, invest in securities such as equities, derivatives, mutual funds, or ETFs. Where employees invest through our platform, they do so following the same process, risk-profiling, and terms as any other client, without preferential treatment.No conflict with client advice
Our investment advice is solely based on each client’s financial goals and risk profile. Employee investments or personal trading activities have no bearing on the advice or portfolios recommended to clients.Direct plan advisory
All investment advice and portfolio recommendations provided on our app are exclusively in direct plans of mutual funds and ETFs. Clients under the advisory division are never advised to invest in regular mutual funds.Transparency & compliance
We maintain internal policies and records to monitor employee trading activity. Any potential conflict of interest is managed through disclosures, internal controls, and compliance with SEBI Investment Adviser Regulations.Mutual Fund Distribution Registration and Servicing Arrangement
- HexaWealth is registered with AMFI as a Corporate Mutual Fund Distributor (ARN-313007). This registration was initially obtained to help investors transition from regular plans to direct plans through the BSE platform.
- Our preferred approach is to serve clients through our investment advisory model, rather than as a mutual fund distributor. However, in practice, there are situations where an immediate transition of an existing portfolio from regular plans to direct plans may not be appropriate or efficient.
- For example, redeeming an existing portfolio and reinvesting in direct plans may result in tax consequences, exit loads, or other transaction-related costs. In such cases, an immediate transition may not be the most tax-efficient way to optimize the portfolio.
- To facilitate portfolio optimization in a more practical and tax-efficient manner, we are therefore extending the use of our ARN registration to also offer clients the option of transferring the servicing of their existing regular-plan mutual fund investments to HexaWealth under ARN-313007.
- This allows us to have a more complete view of your portfolio and manage it on an ongoing basis, while avoiding unnecessary redemption and reinvestment of existing investments. It also allows us to gradually transition investments to direct plans in a more phased and tax-conscious manner, wherever appropriate.