Advisory Process

Home Advisory Process

1. Conditions

Minimum asset market value has to be 5 crores INR, and our services are offered in states of Telangana and Andhra Pradesh only. We reserve the right to accept onboarding of a new client. All consultations will be held in private and with utmost confidentiality. 

2. Initial Evaluation

Initial evaluation consultation is by appointment only. Please schedule an appointment for initial evaluation which typically lasts for 30 mins to 4 hours. We only take 2 consultations per day on weekdays and 4 consultations per day on weekends and holidays, to allow detailed discussion with our clients. Hexagon reserves the right to accept or decline any case.

3. On-boarding

Clients are required to provide all the available documentation and background available with them. During onboarding the dedicated account manager will provide a detailed action plan and payment plan. Once approved for further processing, clients will be requested to provide approval at each milestone.

4. Amendments to action plan

Most of our clients have experienced changes in circumstances post onboarding and the consultant will provide a modified action plan based on the new circumstances.