Wealth Management helps secure your future by providing innovative and personalised management of your assets like Debt, Equity, Gold and Real estate. Our expertise team helps you in selection and monitoring of products and services to manage your assets.
Estate planning in simple terms refers to the passing down of assets from one generation to another.
Most of us are under the impression that estate planning is only for the very wealthy. But, the fact is that estate planning is essential for all, regardless the size of their portfolio. And it should be done from the very first day we have an asset to give.
Estate planning saves your family and loved ones from going through the additional burden of reverting to the law to distribute the assets to the legal heirs in case of an intestate (dying without a legal will) demise.
Advantages of Estate Planning:
- You can decide who receives a share of your assets
- You can decide how and when your beneficiaries will receive their inheritance
- You can decide who will manage your estate in your absence
- Estate planning saves your family and loved ones from going through the additional burden of reverting to the law to distribute the assets to the legal heirs in case of an intestate (dying without a legal will) demise.
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.