Abhishek Gupta – Founder and Chief Financial Planner
Abhishek is a MBA in Finance and CERTIFIED FINANCIAL PLANNER CM. He has more than 11 years of experience in Finance Industry with deep interface in personal finance products. He has worked for 3 years at Deutsche Bank in the Finance Function and a year in the manufacturing sector.
Subhash Chawan – Managing Partner
Subhash is a Mechanical Engineer and MBA Marketing from Narsee Monjee Institute of Management Studies, Mumbai. He comes with more than 17 years’ experience in Sales and Marketing of various industrial and Financial products. He has worked in various capacities as Sales Manager, Head – Sales and Operation and Chief Operating Officer of financial firm.
Nikita Kriplani – Back Office Operations
Nikita is a graduate from Mumbai university and has been with Moat wealth advisors since more than 6 years and her current responsibilities include managing the back office operation along with her team.
Neeraj Manchanda – Management Consultant
Neeraj is a management consultant with Moat , portrays a pivotal role in enhancing the alignment between the top management. He is also an integral part of decisions related to organizational development strategies. for more than 7 years.
Anuraag Gupta – Consultant
Anuraag Gupta is a consultant with Moat for more than a decade, He specializes in Financial Analysis & Investment Appraisal. He has been managing multi-million dollar portfolios, investing in various asset classes, including Listed & Unlisted Equity, Real Estate and Debt.
When it came to understanding Mutual funds, my first discussion was with Subhash Chavan of Moats Wealth Advisors. He guided me with the systematic plan and how Mutual funds work and the wealth growth over the years. With the experience and the background of Moats Wealth Advisors I found a better way to grow my wealth. What was giving more comfort was that the way they have been able to switch and find the best funds to invest in, their regular daily updates, quarterly updates and the reports gives me confidence. I can very well say I have been having the best experience in Mutual fund investment with Moats Thank you Subhash for the excellent guidance. I am recommending Moats Wealth Advisors for all Mutual fund investors.
I trust MOAT Advisor more than anybody & I have shifted all my funds to
you for the investment in mutual fund. I am very happy with your prompt, professional services & confidence
with which you execute your business. From now on wards I will invest only with Moat.
It has been some time that we have started referring you to our contact sphere for mutual fund investments.
With so many options available in the market, Mutual Funds can be sometimes overwhelming to select the right one.
This is where an expert advice is required and am glad could introduce you to them.
We have received positive feedback from whosoever have availed your expert advice.
You did not sell whatever you could but make them understand what they require for future.
That was the primary difference. Thank you so much for the correct advice and establishing great
credibility. Wish you luck always.