Moat Financial PMS or Portfolio Management Review 2025

Moat Financial PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Moat Financial Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM	Rs.218.53 Cr.
Avg. 1 Year Return	3.63%
Active Clients	213
No. of Strategies	5
Minimum Investment	Rs.50 Lakh
Experience	9 Year

Moat Financial PMS - Company Overview

Moat Financial Portfolio Management Service Performance or Returns

1 Year

3.63%

Nifty 50 - 1 Year

10.74%

3 Year

16.88%

Nifty 50 - 3 Year

20.15%

5 Year

24.12%

Nifty 50 - 5 Year

11.52%

Moat Financial PMS Charges or Fees

Fixed Fees

2.00% of Fund Value (AMC)

Variable AMC

2% of Fund value

Variable Profit Sharing

20% (Profit Sharing over 12%)

Exit Load 1st Year

Nil

Exit Load 2nd Year

Nil

Exit Load 3rd Year

Nil

Best Strategies by Moat Financial Portfolio Management Services

Check out various strategies or Investment approaches provided by Moat Financial Portfolio Managers.

Strategy Name	Special Opportunities Fund	UpperCrust Wealth Fund	Emerging Moat	Moderate Compounders	UpperCrust Growth Fund
Start Date	5-Nov-20	21-Jan-22	26-Sep-22	12-Nov-13	30-Mar-22
Category	MULTI CAP & FLEXI CAP	MULTI CAP & FLEXI CAP	MULTI CAP & FLEXI CAP	MULTI CAP & FLEXI CAP	MULTI ASSET
Benchmark	S&P BSE 500	S&P BSE 500	S&P BSE 500	S&P BSE 500	NSE Multi Asset Index 2
AUM (Rs.)	10.91	99.02	49.01	13.61	37.14
No. of Stocks	NA	NA	NA	NA	NA
1 Yr. Return	2.78%	5.34%	4.31%	1.81%	3.93%
3 Yr. Return	13.16%	18.81%	NA	16.29%	19.25%
5 Yr. Return	NA	NA	NA	24.12%	NA
Fund Manager	Mr Ramakrishnan TB	Mr Ramakrishnan TB	Mr Ramakrishnan TB	Mr Ramakrishnan TB	Mr Ramakrishnan TB