Hemista Inc.

Hemista Inc. provides discretionary, algorithm-driven portfolio management and goal‑based financial planning to individual investors, including non‑high‑net‑worth clients, and also manages pooled investment assets. Services are delivered through an automated advisory program that allocates primarily to ETFs and listed equities and includes financial planning as part of the overall advisory fee.

The firm’s investment approach centers on a proprietary algorithm that generates and rebalances model portfolios based on a detailed client questionnaire (age, household income and expenses, marital status, number of children, and retirement/education corpus needs). Clients grant Hemista discretionary trading authority; the algorithm may rebalance frequently and the firm notes that clients may have limited access to advisory personnel to clarify or discuss suitability inputs.

Hemista’s internet‑centric delivery model—online onboarding and portfolio construction driven by its algorithm—is uncommon among managers that primarily handle pooled or institutional assets. The firm also signals a willingness to work with lower‑minimum individual accounts and expatriates seeking coordinated home‑country and U.S. exposure, and it discloses an affiliation with a private pooled vehicle (Nighthawk India Equity Fund LP), a relationship that can present potential conflicts of interest.