The investment strategy and approach of MOAT UpperCrust Wealth PMSis based on generating returns by investing in companies with proven corporate governance and capital allocation track record and which dominate specific niches of the Indian economy through sustainable competition built around brands, business processes, and strategic assets and which are aggressive in capturing the market share.
Hence under this investment approach, investments are primarily made in equity shares and equity-linked instruments and to keep some part of clients’ investable funds in liquid form, such funds are either invested in units of money market funds or liquid funds or are retained in the bank account in form of bank balance.