Moat Financial Services Private Limited is a SEBI-registered Portfolio Management Services (PMS) provider, established in 2013, with a strong focus on helping domestic and global investors manage their equity portfolios in the Indian markets. Over the years, the firm has built a solid reputation for integrity, discipline, and performance, underpinned by research-driven insights and data analytics.\r\n\r\nGuided by time-tested investment principles, Moat positions itself not just as an asset manager but as a long-term wealth partner, offering personalized and strategic portfolio solutions. The firm emphasizes consistency, quality, and disciplined value creation, while adapting to changing market dynamics. Its mission is to empower clients with smart and sustainable wealth management in the ever-evolving landscape of Indian equities.
| Investment Approach | Category | 1 M | 3 M | 6 M | 1 Y | 2 Y | 3 Y | 5 Y | Inception | AUM (Cr.) | Inception Date |
|---|
Biju is the founder of MOAT (PMS), a SEBI-registered boutique Portfolio Management firm known for its strong in-house re... Biju is the founder of MOAT (PMS), a SEBI-registered boutique Portfolio Management firm known for its strong in-house research and personalized client service. With a seasoned team of professionals, he focuses on building and actively managing tailored equity portfolios, driven by discipline, transparency, and a long-term wealth creation philosophy. Read More
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
ChatGPT
Claude
Perplexity
