MOAT Financial Services Pvt Ltd. is a SEBI Registered boutique portfolio manager. Moat is an investment lifestyle, a superlative perspective on creating wealth through ownership in quality and productive businesses in the world’s fastest growing economy. Moat administers and manage a portfolio of shares or equities of a few great Indian businesses that has the ability to become really big by creating a barrier of entry or a niche in the larger space. Our aim is to identify small, efficient businesses that has a great competitive advantage run by smart visionary ambitious leaders that can really become the next megatrend in India. Our goal is to identify and invest at the early stages of undervalued, un-popular companies, that over time due to their uniqueness, greatness and scarcity of shares has the potential to get over-valued and popular. MOAT has a history of identifying several multi-baggers investment ideas early. Every equity investment that we make is viewed as if we were buying a piece of that particular business.
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| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Special Opportunities Fund | Multi Cap & Flexi Cap | -4.84% | 11.00% | 11.53% | Nov 2020 |
| UpperCrust Wealth Fund | Multi Cap & Flexi Cap | 2.60% | 26.77% | — | Jan 2022 |
| Emerging Moat | Multi Cap & Flexi Cap | -4.31% | 15.69% | — | Sep 2022 |
| Moderate Compounders | Multi Cap & Flexi Cap | -7.50% | 13.98% | 15.46% | Nov 2013 |
| UpperCrust Growth Fund | Multi Asset | 7.31% | 22.74% | — | Mar 2022 |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Mr. Biju has over 20 years of experience in the financial markets, with expertise in equity research, portfolio management, and investment advisory services. At Moat Financial Services Pvt Ltd, he leads the design and execution of investment strategies focused on delivering sustainable, risk-adjusted returns. Known for his disciplined and structured approach, he combines rigorous research with robust risk management to help clients achieve their long-term investment goals.
Get in touch with our investment advisors to learn more about Moat Financial Services Pvt Ltd's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000004482
Registered Office: Room No: 3-I, 3rd Floor, National Pearl Star, Edappally, Kochi, Kerala 682024
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
