Experience Financial Freedom With our personalised investment approach
Experience Financial Freedom With our personalised investment approach

Welcome To Moat Wealth

Moat Wealth was established in 2009 as a Financial Service company offering innovative solutions with superior risk. adjusted returns for its clients by having proper asset allocation of Debt and Equity in the portfolio and also rebalancing the portfolio on regular basis as and when required.

How we help you achieve Financial Freedom

Goal-based investing

Invest as per your life stage in short & long term goals

Portfolio Management Services

Invest and reap returns stress-free with a personalised approach

Investment services for NRIs

Invest in the Indian growth story to secure your financial future

Tax planning

Save money via efficient tax planning and investing

Investor Awareness Program

We conduct FREE Investor Awareness Program “Discovering financial freedom” at corporate office as a employee welfare /engagement initiate to empower them on Tax Planning, Retirement Planning and Financial Planning

Family Office

How we help you achieve Financial Freedom

We help you invest as per your life stage and achieve your short term and long term financial goals

Invest your capital in a wide range of assets that are managed by experienced fund managers

Invest in the Indian growth story to secure your financial future

Save money via efficient tax planning and investing

We conduct FREE "Financial Freedom" workshops to educate employees about Tax and Financial Planning

Family Office

We help you invest as per your life stage and achieve your short term and long term financial goals

Invest your capital in a wide range of assets that are managed by experienced fund managers

Invest in the Indian growth story to secure your financial future

Tax planning

Save money via efficient tax planning and investing

We conduct FREE "Financial Freedom" workshops to educate employees about Tax and Financial Planning

Family Office

Personalised Investment Solutions

Your financial success is our responsibility

Investing in your 20s is different than investing in your 40s or 50s. We help you build a robust and balanced portfolio based on your financial goals.

They lead the growth

Abhishek Gupta - Founder and Chief Financial Planner | Subhash Chawan Managing Partner

Meet the team that helps you achieve your financial goals

Rs. 750 cr

Managed

18 years

Experience

Download the Moat Wealth App

Managing your portfolio at your fingertips with the Moat Wealth App

Our 6 Step Approach

Understanding Your financial Goals

Reviewing your existing portfolio

Doing a Risk Profiling for you

Provide customised Financial Solutions

Asset Allocation to achieve financial goals

Periodic portfolio review & Rebalancing

Trusted by Smart People like you

Madan Sanglikar, Jakarta- Indonesia

Neeraj Manchanda, founder ZUGE Electric Pvt Ltd

Akshay Udupa- Technical Lead,NOKIA Connecticut, USA

Our Partners