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.
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.
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.
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…..