Fabits vs HexaWealth

Fabits is a financial wellness app that focuses on making financial planning & wealth management accessible for all Indians. We are SEBI-registered and recognised by central bodies like NSE, CDSL, BSE and the likes. Get a financial advisor for your hard-earned money starting at ₹0/day. On Fabits, you can plan finances for a sufficient & sustainable financial life, create wealth, and protect your portfolio. All of this led & built by financial advisors who sit with you & build personalised actionables suited to your needs. Open a FREE Demat account - Pay ZERO brokerage & get access to professional financial advisory for FREE! On Fabits, explore: • Getting professional financial advisors to plan & invest your money effectively   • Pre-built investment boxes for financial goals • Mutual Funds • Tax planning • Insurance • IPOs & bonds How to open a FREE account on Fabits? To explore our offerings, you can simply Sign Up using your name & phone number. In order to start your investment journey, you just need to sign up on Fabits & complete your KYC; here is how you can open a FREE account on Fabits -  1. Sign-up on Fabits using your name & phone number 2. Complete your KYC; you will need your PAN, Aadhar, Bank details, and Signature 3. Start planning for financial goals & building wealth for it! Here’s how you can make the most of our individual financial offerings: #1 - Demat Account • Open a FREE Demat and Trading account in a just a few minutes • Simply complete the process using PAN, Aadhar, bank details, signature, and digital in-person verification • 24x7 access to and assistance from our support team #2 - Start an SIP or invest a lumpsum  • Build small financial habits and follow disciplined investing with SIPs • Have extra cash? Invest a lumpsum today or spread out over a period of time - our experts can guide you!  #3 - Expert-curated Investment Portfolios • Built by experts with 25+ years of experience in wealth management for the rich & ultra-rich • Periodically rebalanced taking into consideration market fluctuations • Readymade baskets of stocks, bonds & ETFs designed to align with different financial goals & aspirations • Plan for all of life’s milestones, big or small - from your next iPhone to early Retirement  #4 - Initial Public Offerings or IPOs & Government Bonds • Modify your application anytime to gain an edge • Set reminders for lucrative government bonds that offer stability & government trust • Stress-free and smooth subscription process #5 - Insurance • Offered in partnership with Ditto Insurance - a well-known & trusted brand  • Upgrade from your corporate insurance • Review you current insurance to identify gaps #6 - Tax planning • Personalised, need-based tax planning for business people & other non-salaried folks • Increase tax efficiency - maximise income and reduce taxes with meticulous planning by experts  #7 - Financial Consulting & Counselling  • Gain unique insights on how to invest and make the best investment plans given your current financial position • Start at ₹0/day Download the app today to get professional advice on your personal finance - get an expert to guide your wealth creation journey. Download now! Reach out to us - Website: http://www.fabits.com LinkedIn: linkedin.com/company/fabits Instagram: http://instagram.com/fabits.social Twitter: http://x.com/fabitssocial Youtube: http://youtube.com/@fabits.social Email: support@fabits.com Member Name: SHAREWAY SECURITIES LIMITED SEBI Registration Number: INZ000208134 Member Code: 13093 BSE Member ID - 61731 AMFI Registration Number - ARN-310082 Registered Exchange(s): NATIONAL STOCK EXCHANGE OF INDIA LIMITED Exchange Approved Segment(s): Capital Market and Future & Options

Most investors chase returns, instruments, and market noise. Institutions work differently. They start with a financial objective, build a portfolio around it, manage risk through asset allocation and diversification, and continuously review and rebalance as conditions change. HexaWealth brings this institutional approach to you. Built by ex-hedge fund professionals, CFA Charterholders, and IIT alumni, HexaWealth combines investment expertise, research, and technology to help you build and grow your wealth. SEBI-Registered Investment Adviser — INA000019080 PORTFOLIO FIRST. INSTRUMENTS SECOND. Instead of asking “Which mutual fund or stock should I buy?”, HexaWealth starts with the bigger picture: What should your portfolio own, why should it own it, and how should it evolve over time? Your investments are evaluated as a portfolio — across asset classes, investment styles, risk, diversification, and your goals. WHAT YOU GET - See Your Entire Wealth in One Place Bring your investments together and see your complete financial picture. Track mutual funds, stocks, ETFs, and more while understanding how your portfolio is positioned. - In-Depth Portfolio Intelligence Go beyond portfolio value and returns. Understand your allocation, diversification, style, concentration, and key portfolio drivers. See which investments may be holding your portfolio back — and understand why. - Build the Right Portfolio Get personalized portfolio recommendations based on your goals, investment horizon, risk profile, existing investments, and market conditions. Our approach combines strategic asset allocation, diversification, research-driven instrument selection, and disciplined risk management. - Optimize What You Already Own Identify overlapping or weaker investments, move to direct plans where appropriate, improve diversification, and rebalance toward target allocations. Every optimization considers exit costs, taxes, opportunity costs, and expected benefits. - Proactive Rebalancing Markets change. Your portfolio should adapt. HexaWealth identifies allocation gaps and provides rebalancing recommendations to keep your portfolio aligned with its intended strategy. - Understand the Reasoning Behind Every Recommendation See what is recommended, why it belongs in your portfolio, what changes it creates, and the investment logic behind it. - Expert Portfolio Review Technology does the heavy lifting. Investment professionals bring the judgment. Get expert portfolio reviews combining data-driven analysis with human oversight. - Plan Your Financial Freedom Estimate your Financial Freedom Age, understand your target corpus, and see how today's savings, investments, expenses, and returns can shape your financial future. - Track Performance With Context Track daily, weekly, and monthly performance against relevant benchmarks — not just absolute returns. A DIFFERENT WAY TO INVEST • Don't chase the next winner. Build a portfolio. • Don't react to market noise. Follow a process. • Don't just buy investments. Understand why you own them. • Don't set and forget. Optimize continuously. Better investing isn't about predicting the future. It's about building the right portfolio, following a disciplined process, and continuously improving it. TECHNOLOGY POWERED. HUMAN GUIDED. HexaWealth combines proprietary technology, research, advanced analytics, and investment professionals to deliver a systematic approach to wealth management. Institutional thinking. Personalized portfolios. Expert guidance. Complete transparency. Start your wealth journey with HexaWealth. Download HexaWealth and discover a more disciplined way to build and manage your wealth.