MOAT UpperCrust Wealth PMS

Key Portfolio Attributes

Inception Date: 20-Jan-22

Number of Stocks: 74

Portfolio Manager’s Name: Mr. Ramakrishnan T.B (RAMKI)

Fund Manager Qualification: BSc, PGP, DCA, Research Analyst (NISM), PG in Portfolio Management (NISM)

Portfolio Manager’s Experience: 32 Years

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


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Do Not Simply Invest, Make Informed Decisions

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