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Looking to multiply your investments in a systematic manner?

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Why our consulting

Certified Financial Planners at Moat Wealth Advisors will help you achieve all your financial goals…

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Investment insights

Moat wealth Advisors was established in 2009 as a financial planning company offering…

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Thought Leadership

We specialise in analysing existing portfolio and giving unbiased advice on reducing the risk…

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Services & Products

Tax Planning

Tax planning is a way by which you arrange your financial affairs in such a way that without breaking… Read More

Insurance Planning

Insurance in its purest sense is protection against a financial loss arising out of uncertainty which… Read More

Goal Based Planning

Invest with a goal in mind, without a destination, A journey would be fruitless… Read More

Wealth Management

Wealth Management helps secure your future by providing innovative and personalised management… Read More

Investor Awareness programs

Everyone is impacted by money in their day-to-day lives. However, few of us actually know the art… Read More

Financial Planning

The financial pyramid enables us to understand the importance of each stage in order for us to… Read More

We happen to take the Financial Advisory from Mr. Abhishek Gupta of Moat Wealth Pvt Ltd for short term investments. Must say Mr. Abhishek Gupta and their team were available to us to help. Service received from them was remarkable and exceptional. Abhishek Gupta (A Certified Financial Planner (CFP)) and his team have got Exceptional Knowledge in Hand Holding you to receive all your financial goals. We would definitely recommend Mr. Abhishek Gupta of Moat Wealth Advisors for exceptional service provided by them.
Rakesh Jain
Co-Founder & Marketing Head  - Nanglok Consultancy
May 19, 2018
My relative Sheetal and her husband Deep has started their investment with Abhishek Gupta from last two years, they found that Moat Wealth Advisors are very good in investing their money in equity and got very good returns.....
Santtosh Patil
C.M.D  - UK’s Resort Pvt. Ltd.
May 19, 2018
We recently decided to take expert advice for short term investments, Mr. Abhishek and his young team were quick enough to put us through the best investment options. Abhishek has the best professionals working in his team with ready to do kind of attitude. We have referred Abhishek, the certified financial planner with confidence to our contacts and have received very positive opinion about him. Truly Abhishek has the best investment knowledge with appreciable services to deliver. We will keep referring his services in future too.
Siddharth Shah
Director  - PRIMARK TRAVEL HOUSE PVT. LTD.
May 19, 2018
This is to testify about the credibility of Moat Wealth Advisors Financial advices and their timely services they have given to my clients. Because of your service, I could honour my commitment to one of my clients and hence the credits go to you and to your staff. I will highly recommend Mr. Subhash Chawan of Moat Wealth Advisors to all my clients who are in need of Wealth Management Services. Wish you and your company all the best and hope you may score more milestones in your career.
John Fernandes
Member of Corporate Club for Agents  - MDRT
May 19, 2018
Mr. Abhishek Gupta of Moat Wealth Advisors has been telling about investing in Liquid Fund. I had invested according to his advice and as promised by him when I needed the money in just one day I got my money back. In today’s world where there are so many people who advise you about investing your hard earned money in different schemes here is a person who is trustworthy, knowledgeable, and will never give you any wrong advice. I strongly recommend Moat Wealth Advisors for investing your hard earned money. They will take good care of your money, nurture it, multiply it and most importantly see to it that you get back your money when you need it.
Dr. C. V. Joshi
C.E.O  - Revive Lifestyle
May 19, 2018
I am Reena Sahani from Reena Couture powered by JAI MATA DI BOUTIQUES fashion designer specialising in bridal wear has a pleasure to give a vote of appreciation to Mr. Subhash Chawan from Moat Wealth Advisors for his prompt and efficient services for my financial investments with exact clarity on the plans and its benefits as to a lay man made in the best simplest form by him. I would recommend his services to all my possible contacts. Wishing you a bright future and lot of success to come.
Reena Sahani
Reena Couture
May 19, 2018
Moat Wealth Advisors have brought spectacular change in the ways we make our investments. Mr. Abhishek Gupta has demystified many facts about saving habits, and given me confidence and clarity about money matters like no one ever did. We now confidently recommend our trusted clients to Moat Wealth Advisors for co-creating a solid financial plan that woul d help them face changes and feel more secure that their goals remain on track, eventually leading them to financial freedom.
Girija Deshpande
Managing Partner  - DG Consulting
May 19, 2018
“We were so happy with the way Mr. Abhishek Gupta educated us rather than selling us any of his products. He was more keen on finding out what our goals were and then crafted an investment structure around it; so that we could chase our goals and not just get returns.”
Anil Thomas
Program Director & CEO  - TTGLS
May 19, 2018
I, Thank you for helping me select the right Mutual Fund product, to invest in. Your choice has helped me experience maximum gain in my Investment. Our Investment's made about two months ago, under your careful guidance, has resulted in a nett yield ( gain ) of approx L4o/o p.a. which is much higher than our usual Investments made in fixed deposits. I would strongly recommend you and your company Moat Wealth advisors, to one and everyone for carefree and rightful Investments in Mutual Funds. Pray that you help many more with your rightful suggestions as offered to us. Thanking you with the very Best of Wishes.
Kiran Rao
Versatile Ventures
May 19, 2018
We were so happy with the way Abhishek Gupta educated us rather than selling us any of his products. He was more keen on finding out what our goals were and then crafted an investment structure around it; so that we could chase our goals and not just get returns.
Anil Thomas
Program Director & CEO  - TTGLS
May 19, 2018
DG Consulting Offers Soft Skills Training, HR Consultancy Services Pan India. Moat Wealth Advisors have brought spectacular change in the ways we make our investments. Mr. Abhishek Gupta has demystified many facts about saving habits, and given me confidence and clarity about money matters like no one ever did. We now confidently recommend our trusted clients to Moat Wealth Advisors for co-creating a solid financial plan that would help them face changes and feel more secure that their goals remain on track, eventually leading them to financial freedom.
Girija Deshpande
Managing Partner
May 19, 2018

Moat Wealth Advisors was established in 2009 as a Financial planning company offering innovative investment solutions with superior risk adjusted returns for its clients by having proper asset allocation of Debt and Equity in the financial portfolio and also rebalancing the portfolio on regular basis as and when required. At moat Wealth advisor, we continuously focus on Relationships and offer personalized services to each of our clients.