Moat Financial PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.
With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, Moat Financial Portfolio Management aims to deliver long-term capital appreciation.
Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.
Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.
Unlike mutual funds, Moat Financial Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.
Moat Financial PMS - Business Summary
Total AUM
Avg. 1 Year Return
Active Clients
No. of Strategies
Minimum Investment
Experience
Compounded Annual Returns of Moat Financial Portfolio Management Services
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Moat Financial PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Moat Financial PMS Strategies or Investment Approach
| Strategy | AUM | 1 Year Return |
| Moat Financial Special Opportunities Fund PMS Strategy | Rs.11.55 Cr. | -6.27% |
| Moat Financial Uppercrust Wealth Fund PMS Strategy | Rs.129.10 Cr. | 3.28% |
| Moat Financial Emerging Moat PMS Strategy | Rs.56.69 Cr. | -8.26% |
| Moat Financial Moderate Compounders PMS Strategy | Rs.18.13 Cr. | -6.91% |
| Moat Financial Uppercrust Growth Fund PMS Strategy | Rs.71.21 Cr. | 4.49% |
| Moat Financial Auxano Alpha Fund PMS Strategy | Rs.29.70 Cr. | NA |
Top Fund Managers of Moat Financial Portfolio Management
#1
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Investment Solutions offered by Moat Financial Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Support provided by Moat Financial Portfolio Management
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Moat Financial PMS Dashboard or Backoffice Platform
Web Platform
Moat Financial Poirtfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest in Moat Financial PMS
PMS Agreement
POA
Demat Account
PAN
Address Proof
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Moat Financial Portfolio Manager - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date