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.

Our Services & Products

Goal Based Planning

We help you understand your financial goals like Child Education, Children Marriage, Retirement etc and build a financial portfolio as per your Risk Appetite. 

Portfolio Management Services

Portfolio Management Services (PMS), is an investment portfolio in stocks, fixed income, debt and structured products, managed by a professional fund manager as per the investment Mandate or objective.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies.

NRI Services

NRIs or Foreign nationals having a valid Pan Card and holding NRE/NRO bank accounts can invest in Indian mutual funds.

Retirement Solution

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed

Insurance Solution

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate event

WILL Drafting

Our experts will listen carefully, take all details and work closely to help you draft a professional WILL and ensure complete peace of mind.

Mutual Funds

It is a trust that collects money from a number of investors who share a common investment objective. Then, it invests the money in equities, bonds, money market instruments and other securities.

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..

Why Us

Analysing and consolidating your existing portfolio

Risk Profiling

Understanding Financial Goals

Free Financial Solution

Asset Allocation

Aligning your investments to your financial goals

Periodic portfolio review

Rebalancing the portfolio

Our Moral Pillars

Why Our Consulting

Certified Financial Planners at Moat Wealth Associates LLP will help you achieve all your financial goals… Read More

Investment insights

Moat Wealth Associates LLP was established in 2009 as a financial planning company offering…
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Thought Leadership

We specialise in analysing existing portfolio and giving unbiased advice on reducing the risk…Read More


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