Our Team

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.#ppsShowPopUp_103

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.

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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.

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