Achieve your goals through goal planning

A goal without a financial plan is just a wish or a dream. Turn your dreams and wishes into achievable goals.

About Us

Hexagon Wealth Advisors is a Mutual Fund Advisory Firm promoted by Mr. Gurpreet Singh, B.Com(Hons),FCA,CPFA who is in the business of advising on Mutual Funds since 1995. It is one of the leading Independent Mutual Fund Advisory firm in India, and has been built on pillars of right advice and best service, leading to customer satisfaction and repeat business from clients. The firm also is now at the forefront of providing investor education through regular "Investor Awareness Programs".

Hexagon Wealth Advisors aims to provide investment solutions through Mutual Funds and right investment advice for all investment & financial planning needs of the investors like- Wealth Creation, Wealth Preservation, Regular Income Plans, Children’s Investment Plans and more...

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Frequently Asked Questions

What is a Mutual Fund?
A Mutual Fund is a body corporate registered with the Securities and Exchange Board of India (SEBI), that pools up the money from individual / corporate investors and invests the same on behalf of the investors /unit holders, in equity shares, Government securities, Bonds, Call money markets etc., and distributes the profits.
Which was the First Mutual Fund to be set up in India?
Unit Trust of India is the first Mutual Fund set up under a separate act, UTI Act in 1963, and started its operations in 1964 with the issue of units under the scheme US-64
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