About Moat Wealth
Moat Wealth is a Business Services company. It offers financial planning, portfolio management, investment advice, tax services, and NRI support. It operates on a B2C and B2B model in Business Services and Financial Services sectors. Its Indian entity Moatwealth Associates Llp reported revenue of ₹6.33 Cr. Moat Wealth offers products and services including Portfolio Management Services, Goal Based Planning, Tax Planning, and NRI Services. Its focus areas include Finance, Financial Advisory, Tax Planning and NRI Services. Its competitors include MassMutual, Point Digital Finance, Prudent, Reliance Capital and Power Corporation of Canada and 2 more; 2 of its 7 listed competitors have raised funding.
Company details
Moat Wealth, established in 2009, is a financial service company based in Mumbai, India. It specializes in innovative solutions for asset allocation and portfolio rebalancing to deliver risk-adjusted returns. The firm offers services like goal-based investing, tax planning, and investment options for NRIs through personalized approaches. It also conducts educational workshops to empower clients on financial and retirement planning, focusing on diverse client needs.
- SectorsBusiness ServicesFinancial Services
- Email••••••••
- Phone•••• ••••
- Website moatwealth.com
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- Legal Name Moat Wealth Associates Llp
- Date of Incorporation 12 Nov, 2020
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹6.33 Cr
FY 2025 · +33% YoY
- Net Profit₹2.21 Cr
FY 2025 · 35% margin
- EBITDA₹3.43 Cr
FY 2025 · 54% margin
Associated legal entities of Moat Wealth
Moat Wealth operates through Moatwealth Associates Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Moatwealth Associates Llp CIN AAU-6880 | Active | 12 Nov 2020 | Mumbai, Maharashtra | ₹6.3 Cr | – | 2 | View details |
Products & Services of Moat Wealth
Moat Wealth offers a comprehensive portfolio of products and services, including Portfolio Management Services, Goal Based Planning, Tax Planning, and NRI Services.
Manages investment portfolios with asset allocation and rebalancing.
Tailors investments to life stages and short-term financial goals.
Provides strategies for efficient tax minimization through investments.
Offers investment options for non-resident Indians in the Indian market.
Apps and channels of Moat Wealth
Moat Wealth publishes 1 mobile app with over 100 downloads; its YouTube channel Moat Wealth Associates has 331 subscribers and 30 videos.
Videos from Moat Wealth
The most watched videos on Moat Wealth's YouTube channel, Moat Wealth Associates (331 subscribers). Click a video to play it here.
More on Moat Wealth Associates.
Board of directors of Moatwealth Associates Llp (Moat Wealth)
Moatwealth Associates Llp is the primary company behind Moat Wealth. The board of Moatwealth Associates Llp currently have 2 directors; the longest-serving is Subhash Bhavsingh Chawan, appointed in 2020.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Subhash Bhavsingh Chawan DIN 08960110 | Designated Partner | 12 Nov 2020 | 5 yrs 11 mo | Moatwealth Associates Llp |
| Abhishek Sunil Gupta DIN 05357624 | Designated Partner | 12 Nov 2020 | 5 yrs 11 mo | Moatwealth Associates Llp |
Financials of Moat Wealth
Figures of Moatwealth Associates Llp, the primary company behind Moat Wealth, for FY 2025. Revenue was ₹6.33 Cr (+33% year on year). Net profit was ₹2.21 Cr (35% margin). EBITDA was ₹3.43 Cr (54% margin). Revenue has grown at a compounded annual rate of +366% over three years.
- ₹6.33 CrRevenue · FY 2025 · +33% YoY
- ₹2.21 CrNet profit · 35% margin
- ₹3.43 CrEBITDA · 54% margin
- +366%Revenue CAGR, 3 years
Balance sheet, profit and loss, cash flow and ratios of Moatwealth Associates Llp are on its company page.
Detailed financial statements for Moat Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Competitors of Moat Wealth
Moat Wealth has 7 listed competitors in our database, 2 of them funded. They include MassMutual, Point Digital Finance, Prudent, Reliance Capital and Power Corporation of Canada, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | – | 10,466 | Mutual life insurance company | |
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| prudentcorporate.com | 2000 | Ahmedabad, India | $138,131 | 677 | Provider of financial products and investment services | |
| reliancecapital.co.in | 1986 | Mumbai, India | – | 18,360 | Financial services including loans, insurance, and asset management are provided. | |
| powercorporation.com | 1925 | Montreal, Canada | – | 30,259 | Investments are held in financial services and renewable energy sectors. | |
| amfam.com | 1927 | Madison, United States | – | 13,713 | Personal and business insurance products are provided nationwide. | |
| synechron.com | 2001 | New York, United States | – | – | Synechron is recognized as a global technology and AI consulting firm. |
Detailed competitors of Moat Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Moat Wealth
The website of Moat Wealth (moatwealth.com) receives about 2.4K visits a month.
- Monthly visits2.4K
▼ 58.8% vs previous month
Websites whose visitors overlap most with Moat Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| s9financialplanners.com | 90% | – | – | View details | |
| wealthmanagersindia.com | 86% | – | – | View details | |
| eticawealth.com | 26% | 4.4K | #4,430,070 | View details |
Top companies in Finance & Accounting Services
10 companies that operate in the same segment as Moat Wealth (Finance & Accounting Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | – | USD 3.95 B | 70,100 | |
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | – | USD 54.77 M | 2,097 | |
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 | |
Provider of financial services | 1978 | Los Angeles, California, United States | USD 249.55 M | – | 1,736 | |
Accounting services are provided by Accordion to business clients. | 2009 | New York, New York, United States | USD 165 K | – | 351 | |
Cloud-based accounting software is offered for business operations. | 2002 | Tampa, Florida, United States | USD 24.33 M | – | 166 | |
Provider of financial management services | 1998 | Johannesburg, Gauteng, South Africa | – | USD 14.3 B | 44,916 | |
Financial services in insurance are provided to individuals and businesses. | 2019 | Jaipur, Rajasthan, India | USD 115.63 M | USD 55.59 M | 280 | |
Business advisory services | 1952 | Atlanta, Georgia, United States | – | – | 762 | |
Audit, tax, and advisory services are provided in the UK. | 1983 | Bolton, Greater Manchester, United Kingdom | – | – | – |
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Frequently Asked Questions about Moat Wealth
The primary company behind Moat Wealth, Moatwealth Associates Llp, reported revenue of ₹6.33 Cr for FY 2025, up 33% year on year.
Moat Wealth, established in 2009, is a financial service company based in Mumbai, India. It specializes in innovative solutions for asset allocation and portfolio rebalancing to deliver risk-adjusted returns. The firm offers services like goal-based investing, tax planning, and investment options for NRIs through personalized approaches. It also conducts educational workshops to empower clients on financial and retirement planning, focusing on diverse client needs.
Moat Wealth's top competitors include MassMutual, Point Digital Finance and Prudent.
Moat Wealth offers Portfolio Management Services, Goal Based Planning, Tax Planning, and NRI Services.
Moat Wealth operates through Moatwealth Associates Llp.
The legal entities of Moat Wealth currently have 2 directors, including Subhash Bhavsingh Chawan, Abhishek Sunil Gupta.
Yes. Moat Wealth publishes Moat Wealth, with over 100 downloads.