Vishnu Shastry

Chartered Accountant (AIR 41) | NISM XA & XB Investment Advisor | Multi Family Office | Investment Advisory

Role: Multi Family Office Portfolio Analyst at Hexagon Wealth
Location: Bengaluru, KA, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Vishnu Shastry

Currently hands on experience in Investment advisory and Family office.Previous practical expertise in Statutory audit, Internal Audit, Corporate Law, Indirect taxes and Direct taxesQualified as a Chartered Accountant in Nov\'23 (AIR 41)

Experience

Multi Family Office Portfolio Analyst
Hexagon Wealth
May 2024 — Present · Bengaluru, IN

Education

Institute of Chartered Accountants of India
Chartered Accountant
2019 — 2024

Contact information

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Work email
•••••@hexagonwealth.com
Personal email
•••••@•••••.com
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Current company

Hexagon Wealth

Financial Services · 31 employees · Founded 1996 · India

Hexagon Wealth is a SEBI-registered investment advisor based in Bengaluru. Your life goals - wealth, worth and well-being are the centerpiece of Hexagon\'s wealth management philosophy. We ensure that you live the life you always wanted, by helping you carefully plan your finances and investments. Hexagon is a trusted name with more than a decade of service excellence to its credit. It has served us well in building long-lasting partnerships with our clients. Hexagon is a SEBI registered Investment advisory firm that caters to a wide range of clients and with different backgrounds come different financial needs which are addressed with personalized investment initiatives. It is the detail that matters. We work tirelessly to ensure that our service not only meets, but exceeds all aspects of client expectations. Hexagon is driven by our experts with more than 32 years of cumulative experience in wealth management. Our success is the result of extensive research and accumulated skill and wisdom. Hexagon was voted as South India’s best IFA, by CNBC TV 18, in 2006. Performance and Reliability are the ethos of Hexagon, qualities that the management team has striven to inculcate into every facet of Hexagon’s operations. Thanks to their efforts, today Hexagon enjoys a wonderful reputation and is nationally recognized for its wealth management capabilities. Hexagon Capital Advisors Private Limited is a SEBI Registered Investment Advisor, Type of Registration - Corporate RIA. SEBI Reg. No-

hexagonwealth.com

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About Vishnu Shastry

Experience

Multi Family Office Portfolio Analyst

Education

Institute of Chartered Accountants of India

Find verified contacts for anyone on LinkedIn