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,

Sagar Tanna
C.E.O., The Search Engine

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
with Abhishek.

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.
Thank you.

Santosh Patil
CMD, UK’s Resort Pvt. Ltd.

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.

Kiran Rao
C.E.O, Versatile Ventures

Dear Subhash,
Mutual Funds are subject to market risk, Read offer document carefully before investing. But when it’s an investment in mutual fund with Subhash, the risk is what is informed to you…rather what he educates you.

In the collapsing market trend when most of the investment consultants are advising you go short, and when even Subhas is advising a similar position, what can make me invest in Mutual Fund is my trust in him. I am always a real estate person, but because of Subhas I am turning slowly into mutual fund segment.

As a Practicing Charted Accountant, with a client base having very low appetite for risk, but still aiming at wealth maximization, I advise them to go for mutual funds. And when I tell them to do so, I find most of them, already have burnt their hands in this segment. The reason for the disaster is not the wrong fund, but the wrong time and wrong decision. All thanks to the careless mutual fund advisors, who probably have intentions of wealth maximization…. not for their clients but for themselves.

So when you are planning to invest in mutual funds, don’t choose mutual fund but chose a good advisor and for me it is Subhash Chawan, the advisor who believes in the concept of Mutual Growth through Mutual Funds

Thankyou so much for all your help.

Rupesh Gujarathi
Partner – Audit & Assurance, JNR & Associates / Chartered Accountants

We have started SIP on recommendation of Moat Wealth Advisors and are extremely happy with their services. This is first Investment for our daughter for her long term education and other needs. Abhishek and his team gave us good guidance and showed benefits of Investing at young age. His paramount interest lies in customer first philosophy and accordingly he suggested Sukanya Samriddhi Account for my Daughter, Mediclaim etc. Where he was not earning anything which I really like about him.

We are happy with their services and would definitely recommend Moat Wealth Advisors as trusted team for mutual fund support partner to all.

Dhawal Gadda
Proprietor, Dhawal Gadda & Co

Dear Subhash,

My sister got divorced 10 years back. She had mixed emotions of helplessness/fear/insecurity especially financial. She had lost hope. Amidst this your company came to her rescue. She trusted her full alimony amount on you. Little did she know that how brave and smart this decision all turn out. Thanks to your constant follow-ups/guidance, her financial portfolio has upped considerably. Suddenly from being in a pitiable condition, you made her sit in evitable position. Thanks for giving her a sense of calm after an unexpected personal storm. My family will forever be indebted to you for this.

Our heartfelt Thanks.

Purvi K.
Co-founder and Partner, Innerspace Designstudio

When it came to understanding Mutual funds, my first discussion was with Subhash Chawan of Moat Wealth Advisors. He guided me with the systematic plan and how Mutual funds work and the wealth growth over the years. With the experience and the background of Moat Wealth Advisors I found a better way to grow my wealth. What was giving more comfort was that the way they have been able to switch and find the best funds to invest in, their regular daily updates, quarterly updates and the reports gives me confidence. I can very well say I have been having the best experience in Mutual fund investment with Moat,
Thank you Subhash for the excellent guidance. I am recommending Moat Wealth Advisors for all Mutual fund investors.

Shankar Iyer

I trust MOAT WEALTH ADVISORS more than anybody and I have shifted all my funds to you for the investment in mutual fund. I am very happy with your prompt, professional services & confidence with which you execute your business. From now on wards I will invest only with Moat wealth advisors.

Nitin Kshirsgar
Founder & C.E.O, EVA Software Solutions

It has been some time that we have started referring you to our contact sphere for mutual fund investments. With so many options available in the market, Mutual Funds can be sometimes overwhelming to select the right one.

This is where an expert advice is required and am glad that I could introduce you to them. We have received positive feedback from whosoever have availed your expert advice. You did not sell whatever you could but make them understand what they require for future. That was the primary difference.
Thank you so much for the correct advice and establishing great credibility. Wish you luck always.

Mehul M Ratanghayra

It gives me immense pleasure to write this testimonial for Mr. Subhash Chawan from Moat wealth Advisors. This testimonial is for a reference I had shared with Subhash over a year back for investments in Mutual Funds.

I had referred Mr. Rajeev Jadhav for investments in mutual funds to Moat wealth Advisors, as prior to meeting with Subhash he was investing with his personal banker. initially he was reluctant to meet a new investment advisor but after he met with Subhash and his team with his wife he was absolutely confident and not only he started a large amount of SIP with Subhash but also moved his other equity investments from his current banker to Moat Wealth Advisors in their equity Mutual funds and Portfolio Management Services – PMS. I must say that Rajeev and his wife are extremely happy with Subhash and his team for having regular reviews on the portfolio and guiding them well to receive maximum returns on the investment made by them with Moat Wealth advisors.
I would like to go on record and let you know that you are doing a wonderful job and I have shared this experience with most of my friends and you should expect more of my friends moving their investment portfolio to Moat Wealth Advisors.

Bobby Singh Chandel
Founder & C.E.O, Edusharp finishing school Pvt. Ltd.

I am Reena Sahani from Reena Couture powered by JAI MATA DI BOUTIQUES fashion
designer specialising in bridal wear has a pleasure to give a vote of appreciation to Mr.
Subhash Chawan from Moat Wealth Advisors for his prompt and efficient services for my
financial investments with exact clarity on the plans and its benefits as to a lay man made in
the best simplest form by him.
I would recommend his services to all my possible contacts. Wishing you a bright future and
lot of success to come.

Reena Sahani
Fashion Designer, Reena Couture

We happen to take the Financial Advisory from Mr. Abhishek Gupta of Moat Wealth Pvt Ltd
for short term investments. Must say Mr. Abhishek Gupta and their team were available to
us to help. Service received from them was remarkable and exceptional. Abhishek Gupta (A

Certified Financial Planner (CFP)) and his team have got Exceptional Knowledge in Hand
Holding you to receive all your financial goals.
We would definitely recommend Mr. Abhishek Gupta of Moat Wealth Advisors for
exceptional service provided by them.

Rakesh Jain
Co-Founder & Marketing Head, Nanglok Consultancy

We recently decided to take expert advice for short term investments, Mr. Abhishek and his
young team were quick enough to put us through the best investment options. Abhishek
has the best professionals working in his team with ready to do kind of attitude.
We have referred Abhishek, the certified financial planner with confidence to our contacts
and have received very positive opinion about him. Truly Abhishek has the best investment
knowledge with appreciable services to deliver. We will keep referring his services in future

Siddharth Shah

This is to testify about the credibility of Moat Wealth Advisors Financial advices and their
timely services they have given to my clients. Because of your service, I could honour my
commitment to one of my clients and hence the credits go to you and to your staff.
I will highly recommend Mr. Subhash Chawan of Moat Wealth Advisors to all my clients who
are in need of Wealth Management Services. Wish you and your company all the best and
hope you may score more milestones in your career.

John Fernandes
LIC of India, Member of Corporate Club for Agents, MDRT

Mr. Abhishek Gupta of Moat Wealth Advisors has been telling about investing in Liquid
Fund. I had invested according to his advice and as promised by him when I needed the
money in just one day, I got my money back.
In today’s world where there are so many people who advise you about investing your hard-
earned money in different schemes here is a person who is trustworthy, knowledgeable,
and will never give you any wrong advice.

I strongly recommend Moat Wealth Advisors for investing your hard earned money. They
will take good care of your money, nurture it, multiply it and most importantly see to it that
you get back your money when you need it.

Dr. C. V. Joshi
C.E.O, Revive Lifestyle

Moat Wealth Advisors have brought spectacular change in the ways we make our
investments. Mr. Abhishek Gupta has demystified many facts about saving habits, and given
me confidence and clarity about money matters like no one ever did.
We now confidently recommend our trusted clients to Moat Wealth Advisors for co-creating
a solid financial plan that would help them face changes and feel more secure that their
goals remain on track, eventually leading them to financial freedom.

Girija Deshpande
Managing Partner, DG Consulting

“We were so happy with the way Mr. Abhishek Gupta educated us rather than selling us any of his products. He was more keen on finding out what our goals were and then crafted an investment structure around it; so that we could chase our goals and not just get returns.”

Anil Thomas
Program Director & CEO, TTGLS


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