Moat Financial Services Pvt Ltd

Moat Financial Services Pvt Ltd

AUM (Cr.)

115.36

No. of Clients

108

No. of Investment Approach

4

As On

31 January 2024

MOAT Financial Services Pvt Ltd. is a SEBI Registered boutique portfolio manager. 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.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Special Opportunities Fund
MULTI CAP 26.71% 14.54% 20.37% NA 05 Nov, 2020
UpperCrust Wealth Fund
MULTI CAP 57.03% 16.69% NA NA 21 Jan, 2022
Emerging Moat
MULTI CAP 41.01% NA NA NA 26 Sep, 2022
Moderate Compounders
MULTI CAP 30.44% 16.24% 23.67% 17.23% 12 Nov, 2013

* Returns are as on 31 January 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr Ramakrishnan TB

Mr Ramakrishnan TB

Fund Manager

AMC Registered Address

Room No: 3-I, 3rd Floor, National Pearl Star, Edappally, Kochi, Kerala 682024
SEBI Reg No : INP000004482

AMC Investor Login Link

Click here

AMC Website Link

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AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.