Moat Financial Services

MOAT UpperCrust Wealth PMS


Key Portfolio Attributes

Mr. Biju John

Inception Date: 20-Jan-22

Number of Stocks: 74

Fund Manager’s Name: Mr. Biju John

Fund Manager Profile:

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.

Investment Objective

The investment objective of MOAT UpperCrust Wealth PMS is to preserve the purchasing power of the client’s capital whilst providing sustainable returns over long periods.

Investment Strategy

The Strategy aims to benefit from the long-term compounding effect of investments in great businesses, run by outstanding management for superior wealth creation. It aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next trillion-dollar GDP growth

Investment Philosophy

The investment philosophy of MOAT UpperCrust Wealth PMS remains fixated on their goal of picking great management who are in the process of building great premium quality businesses. Their investment philosophy is specifically designed to identify only superior compounding growth stories

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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