Analysis

Client Disclosure

Last updated: Sep 25, 2026

This Disclosure Document has been prepared in accordance with SEBI (Investment Advisers) Regulations, 2013.

Investor Charter Complaints Escalation Matrix Grievance Redressal Conflict of Interest Overseas Investment Advisory Accessibility Statement

Overseas Investment Advisory

Our investment advice may include an allocation to global equity instruments, such as US-listed ETFs and stocks, where appropriate for diversification and based on your risk profile and financial goals.
These instruments are listed and traded outside India and are not regulated by SEBI.
If you wish, you may execute these investments through our partner, ViewTrade International IFSC Private Limited, which is based in GIFT City, Gandhinagar and regulated by the International Financial Services Centres Authority (IFSCA).
The investment account is opened and maintained in your own name. ViewTrade is responsible for executing and settling transactions and holding your securities. HexaWealth only provides the technology integration between our platform and ViewTrade. We do not hold your money or securities, execute trades, or act as a broker. Orders are placed only on your instruction.
Using ViewTrade is entirely optional. You are free to act on our advice through any broker or platform of your choice, and the advice provided by HexaWealth remains the same irrespective of the platform you use for execution.
HexaWealth does not receive any brokerage, commission, referral fee, or revenue share from ViewTrade. Any brokerage and account-related charges are levied by ViewTrade and will be disclosed to you before you transact. Our only compensation from you is the advisory fee specified in our prevailing fee structure, available at hexawealth.in/pricing.
If you have any concerns regarding our investment advice, please feel free to raise them with us. For concerns relating to execution, your account, or brokerage charges, you may email us at support@hexawealth.in. We will review the concern and, where applicable, raise it with ViewTrade on your behalf.

Corporate Address

T-Hub Phase 2, 6th Floor, 20, Inorbit Mall Rd, Vittal Rao Nagar, Madhapur, Hyderabad, Telangana 500081

SEBI Chennai Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002, Tamil Nadu Tel. Board: +91-44- 28880222 / 28526686 Fax : +91-44 -28880333 E-mail : sebisro@sebi.gov.in

Investment in the securities market are subject to market risks. Read all the related documents carefully before investing. Your relationship with the Company will be governed by the Investment Advisory Agreement signed with you and the terms of use of this site. The Investment Adviser shall not incur any liability by reason of any loss, which a client may suffer by reason of any depletion in the value of the assets under advice, which may result by reason of fluctuation in asset value, or by reason of non-performance or under-performance of the securities/funds or any other market conditions.

HexaWealth is a brand name owned and operated by HEXAWEALTH FINANCIAL TECHNOLOGIES PRIVATE LIMITED, a SEBI-registered Investment Adviser (Registration No: INA000019080). Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance or returns. Investments are subject to market risks, read all related documents carefully

In terms of the regulatory requirements, you as a user can either avail our investment advisory services or distribution/facilitation services and not both. The Company shall make all endeavours to ensure segregation of the advisory and distribution activities by not offering both to the same user by placing appropriate post-login disablement/accessibility blocking checks on the website.