Who we are?
At Moat Wealth, we try to balance your financial investments in the equity market as per your goals and risk appetite while having appropriate exposure to debt investments which protects the wealth in the falling market.
Established in 2009, Moat Wealth Associates LLP is a Financial Service company. We offer innovative solutions with superior risk-adjusted returns for our clients by having proper asset allocation of Debt and Equity in the portfolio, making periodic portfolio reviews and rebalancing our top priority to help achieve success. Moat Wealth focuses on Relationships and offers personalised services to each of our clients.
Our Mission
Our Vision
Meet the team
Abhishek Gupta – Founder and Chief Financial Planner
Abhishek is a MBA in Finance and CERTIFIED FINANCIAL PLANNER. He has more than 11 years of experience in Finance Industry with deep interface in personal finance products. He has worked for 3 years at Deutsche Bank in the Finance Function and a year in the manufacturing sector.
Subhash Chawan – Managing Partner
Subhash is a Mechanical Engineer and MBA Marketing from Narsee Monjee Institute of Management Studies, Mumbai. He comes with more than 17 years’ experience in Sales and Marketing of various industrial and Financial products. He has worked in various capacities as Sales Manager, Head – Sales and Operation and Chief Operating Officer of financial firm.
Anuj Chadha - VP & Head of Sales
Anuj holds an Honours degree in Accounting & Finance from Mithibai College in Mumbai. With over 12 years of experience in sales & marketing, he has always been a strong advocate for providing honest and unbiased advice. The primary motivation behind starting his professional practice has been to positively impact people’s lives by serving as a catalyst to help them achieve their goals. Anuj previously worked as a Senior Manager at Motilal Oswal, where he played a key role in growing their Assets Under Management (AUM) in Portfolio Management Services and Alternates.
Why us?
- Personalised investment advisory
- Financial assets consolidation in one place
- Dedicated team and relationship manager for you
- Seamless and quick execution of investment
- Web and mobile access to your investment portfolio
- Monthly portfolio updates via email
- Periodic goal progress report
Our investment process
Step 1: Analysing and consolidating your existing portfolio: We help customers streamline their existing portfolio.
Step 2: Risk profiling and understanding financial goals: Risk profiling and understanding short-term, medium-term term and long-term financial goals like Buying a Home, Child Education, Marriage, Retirement, etc.
Step 3: Aligning your investments to your financial goals: The most important part of planning is to align your investments with your financial goals so that your emotions and financial behaviour are managed well.
Step 4: Efficient asset allocation: As per the risk profile, decide on the asset allocation. Asset allocation is not fixed and can change as per individual client risk-taking abilities and goals.
Step 5: Creating personalised investment strategy: Recommending investment products as per suitability including mutual funds, bonds, Company Fixed Deposits, Bonds, Portfolio Management services, and more
Step 6: Periodic portfolio review: Our team will analyse and monitor your portfolio on a regular basis, typically twice a year to track the progress.
Step 7: Portfolio rebalancing: Rebalancing the portfolio to reflect changes as per market conditions, your needs and life stages.
To start your investment journey, book an appointment!
