Hexagon\'s services

HEXAGON CAPITAL ADVISORS PVT. LTD.

Investment Management

Financial Planning

Family office

ABOUT US

Based in Bangalore, Hexagon is a niche wealth management
We were awarded by CNBC
company with specialized investment management skills, excellent TV18 as South India’s best
performing Individual
risk management techniques and some of the best client support Financial Advisor for the Year
2006 and have a client
the industry has on offer, Hexagon caters to the financial needs of retention ratio of 92%
large families, trusts and institutions and Individuals.

HEXAGON offers investment Hexagon’s investment team pride themselves on being solution-oriented
solutions tailored to your
financial needs, with an people who have worked with their clients, to provide them with solid returns
ideating process that keeps
YOU in the focus. It is what we for their investments, while keeping their entire financial picture in mind. Our
do best; get your money to
work for you. Team has a cumulative experience of 32 years in the business

OUR PROMOTERS

Mr. T Srikanth Bhagavat , Managing Director
Engineer with a Post – Graduate Degree in Management Studies from Symbiosis, Pune.
Experience in Corporate Finance and Merchant Banking prior to starting Hexagon.

Mr. T.K.K.Bhagavat, Chairman

Reputed banker with more than 40 years experience in Central Banking (Reserve Bank of
India) and Commercial Banking in India and other Emerging Economies. Advisor to IMF.
Chairman & Managing Director of Indian Overseas Bank, Bank of Maharashtra and Vysya
Bank.

Mr. Vijaykumar Yadalam

Managing Director , Ramkumar Mills Pvt. Ltd., Bangalore. Former President of the
Bangalore Management Association . Former Deputy Chairman, Karnataka Textile Mills
Association.

Mrs. Hemanti Phadke
President of the D.S.Kulkarni Group of Companies, a reputed and successful property
developer of Pune and Mumbai.

OFFERING

Our Advisory Products include Mutual Funds, Insurance, Gold, Art, Realty,
Bonds, Private Equity &PMS.

Financial
Planning

Investment
Family office
Management

Service
Offering

STEPS IN OUR INVESTMENT PROCESS

PRE-INVESTMENT CONSULTATION

PORTFOLIO CONSTRUCTION

ONGOING PORTFOLIO REVIEWS


Risk Tolerance and Analysis

Our first step towards planning your investments would be to obtain a clear understanding
of your financial needs, current situation and investment objectives. It is essential that we
determine your risk appetite for investing before we advise you on what is best. This is done
through the use of a questionnaire and personal discussion.

Asset Allocation

The process of risk analysis will determine the proportion of higher risk investments versus
lower risk investments in your portfolio, also called your asset allocation.

Customized Portfolio Construction

At Hexagon, we provide investment advice on Mutual funds, Private Equity products, Bonds,
PMS, Fixed Deposits, Insurance, Gold, Real Estate and Art. We use these asset classes for a
customized portfolio construction.


Investment Plan

A final Investment Plan is then created which is backed up by a document detailing the
funds’ performance; your risk appetite, our macroeconomic perspective and tax
implications. Once the plan is documented & approved, it is executed.

ADVISORY SERVICES

Buy Recommendations

Your Advisor will choose the best suited funds for you, as per our research and your need, risk appetite &
asset allocation. Funds are graded internally based on the same risk categories (as client risk mapping) to
ensure the fund choice too is tailored to your risk appetite.

Sell Recommendations

If a fund is underperforming in your portfolio or there is some tactical call to be taken based on the market
outlook, a sell recommendation with justified rationale comes to you from your Advisor.

Dedicated Advisor

When you invest your money with advice from Hexagon, you are in fact, investing in a relationship. A
Dedicated Advisor is the primary contact assigned to you to provide personalized services. Advisors, through
frequent association with you, are closely acquainted with your financial situation and make their
recommendations accordingly.

ADVISORY SERVICES

Portfolio Monitoring

It is not enough that we allocate your money across different asset classes based on your risk tolerance. In a
dynamic market scenario we guide you towards successfully managing change. Once the investments are made,
your Advisor monitors the performance of your investments to advise you on entry and exit points to ensure that
you receive maximum returns for your investments.

In-depth Reviews

We conduct portfolio reviews every year apart from frequent personal communications to keep you updated on
what is happening with your portfolios and evaluate the actions taken. The investments are reviewed in relevance to
the investment plan and recommended asset allocation. The service includes funds’ performance evaluation, review
of the market situation, changes in asset allocation along with strategy and goal check.

The various reviews we cover are:

 Asset Allocation & Scheme Performance Review
 Financial Plan Review

RESEARCH-BASED SERVICES

Weekly Market Briefs

Our Research Desk is on constant endeavor to keep you informed and updated about the financial markets
on a weekly basis.

Communiqué

In depth research is regularly featured in our newsletter – Communiqué. The research covers the investment
environment and data on top performing funds and market outlook.

Fund Analysis & Fund Selections

A handful of top performers from over 1000 funds are distilled; based on internationally accepted
performance parameters like risk adjusted return, returns variability etc. Apart from these parameters;
factors like fund manager’s competence, investor-friendly behavior of the fund, ethics of the fund manager
and investment and economic environment are also considered.

OPERATIONAL SUPPORT

Completing requirements for KYC & PAN card

Filling of forms as per Client Information Record

Transaction Processing

All the transactions like purchases, switches, redemption etc. are taken up by our operations wing.

Account Management Services

If you decide to change your bank account, change your address, change your nominees or any other
personal information, we do the needful for you.

Transaction Statements

An updated list of all transactions executed by you shall be provided, which can be used for accounting
purposes.

OPERATIONAL SUPPORT

Capital Gains Statement

To smoothen your tax filings, we also organize for the Capital Gain Statements from the Asset Management
Company and facilitate the process for your auditors.

Logistics

Our endeavor to provide convenience takes a new dimension when we pickup and drop cheques and
transaction papers from or to your doorstep or a place of your convenience.

Portfolio Statement

Your updated portfolio statement will be sent to you through e-mail.

PORTFOLIO REVIEWS

For each financial year, 4 reviews will be conducted. Out of this, 2 reviews will be detailed and
2 reviews will present the macro picture.

Asset Allocation & Scheme Performance Review: (detailed review)

 Review of all the actions taken in the portfolio since the last detailed review
 Impact of the actions taken
 Net investments made
 Market Value and performance tracking since last review
 Asset Allocation Charts (Current versus the Target Asset Allocation)
 Style diversification chart
 Snapshot of Scheme diversification
 Scheme Performance table
 Note on Market outlook and strategy
 Snapshot of cash levels in portfolio
 Liquid versus illiquid assets
 Update on chosen Active Strategy
 Peer performance tables for funds
 Fund Notes

PORTFOLIO REVIEWS

Asset Allocation & Scheme Performance Review: (Macro Review)

 Net investments made
 Market Value and performance tracking since last review
 Style diversification chart
 Scheme Performance table
 Note on Market outlook and strategy
 Snapshot of cash levels in portfolio
 Update on chosen Active Strategy
 Asset Allocation Charts (Current versus the Target Asset Allocation)

ACTIVE STRATEGIES FOR INVESTMENT MANAGEMENT

Our choice of Active Strategies for investment management

enable you book profits at specified profit levels, dynamically

re-balance your asset allocation and also take advantage of

investment opportunity presented by economic cycles.

SERVICE CATEGORIES

Office Platinum Office Gold Office
• Financial Planning • Financial Planning • Financial Planning
• Investment advisory • Investment advisory • Investment advisory
• Integrated reporting • Integrated reporting • Integrated reporting
• Advisor evaluation • Advisor evaluation • Advisor evaluation
• Computation of investment • Computation of investment • Computation of investment
gains gains gains
• Tax assistance • Tax assistance
• Estate Planning • Estate Planning
• Owner-level advice
• Assistance on philanthropic
activities

SERVICE DESCRIPTION

Financial Planning:
Financial Planning at Hexagon is a systematic and disciplined process of enabling our clients to identify
their life goals along with timelines for achieving them. It also includes evaluating the risks involved in the
process and guarding adequately against them. Our active strategies for goal management ensure that the
journey is steady and worry-free.

Investment Advisory:
Our team of advisors with a cumulative experience of 32 years in the field of Investments is committed to
presenting you with practical advice to streamline your investments with your risk appetite and needs.

Integrated Reporting:
A report of all your investment holdings including:
 Single snapshot of investments held with all advisors
 Tracking and steering overall asset allocation towards the prescribed asset allocation

SERVICE DESCRIPTION

 Integrated and individual views of performance of all advisors, based on data supplied by the
individual advisors
 Performance of portfolios measured against benchmark indices for outperformance or
underperformance
 Asset class-wise analysis of performance

Owner-level advice:
There are times when business families need to restructure their businesses to prepare it for the future
generation. This service helps one do that and also helps in identifying a growth path for the business.

Assistance in philanthropic activities:
 Identification of causes
 Conduct due diligence on the NGO if required
 Structuring the mode and execution of the charity

Your
Assets

Plan for an
Your
emergency
Liabilities
fund
360o view
of your
Financial
Situation
Adequate Maximum
Health Tax
Cover efficiency

Adequate
Life cover

Disciplined Asset
Rebalancing in
the post-
retirement years
and continuous
advisor support

Scenario Analysis We follow the
and stress Depleting Corpus
testing Methodology to
assumptions on arrive at
returns to make retirement
a robust plan corpus
Plan your
retirement
with
Hexagon
Your advisor is
Sudden changes
always at hand
and additions to
to ease any sort
income can be
of worry about
incorporated
your plan

Tax-efficient and
Cost-efficient
methodology
used

BROAD OUTLINE OF HEXAGON’S FUND RECOMMENDATION PROCESS

Result
Filter 1

Filter 2
Asset Management Co. / Quantitative metrics:
Funds:
Fund
Risk
Ethical Practices Recommendation
Quality of Return+
Fund Philosophy
Fund Manager’s from Hexagon’s
Consistency of fund
outperformance
Investor Friendly Behavior
Performance consistency Research Desk
Age (at least 3 years’
performance)*

*Not applicable to the NFOs we + What risk was taken to
recommend. NFOs are rarely achieve the said return?
recommended unless we feel there is
good potential in the investment
philosophy and fund outlook. If fund is less
than three years, it is accorded a higher
risk rating.

We place qualitative filters such as investor friendly behavior in
the highest priority while selecting our funds.

(Investor “un-friendly” behavior is maybe the fund taking investment calls which benefit some large
institutional investor but hurt the retail investor.)

As you can see, we filter funds for these parameters before looking
at returns.

THE PROCESS

Determination of fund category
Large / Mid / Blend/ Sector / Thematic Short / Floating / Income / G-sec / Liquid / Hybrid

Analyze Suitability of corpus size in relation to the fund category

Measurement of Risk and Return
Point – to – Point return Categorize to low/ mid/ high risk

Quality of Returns
Did the return justify the amount of risk taken?

Measure contribution of fund manger

Group into Quartiles

THE PROCESS

Shortlist Top Quartile performers

Analyze for Trends

Classification of funds according to risk
Aggressive Moderate Conservative

Map the risk characteristics of fund to client’s risk profile

Study of Macro Economic indicators

Make a fund recommendation

THE RESULT

Individual rating of all the mutual funds based on parameters
which are held paramount in Hexagon’s system.

These ratings can be directly mapped to your individual risk
profile to give you a recommendation tailored to your risk
profile.

PERFORMANCE OF MODEL PORTFOLIO

ASSET ALLOCATION : AGGRESSIVE

Debt
20%

Equity
80%

PORTFOLIO COMPOSITION

Fund Allocation Corpus
HDFC Equi ty 15% 750,000
DSPBR Top 100 15% 750,000
Bi rl a SL Frontli ne Equi ty 10% 500,000
ICICI Pru Focus ed Equi ty 10% 500,000
Rel i a nce Regul a r Sa vi ngs – Equi ty 5% 250,000
Bi rl a SL Mi dca p 5% 250,000
Sunda ra m BNP SMILE 5% 250,000
ICICI Prudentia l Infra s tructure Fund 15% 750,000
Templ eton Indi a Ul tra Short Bond Fund 5% 250,000
Templ eton Fl oa ting ra te – Long Term 5% 250,000
Templ eton Indi a Short Term Fund 5% 250,000
BSL Dyna mi c Bond Fund (Medi um Term) 5% 250,000
100% 5,000,000

BENCHMARK PORTFOLIO

Benchmark Portfolio - Asset Allocation

Nifty 4,000,000.00 80%
Fixed Deposits 1,000,000.00 20%
5,000,000.00

PERFORMANCE

Performance of Model Portfolio v/s Benchmark Portfolio
Value as on Benchmark portfolio Hexagon's Portfolio
1-Mar-09 5,000,000.00 5,000,000.00
17-Mar-10 8,827,458.00 9,406,490.11
Portfolio Returns (Annualized) 72% 83%

Hexagon's
Portfolio
Benchmark
Value,
Portfolio
94,06,490
Value,
88,27,458

Investment
Value,
50,00,000

THANK YOU

contactus@hexagononline.com

Hexagon\'s services

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