3 things to do with Moat’s Portfolio App

  1. Track your investments and assets:

You can add details of and track growth of all your assets like MFs, SIPs, post office, real estate, mediclaim, life and vehicle insurance etc.

 

  1. Plan your investments and goals:

Various calculators help you plan your investments and prepare for your goals. Calculators include retirement planning, SIP planning, SIP delay planning, house Planning, car Planning, vacation planning etc.

  1. Track your goals and timeline:

After entering goals, you can link your investments to your goals and can see progress of it towards achieving your goals. Also individual goals are broken down to show the progress.

If you are an existing investor with Moat, you can use all the features here on the desktop app: https://moatwealth.com/loginpanel.html Or download from Play store app: Wealth eOffice. 

If you do not have your login ID and password, you can request it by emailing us on info@moatwealth.com.

 



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