Abhishek Gupta – Founder and Chief Financial Planner
Abhishek is a MBA in Finance and CERTIFIED FINANCIAL PLANNER CM. 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.
Nikita Kriplani – Back Office Operations
Nikita is a graduate from Mumbai university and has been with Moat wealth advisors since more than 6 years and her current responsibilities include managing the back office operation along with her team.
Neeraj Manchanda – Management Consultant
Neeraj is a management consultant with Moat , portrays a pivotal role in enhancing the alignment between the top management. He is also an integral part of decisions related to organizational development strategies. for more than 7 years.
Anuraag Gupta – Consultant
Anuraag Gupta is a consultant with Moat for more than a decade, He specializes in Financial Analysis & Investment Appraisal. He has been managing multi-million dollar portfolios, investing in various asset classes, including Listed & Unlisted Equity, Real Estate and Debt.
Dear Mr. Subhash,
My close friend Mr. Kishore was looking at investment options to secure his future. He was looking at various options when I had the opportunity to introduce him to you.
With so many options available in the market, mutual funds can be sometimes overwhelming to select the right one. This where an expert advice is required an I am glad I could introduce you to him. He was really happy that you understood his requirement in totality and then advised him the roadmap. You did not sell whatever you could but make him understand what he requires for future.
That was the primary difference and as a result, he could invest in the funds which suited his requirement to the “T” .
Thank you so much for the correct advice and establishing great credibility. Wish you luck always.
With Best Regards,
My relative Sheetal and her husband Deep has started their investment with Abhishek Gupta from last two years, they found that Moat Wealth Advisors are very good in investing their money in equity and got very good returns. So they are started giving referrals of their friends to Abhishek and now many of their friends, colleagues and relatives are investing
My relatives are so happy that they are thanking me a lot for referring Abhishek to them. I
take this opportunity to thank Abhishek and his Moat Wealth Advisors team. I highly recommend them as best investment advisors, prompt and professional services. Wishing Abhishek all the success in his business.
I, Thank Subhash Chawan for helping me select the right Mutual Fund product, to invest in. Your choice has helped me experience maximum gain in my Investment.
Our Investment’s made about two months ago, under your careful guidance, has resulted in a net yield (gain) of approx. 14% p.a. which is much higher then our usual Investment made in Fixed Deposits.
I would strongly recommend you and your company Moat Wealth Advisors, to one and everyone for carefree and rightful Investment in mutual funds.
Pray that you help many more with your rightful suggestions as offered to us.
Thanking you with the very Best if Wishes.