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MOAT FINANCIAL SERVICES PVT LTD

MOAT FINANCIAL SERVICES PVT LTD

AUM in Cr : 38 Cr
No of Clients : 44

MOAT Financial Services Pvt Ltd. is a SEBI Registered boutique portfolio manager. The Company was co-founded by Mr. Biju John and Mr. Suraj Nair who have combined experience of over several years in fund management. Moat is an investment lifestyle, a superlative perspective on creating wealth through ownership in quality and productive businesses in the world’s fastest growing economy. Moat administers and manage a portfolio of shares or equities of a few great Indian businesses that has the ability to become really big by creating a barrier of entry or a niche in the larger space. Our aim is to identify small, efficient businesses that has a great competitive advantage run by smart visionary ambitious leaders that can really become the next megatrend in India. Our goal is to identify and invest at the early stages of undervalued, un-popular companies, that over time due to their uniqueness, greatness and scarcity of shares has the potential to get over-valued and popular. MOAT has a history of identifying several multi-baggers investment ideas early. Every equity investment that we make is viewed as if we were buying a piece of that particular business.

Schemes (7)

PMS
|
31 Oct 2022
|
AUM : 3 Cr
AGGRESSIVE LEADERS FUND
NIFTY500
Fund Returns
1M
2%
1Y
6.7%
Benchmark Returns
1M
4.01%
1Y
2.23
PMS
|
31 Oct 2022
|
AUM : 0 Cr
CONSERVATIVE GROWTH FUND
NIFTY500
Fund Returns
1M
2.63%
1Y
-5.16%
Benchmark Returns
1M
4.01%
1Y
2.23
PMS
|
31 Oct 2022
|
AUM : 6 Cr
MODERATE COMPOUNDERS
NIFTY500
Fund Returns
1M
3.03%
1Y
6.07%
Benchmark Returns
1M
4.01%
1Y
2.23
PMS
|
31 Oct 2022
|
AUM : 6 Cr
SPECIAL OPPORTUNITIES FUND
NIFTY500
Fund Returns
1M
3.23%
1Y
7.57%
Benchmark Returns
1M
4.01%
1Y
2.23
PMS
|
31 Oct 2022
|
AUM : 11 Cr
UPPERCRUST WEALTH FUND (MUCWF)
NIFTY500
Fund Returns
1M
-0.36%
1Y
-9.82%
Benchmark Returns
1M
4.01%
1Y
2.23 0%
PMS
|
31 Oct 2022
|
AUM : 4 Cr
UPPERCRUST GROWTH FUND
NIFTY500
Fund Returns
1M
1.46%
1Y
1.1%
Benchmark Returns
1M
4.01%
1Y
2.23
PMS
|
31 Oct 2022
|
AUM : 2 Cr
EMERGING MOAT
NIFTY500
Fund Returns
1M
-0.08%
1Y
-0.1%
Benchmark Returns
1M
4.01%
1Y
2.23 0%

Contacts

contact icon Contact Person
Mr. Biju John
7012028391
map icon Corporate Address
14th Cross, Main Avenue,Panampilly Nagar, Kochi - 682026
globe icon Web and Email
https://moatindia.in
biju@moatindia.com
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