Pricing Built for Value.
Whether you're just starting out, seeking expert-led portfolio management, or looking for comprehensive financial planning—HexaWealth has a plan tailored for you.
Advisory Plus
₹6,000/year or 0.3% of investment value (whichever is higher)
Includes Taxes • Billed quarterly • Cancel anytime
For investors looking to invest in expertly curated portfolios, managed with precision.
•Personalized portfolio recommendations based on your risk profile
•Rebalancing actions based on changing market conditions
•Smart execution strategy for SIPs & lumpsum (split into tranches as per market outlook)
•Invest directly through the app with seamless execution
•Monthly investment summary reports to keep you informed and in control
Advisory Gold
₹15,000/year or 0.5% of investment value (whichever is higher)
Includes Taxes • Billed quarterly • Cancel anytime
For investors seeking comprehensive, expert-led financial planning and management.
•Everything included in Advisory Plus
•Personalized financial planning aligned with your goals
•Proactive rebalancing based on life changes & market shifts
•Dedicated expert for ongoing support and strategy execution
•Ensured timely execution of all investment actions
•Curated stock recommendations based on our in-house research
•Portfolio hedging strategies using derivatives when needed
Flexibility that
works for you.
Transparent Pricing
Clear, transparent fees that reflect our commitment to your financial journey.
Flexible Upgrades
Begin with what you need. Upgrade anytime by simply paying the difference.
Our Cutting-Edge Technology Ensures
Maximum Efficiency
Advisory Plus
Wiser Portfolios. Transparent Pricing.
₹6,000/year or 0.30% of your investment value—whichever is higher. Charged quarterly.
How it works
•
Minimum ₹1,500 per quarter for portfolios up to ₹20 lakhs
•
Beyond ₹20 lakhs: 0.25% annual fee applies
Advisory Gold
Premium Advice. Transparent Pricing.
₹15,000/year or 0.5% of your investment—whichever is higher. Charged quarterly.
How it works
•
Minimum ₹3,750 per quarter for portfolios up to ₹30 lakhs
•
Beyond ₹30 lakhs: 0.5% annual fee applies
*Gains mentioned above are for illustration purpose, based on the model's portfolio backtested data. Past performance is not indicative of future results.