Hexa Advisory Pricing
Simple. Transparent. Aligned With You.
Expert-led, tech-powered investing—with pricing designed to align our success with yours.
Everything we do. One simple price.
Transparent annual fee · All-inclusive of taxes · Billed quarterly
0.3%
Up to ₹50 lakh
0.2%
₹50 lakh – ₹1 crore
0.15%
Above ₹1 crore
Our fee is a percentage of the assets we manage for you, with slab-based pricing—each rate applies only to the portion in that band.
As your wealth grows, your effective fee rate decreases.
Our promise — you pay only when you gain
₹0
your fee when there's no profit
5%
the most we'll ever take of your gains
The rates above are the ceiling — you pay the lower of those rates and 5% of your gains. So if your portfolio doesn't make money, you don't pay us.
The best part? Some of it is simply free.
Emergency fund planning
Your safety net — designed, funded and monitored for free.
FREE
Low-risk & cash components
Debt, liquid and cash allocations managed at no charge.
FREE
The advisory fee applies only to your growth investment component. Everything that keeps you safe costs nothing.
A dedicated human expert — always
Personalized portfolios built on your goals & risk
Proactive rebalancing as markets and life change
Smart execution for SIPs & lumpsums
Curated research and portfolio insights
Periodic reports that keep you in control
No hidden charges · Taxes included · Cancel anytime
Not a robo-advisor · Not an automated investing app
Real experts. Cutting-edge tech.
We believe humans are essential to an investment journey. Our technology does the heavy lifting — but an expert is always working with you, from your first plan to every rebalance.
Cutting-edge technology
A human expert, always
How inexpensive is investing, really?
Slide to your investment amount and see what expert-led, tech-powered investing actually costs.
If your investments with us are
₹25 L
₹5 L
₹2 Cr
₹625
/ month
Quarterly fee
₹1,875
Effective rate
0.30% / yr
Per day
₹21
…and even this applies only when you gain.
What does that mean out of your profit?
Say your portfolio returns 12% in a year — a gain of ₹3,00,000. Here's what that year would cost you:
With HexaWealth
₹7,500
just 2.5% of your profit
Regular plans via a distributor
₹17,500–₹25,000
~0.7–1% of assets, 6–8% of your profit
Profit-sharing models
₹30,000
~10% of your gains
With HexaWealth you keep ₹2,92,500. Whatever happens, our fee can never cross 5% of your gains.
Figures are illustrations to aid understanding; the 12% return is not a projection or guarantee. Distributor commissions and profit-sharing fees are indicative industry ranges and vary by provider. Your advisory agreement and statements are binding. The advisory fee applies to your investment component; the cash and emergency fund component is free.
Priced on a simple belief.
If our incentives aren't aligned with yours, the pricing is wrong. That's why our pricing is designed to align our success with yours.
Humans are essential
We are not a robo-advisor or an automated investing app. We combine the power of technology with the judgment of experienced investment professionals.
Cutting-edge technology
Institutional-grade engines power your portfolio - screening, optimization, and execution with a precision no human alone can match.
We earn when you earn
If your portfolio doesn't make money, you don't pay us. And our lifetime fees can never cross 5% of your lifetime gains. Your win is, quite literally, our win.
Free where it matters
Emergency fund planning and your cash component cost you nothing. Your safety net should never carry a fee.
When you win, we earn. Never the other way around.
Transparency, accountability and aligned success aren't standards imposed on us - they're embedded in our DNA.