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Profile
Hexagon Advisory is an independent advisory firm
specializing in servicing clients who are looking for
personalized relationship, high-quality services and
optimum performance.
With over 30 years of experience we offers strategic
advice on a host of corporate and individual needs
spanning business and financial advisory, transaction
and asset structuring including company formations
both on-shore and off-shore, international tax
planning assistance, private wealth and estate
planning, fiduciary services and corporate
management services.
Having joined forces with an extensive global network
of attorneys, accountants, bankers, brokerage houses
including financial & corporate advisors of
international repute, permits us to provide a
comprehensive set of solutions to meet client needs.
The bulk of our initiatives are centered on assisting
business houses/ family run businesses from across
the globe with their transaction needs including asset
protection and secrecy.
Where Ideas Come To
Life…
Company Profile
Our services
Business Advisory
Corporate &
Transaction
Structuring
Off Shore
Company
Formation
Corporate
Management
Services
International Tax
Planning
UAE Company
Formation
Investment
Advisory
Lobbying Service
On Shore & Off
Shore Banking
Services
Trade Finance
Trusts &
Foundations
Trade Facilitation
“Our services focus on
serving clients with all
their transaction, estate
and business planning
needs…”
Business Advisory
We specialize in assisting those interested in setting up or
investing within the UAE with a complimentary set of
solutions and services reaching from selection of license or
activity, trade location, real estate/leasing, visas, banking and
recruitment. These services are collective provided through
our associate companies specializing in various aspects.
Our services are aimed at providing invaluable support and
guidance to corporate and individuals in providing them with
the correct advise and solution to resolve possible bottlenecks
they may face.
New
company
Recruitment of
the right
resources
Selection and
setup of banking
relationships
Assistance with visas
and other
administrative
requirements
Identification and application
assistance for the appropriate
license/business activities
Identifying the best trade
location for your company’s
requirements
Finding and leasing
the right real estate
space
Legal assistance relating to
IP, contractual agreements
and trademarks
At Hexagon Advisory we help private clients manage, protect
and enhance their wealth, now and for future generations
through the use of properly crafted entities and structures in
order to help minimize and/or eliminate possible risks and aid
future planning.
We can assist in the creation of various types of tailor-made
corporate/company structures to suit your every need, to
benefit from :
• asset protection;
• private wealth planning;
• confidentiality;
• fund mobilization;
• profit repatriation;
• double tax avoidance agreements (DTAAs);
• transfer pricing; &
• banking services
Corporate & Transaction Structuring
‘We specialize in….
fund mobilization,
confidentiality,
profit repatriation,
DTAAs’
International Tax Planning
Virtually all significant business transactions raise tax
planning issues. In structuring these transactions, it is
important to ensure that they are structured in the most
tax advantageous manner.
An effective, well thought-out international tax planning
strategy can legally minimize your international tax
liabilities. At Hexagon Advisory we offer advice on all
matters related to international tax planning, double tax
treaty benefits, fund transfers and profit repatriations
associated with international trade, financing and
investments.
We can assist with establishing optimum structures across
multiple jurisdiction, thereby aiming to deliver creative &
cost effective solutions.
‘Tax free country with ease
of business and investor
friendly laws…’
Hexagon Advisory assists individuals, businessmen and corporations in
setting up new entities within UAE along with providing them a
comprehensive range of ancillary services for all types of activities
related to their operations.
We provide both on-shore and off shore UAE company formation
services to meet individual needs ranging from investment, trading,
service and manufacturing.
With over 25 free zone options in the UAE, we offer a comprehensive
evaluation and efficient service in establishing trade free-zone
companies, branch offices, subsidiaries and representative offices of
international companies within each of the major Emirates:
Dubai
Sharjah
Ajman
Ras Al Khaimah
Fujairah
UAE Company Formation
Benefits of being in the UAE free zones
 100% foreign business ownership allowed
 Choice between off shore and on shore legal entities
 Various economic zones to choose from for establishing choice
of company and business activity
 Zero personal and corporate tax rate
 No exchange controls with 100% capital repatriation and no
currency restrictions
 Secure, regulated environment, licensing a full range of
business activities
 Corporate shareholders permissible
 Unique industry clustering and purpose-built infrastructure
 Mixed use development in majority of the locations
 Strong infrastructure and investment opportunities
 Easy residency norms
At Hexagon Advisory, we provides all necessary services to advise
on, create, operate and liquidate offshore/free zone companies in
over 15+ locations worldwide.
We offer complete solutions from addressing all legal
documentation to providing registered office addresses for these
companies.
‘Countries we can assist with’
Off Shore Company Formation
Bahamas Belize
Cayman
Islands
British Virgin
Islands
Cyprus Hong Kong Netherlands
Antilles
Panama Seychelles
Singapore
United Arab
Emirates
United
Kingdom
New Zealand
Mauritius
On Shore & Off Shore Banking
Hexagon Advisory has developed a strong working relationship with
leading international banks. We can assist with establishing bank
accounts both locally & globally that offer strategic benefit and work
coherently with the corporate structures in place, whilst offering utmost
level of confidentiality in their dealings.
We have access to transactional banks that can be used for
fund/transaction flow planning.
Through our long term experience in the region and trusted partners
we provide a range of investment solutions in the Indian capital
markets space, with special opportunity investment mandates to
benefit from high yielding income generating opportunities.
In addition, we also advise on the booming UAE real estate scenario
and assist with identifying suitable JV opportunities for investors in the
GCC, Asia and Africa regions.
Investment Advisory
We have experienced qualified professionals with extensive investment
advisory, legal and accounting expertise to administer, manage and
operate companies on behalf of investors, whilst, also providing with
nominee directors & shareholders for corporations and trust company
requirements.
Our nominee services include natural persons and corporate that are
qualified to carry out the services and include those based in the UK,
South Africa, Nevis, Panama, Cyprus and Mauritius.
Corporate Management Services
We work with you and your advisors to identify, select and create
the most appropriate wealth transfer/succession strategies.
Effective estate planning help protect your assets from unexpected
health, personal and business risks, whilst also enables you to
minimize the impact of taxes on your estate.
Trusts and Foundations
Business Lobbying Services
Utilizing our extensive network and
local base, we assist clients with the
procurement, placing of their goods
and services in the local market,
strategic tie-ups with leading business
houses with access to GCC and Africa.
We assist with finding the right entry
strategy into the region whilst lobbying
for international clients with target
business houses who could benefit
mutually.
Trade Facilitation
With more than three decades of
practical experience and relationships
in the region, we have the expertise to
assist clients with the procurement/
sourcing of commodities and products
from various suppliers across Middle
East and Africa.
We have the in-house expertise and
knowledge in the complex international
trade of major commodity products,
including in oil & gas industries.
Trade Finance
With increased cost of borrowing in
client’s home countries, we at Hexagon
assist Business Houses, in getting
Project or Trade Finance, Bank
guarantee, SBLC or L/C discounting
from renown local and international
commercial and private banks. Thereby
benefiting from reduced /preferred cost
of funds.
Core team
Position ■ CEO - Hexagon Advisory;
■ Partner - Deal Makers;
■ Sr. Partner - NR Doshi & Partners (DKF International, London);
■ MD - Careerline Recruitment & Training
Qualifications ■ Qualified Lawyer, LL.B; &
■ Fellow Chartered Accountants, ICAI
Sector experience ■ Corporate & transaction structuring and business advisory,
■ Estate planning & International tax ,
■ Audit & Assurance
Experience ■ Dilip has been in the region for approx 35 years
■ After approximately two decades with the Dubai Government as finance controller, overlooking
majority of the development projects shaping up Dubai. He joined hand at NR Doshi and Partners as
Senior Partner in 1998
■ In his current role he is involved in advising corporates (local and international) including HNI’s,
predominantly in UAE, Europe, Africa and Asia, with respect to corporate structuring , company
formations, as well as assistance with all corporate legal matters including estate planning &
international tax.
■ Further, he leads a team of 60+ individuals providing all forms of financial and business advisory
solutions, including audit and accounting services to SME’s within UAE.
■ Additionally, he is the founder of a premier recruitment and manpower placement company in
Dubai, in existence for over 15 years, which provides executive search as well as general manpower
requirement to an array of industries and regional markets.
Specialised
experience
■ Dilip specialises in advising clients on estate planning, double taxation treaty arrangements and
creating legal agreements to facilitate the corporate structures that suit various needs, ranging from
asset protection & control, asset confidentiality and cross border transactions.
Dilip Patel
Position ■ Director - Hexagon Advisory
Qualifications ■ Member – Association of Chartered Certified Accountants (U.K - ACCA)
Sector experience ■ Asset protection and transaction structuring
■ Corporate restructuring
■ M&A and financial advisory
Experience ■ With more than 8 year experience with KPMG in the UAE, Kunal runs and operates a fiduciary
services & corporate structuring practice in the UAE - Hexagon Advisory .
■ Whilst at KPMG, Kunal served in the Transaction and Restructuring practice advising large corporate
and business houses on their transactions specific to M&As, corporate restructuring and debt
advisory.
■ In his current role he is involved in assisting clients with strategic advise on a host of corporate and
individual needs, spanning business setup and financial advisory, corporate and asset structuring,
international tax planning assistance, advising on company formations in off shore jurisdictions,
private wealth and estate planning, insurance advisory and company management services.
Specialised
experience
■ Kunal specializes in corporate finance and double taxation avoidance arrangements in place with off
shore jurisdictions for corporate structuring, ranging from asset protection & control, asset
confidentiality, fund flow planning, equities and trade finance.
Kunal Patel
Dubai Offices
106, Level 1, Business Atrium Building,
Oud Metha Road,
Dubai, United Arab Emirates
1903, Level 19, Boulevard Plaza Tower I,
Down Town Dubai,
Dubai, United Arab Emirates
Telephone: +971 (4) 342 6192
Fax: +971 (4) 342 6193
Email: info@hexagonadvisory.com
Key contacts
Dilip Patel
Mobile: +971 (50) 657 3981
Lan line: +971 (4) 351 1369
Email: dilip@hexagonadvisory.com
Kunal Patel
Mobile: +971 (55) 974 5424
Lan line: +971 (4) 342 6192
Email: kunal@hexagonadvisory.com
Contact Information
Deal makers provide specialized M&A consulting for middle and upper market corporate.
The primary focus being identifying suitable angel investors, JV partners and in areas of
domestic and cross boarder acquisitions, with strong reach in real estate, mining and
hospitality.
N R Doshi and Partners (“NRD”), an audit and assurance firm with over 25 years presence,
is a member firm of DFK International, London. NRD has 60+ employees of whom 40 are
qualified accountants.
STA being a law firm in Dubai, having 60 dedicated employees of whom 30 are qualified
lawyers, focus on providing legal and strategic advice on all forms of corporate, commercial
and business matters, intellectual property, franchising,, insolvency and restructuring
including M&A advisory across construction, real estate law, health care, energy and
natural resources.
Established in the 1997, Careerline Recruitment & Training (“Careerline”), is a professional
placement agency firm in the UAE providing Executive search, Head hunting and Overseas
man power recruitment services. Careerline has associate offices worldwide in over 20
countries to assist clients to identifying and selecting the right talent.
Associate Companies
The company document is only form information sharing purposes with specific recipient. It is not intended to offer any legal advice
and you should not act upon the matters referred to within it without taking specific advice. It is not to be disclosed, used or
duplicated, in whole or in part, without our written consent.
Disclaimer

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Hexagon_Advisory_Profile

  • 2. Hexagon Advisory is an independent advisory firm specializing in servicing clients who are looking for personalized relationship, high-quality services and optimum performance. With over 30 years of experience we offers strategic advice on a host of corporate and individual needs spanning business and financial advisory, transaction and asset structuring including company formations both on-shore and off-shore, international tax planning assistance, private wealth and estate planning, fiduciary services and corporate management services. Having joined forces with an extensive global network of attorneys, accountants, bankers, brokerage houses including financial & corporate advisors of international repute, permits us to provide a comprehensive set of solutions to meet client needs. The bulk of our initiatives are centered on assisting business houses/ family run businesses from across the globe with their transaction needs including asset protection and secrecy. Where Ideas Come To Life… Company Profile
  • 3. Our services Business Advisory Corporate & Transaction Structuring Off Shore Company Formation Corporate Management Services International Tax Planning UAE Company Formation Investment Advisory Lobbying Service On Shore & Off Shore Banking Services Trade Finance Trusts & Foundations Trade Facilitation “Our services focus on serving clients with all their transaction, estate and business planning needs…”
  • 4. Business Advisory We specialize in assisting those interested in setting up or investing within the UAE with a complimentary set of solutions and services reaching from selection of license or activity, trade location, real estate/leasing, visas, banking and recruitment. These services are collective provided through our associate companies specializing in various aspects. Our services are aimed at providing invaluable support and guidance to corporate and individuals in providing them with the correct advise and solution to resolve possible bottlenecks they may face. New company Recruitment of the right resources Selection and setup of banking relationships Assistance with visas and other administrative requirements Identification and application assistance for the appropriate license/business activities Identifying the best trade location for your company’s requirements Finding and leasing the right real estate space Legal assistance relating to IP, contractual agreements and trademarks
  • 5. At Hexagon Advisory we help private clients manage, protect and enhance their wealth, now and for future generations through the use of properly crafted entities and structures in order to help minimize and/or eliminate possible risks and aid future planning. We can assist in the creation of various types of tailor-made corporate/company structures to suit your every need, to benefit from : • asset protection; • private wealth planning; • confidentiality; • fund mobilization; • profit repatriation; • double tax avoidance agreements (DTAAs); • transfer pricing; & • banking services Corporate & Transaction Structuring ‘We specialize in…. fund mobilization, confidentiality, profit repatriation, DTAAs’
  • 6. International Tax Planning Virtually all significant business transactions raise tax planning issues. In structuring these transactions, it is important to ensure that they are structured in the most tax advantageous manner. An effective, well thought-out international tax planning strategy can legally minimize your international tax liabilities. At Hexagon Advisory we offer advice on all matters related to international tax planning, double tax treaty benefits, fund transfers and profit repatriations associated with international trade, financing and investments. We can assist with establishing optimum structures across multiple jurisdiction, thereby aiming to deliver creative & cost effective solutions.
  • 7. ‘Tax free country with ease of business and investor friendly laws…’ Hexagon Advisory assists individuals, businessmen and corporations in setting up new entities within UAE along with providing them a comprehensive range of ancillary services for all types of activities related to their operations. We provide both on-shore and off shore UAE company formation services to meet individual needs ranging from investment, trading, service and manufacturing. With over 25 free zone options in the UAE, we offer a comprehensive evaluation and efficient service in establishing trade free-zone companies, branch offices, subsidiaries and representative offices of international companies within each of the major Emirates: Dubai Sharjah Ajman Ras Al Khaimah Fujairah UAE Company Formation
  • 8. Benefits of being in the UAE free zones  100% foreign business ownership allowed  Choice between off shore and on shore legal entities  Various economic zones to choose from for establishing choice of company and business activity  Zero personal and corporate tax rate  No exchange controls with 100% capital repatriation and no currency restrictions  Secure, regulated environment, licensing a full range of business activities  Corporate shareholders permissible  Unique industry clustering and purpose-built infrastructure  Mixed use development in majority of the locations  Strong infrastructure and investment opportunities  Easy residency norms
  • 9. At Hexagon Advisory, we provides all necessary services to advise on, create, operate and liquidate offshore/free zone companies in over 15+ locations worldwide. We offer complete solutions from addressing all legal documentation to providing registered office addresses for these companies. ‘Countries we can assist with’ Off Shore Company Formation Bahamas Belize Cayman Islands British Virgin Islands Cyprus Hong Kong Netherlands Antilles Panama Seychelles Singapore United Arab Emirates United Kingdom New Zealand Mauritius
  • 10. On Shore & Off Shore Banking Hexagon Advisory has developed a strong working relationship with leading international banks. We can assist with establishing bank accounts both locally & globally that offer strategic benefit and work coherently with the corporate structures in place, whilst offering utmost level of confidentiality in their dealings. We have access to transactional banks that can be used for fund/transaction flow planning. Through our long term experience in the region and trusted partners we provide a range of investment solutions in the Indian capital markets space, with special opportunity investment mandates to benefit from high yielding income generating opportunities. In addition, we also advise on the booming UAE real estate scenario and assist with identifying suitable JV opportunities for investors in the GCC, Asia and Africa regions. Investment Advisory
  • 11. We have experienced qualified professionals with extensive investment advisory, legal and accounting expertise to administer, manage and operate companies on behalf of investors, whilst, also providing with nominee directors & shareholders for corporations and trust company requirements. Our nominee services include natural persons and corporate that are qualified to carry out the services and include those based in the UK, South Africa, Nevis, Panama, Cyprus and Mauritius. Corporate Management Services We work with you and your advisors to identify, select and create the most appropriate wealth transfer/succession strategies. Effective estate planning help protect your assets from unexpected health, personal and business risks, whilst also enables you to minimize the impact of taxes on your estate. Trusts and Foundations
  • 12. Business Lobbying Services Utilizing our extensive network and local base, we assist clients with the procurement, placing of their goods and services in the local market, strategic tie-ups with leading business houses with access to GCC and Africa. We assist with finding the right entry strategy into the region whilst lobbying for international clients with target business houses who could benefit mutually. Trade Facilitation With more than three decades of practical experience and relationships in the region, we have the expertise to assist clients with the procurement/ sourcing of commodities and products from various suppliers across Middle East and Africa. We have the in-house expertise and knowledge in the complex international trade of major commodity products, including in oil & gas industries. Trade Finance With increased cost of borrowing in client’s home countries, we at Hexagon assist Business Houses, in getting Project or Trade Finance, Bank guarantee, SBLC or L/C discounting from renown local and international commercial and private banks. Thereby benefiting from reduced /preferred cost of funds.
  • 14. Position ■ CEO - Hexagon Advisory; ■ Partner - Deal Makers; ■ Sr. Partner - NR Doshi & Partners (DKF International, London); ■ MD - Careerline Recruitment & Training Qualifications ■ Qualified Lawyer, LL.B; & ■ Fellow Chartered Accountants, ICAI Sector experience ■ Corporate & transaction structuring and business advisory, ■ Estate planning & International tax , ■ Audit & Assurance Experience ■ Dilip has been in the region for approx 35 years ■ After approximately two decades with the Dubai Government as finance controller, overlooking majority of the development projects shaping up Dubai. He joined hand at NR Doshi and Partners as Senior Partner in 1998 ■ In his current role he is involved in advising corporates (local and international) including HNI’s, predominantly in UAE, Europe, Africa and Asia, with respect to corporate structuring , company formations, as well as assistance with all corporate legal matters including estate planning & international tax. ■ Further, he leads a team of 60+ individuals providing all forms of financial and business advisory solutions, including audit and accounting services to SME’s within UAE. ■ Additionally, he is the founder of a premier recruitment and manpower placement company in Dubai, in existence for over 15 years, which provides executive search as well as general manpower requirement to an array of industries and regional markets. Specialised experience ■ Dilip specialises in advising clients on estate planning, double taxation treaty arrangements and creating legal agreements to facilitate the corporate structures that suit various needs, ranging from asset protection & control, asset confidentiality and cross border transactions. Dilip Patel
  • 15. Position ■ Director - Hexagon Advisory Qualifications ■ Member – Association of Chartered Certified Accountants (U.K - ACCA) Sector experience ■ Asset protection and transaction structuring ■ Corporate restructuring ■ M&A and financial advisory Experience ■ With more than 8 year experience with KPMG in the UAE, Kunal runs and operates a fiduciary services & corporate structuring practice in the UAE - Hexagon Advisory . ■ Whilst at KPMG, Kunal served in the Transaction and Restructuring practice advising large corporate and business houses on their transactions specific to M&As, corporate restructuring and debt advisory. ■ In his current role he is involved in assisting clients with strategic advise on a host of corporate and individual needs, spanning business setup and financial advisory, corporate and asset structuring, international tax planning assistance, advising on company formations in off shore jurisdictions, private wealth and estate planning, insurance advisory and company management services. Specialised experience ■ Kunal specializes in corporate finance and double taxation avoidance arrangements in place with off shore jurisdictions for corporate structuring, ranging from asset protection & control, asset confidentiality, fund flow planning, equities and trade finance. Kunal Patel
  • 16. Dubai Offices 106, Level 1, Business Atrium Building, Oud Metha Road, Dubai, United Arab Emirates 1903, Level 19, Boulevard Plaza Tower I, Down Town Dubai, Dubai, United Arab Emirates Telephone: +971 (4) 342 6192 Fax: +971 (4) 342 6193 Email: info@hexagonadvisory.com Key contacts Dilip Patel Mobile: +971 (50) 657 3981 Lan line: +971 (4) 351 1369 Email: dilip@hexagonadvisory.com Kunal Patel Mobile: +971 (55) 974 5424 Lan line: +971 (4) 342 6192 Email: kunal@hexagonadvisory.com Contact Information
  • 17. Deal makers provide specialized M&A consulting for middle and upper market corporate. The primary focus being identifying suitable angel investors, JV partners and in areas of domestic and cross boarder acquisitions, with strong reach in real estate, mining and hospitality. N R Doshi and Partners (“NRD”), an audit and assurance firm with over 25 years presence, is a member firm of DFK International, London. NRD has 60+ employees of whom 40 are qualified accountants. STA being a law firm in Dubai, having 60 dedicated employees of whom 30 are qualified lawyers, focus on providing legal and strategic advice on all forms of corporate, commercial and business matters, intellectual property, franchising,, insolvency and restructuring including M&A advisory across construction, real estate law, health care, energy and natural resources. Established in the 1997, Careerline Recruitment & Training (“Careerline”), is a professional placement agency firm in the UAE providing Executive search, Head hunting and Overseas man power recruitment services. Careerline has associate offices worldwide in over 20 countries to assist clients to identifying and selecting the right talent. Associate Companies
  • 18. The company document is only form information sharing purposes with specific recipient. It is not intended to offer any legal advice and you should not act upon the matters referred to within it without taking specific advice. It is not to be disclosed, used or duplicated, in whole or in part, without our written consent. Disclaimer