Our SEBI licensed premium Portfolio Management services has made a name for themselves as experts in constructing, organizing and dynamically managing a diversified portfolio of stocks to deliver a rational performance.
Our Portfolio Services was established with the intention to manage, protect and grow the wealth of our investors. In India, the popular investment behavior is inclined towards gold and real estate with equity being seldom considered to be an asset class categorizing it to be a risky investment. At Moat, we believe that the risk involved with equities can be minimized through sound knowledge, in-depth understanding and an incisive research. The Indian equities market, which is still in its nascent stage of growth, is slated to continue its upward trajectory in the next two decades. This opportunity is what we believe that people should invest into. Buy businesses which have an economic moat around them and be a part of the Indian growth story. To partake in this growth story, what an individual need is an expert partner who can actively manage and grow their investments.
Moat treats the financial needs of every individual as unique. This is the reason why we make it a point to evaluate and understand the client on the basis of their investment capacity, risk taking ability, investment objective and monetary needs as It differs from person to person. Every investor is provided with customized financial solutions – a personalized portfolio with a dedicated fund manager to address their specific needs and investment objectives.
We are adept at understanding all corporate actions related to our client’s investments, reporting back to them with our simple yet transparent portfolio holdings and performance reports in a timely manner. Our PMS clients therefore benefit from a premium service, greater care and undivided individual attention which makes our services unique from that of other firms.
Minimum Investment – Rs. 25,00,000/-
Fixed Management Fee - 2% per annum on the AUM
Performance fee - 20% share of the returns above of 10% per annum