Founded On Values

Driven By Trust

Your Wealth Our Priority

A Legacy Based On Sustained Performance

Moat Financial Services is a growing portfolio management service provider. We are built on values that drive our core investment philosophy. Since 2013, we have nurtured long-standing relationships with domestic and global investors assisting them in managing their equity portfolios in the Indian market.

Years

Million Total AUM

Happy Customers

Strategy Designed to give more Alpha

Our focus is to create sustainable solutions to grow our client’s wealth in the long-term

Our Founding Members who have set our core values

Biju John

CEO & Founder

Fazal Hameed

Executive Director – Operations and Compliance

" Disciplined investment approach always returns superior performance "

June 14,2024

Celebrating Our Achievement: Top 10 Rankings for Our PMS Strategies

We are delighted to share some exciting news from Moat Financial Services and UpperCrust Wealth! Our three Portfolio Management Services (PMS) strategies have climbed into the top 10 rankings for May 2024 🚀

December 03, 2023

Rising Profits on a Falling Rupee: IT and Pharma Sectors Set to Soar

IT SECTOR India’s technology industry revenue is estimated to be $245 Bn in FY 2023 Technology exports at $194 Bn (80%) and domestic revenue is $51 Bn (20%) TOP COMPANIES UNDER IT The total revenue of TCS is 2,25,458 Cr out of which 48% is...

August 13, 2023

Crafting Wealth, Capturing the Remarkable: Your Portfolio, Our Passion!

Embrace the journey from the fear of missing out to the pinnacle of Financial Freedom by taking decisive action today with Moat Financial Services Private Ltd Our diligently made investment fund presents a thriving opportunity to assure your...