Moat Wealth Associates LLP : Mutual Fund, Portfolio Management Services(PMS), Bonds & FD's, Health and Term Insurance
About
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Contact Information
| Phone | 022 2570 4357 |
|---|---|
| Address | Delphi A wing, 502, Orchard Ave, above Smoor Lounge, Hiranandani Gardens, Panchkutir Ganesh Nagar, Powai, Mumbai, Maharashtra 400076, India |
| Website | http://moatwealth.com/ |
| Location | 19.1198684, 72.9089531 |
Opening Hours
| Monday: 9:00 AM – 6:00 PM |
| Tuesday: 9:00 AM – 6:00 PM |
| Wednesday: 9:00 AM – 6:00 PM |
| Thursday: 9:00 AM – 6:00 PM |
| Friday: 9:00 AM – 6:00 PM |
| Saturday: 9:00 AM – 6:00 PM |
| Sunday: 9:00 AM – 6:00 PM |
Categories / Tags
Reviews
I have started interacting and engaging with MOAT, and found them to be very approachable and professional. The approach, and advice in financial planning is very unique and have patience to hear you issues, goals and objectives. The best part i like so far is they come out with new plan with every modification I require without affecting the Core strategy. I interacted with Mr Harsh who has been kind enought to guide me well.
My journey with MOAT Wealth began in 2024. I interacted with Harsh and Anuj who assisted me to understand my finances and how could I regulate them better for future. I was well guided by helping me set up a SIP for myself.
They explained every detail in a way that was logical and understandable. This enabled me to take the correct steps towards achieving my financial goals. Because of their knowledge, my financial future is something I am more confident about.
Their dedication to helping their clients achieve financial wellness is admirable!
My journey with MOAT Wealth was amazing, especially with Harsh who assisted me with my finances. He truly understood what my financial aspirations were and ensured that I was well guided by helping me set up a SIP for myself and my family members as well.
Harsh indeed was very patient and professional. He explained every detail in a way that was logical and clear so that I was always able to make the correct steps towards achieving my goals. Because of his knowledge, my financial future is something I am more confident about.
For anyone who requires sound financial planning and investment guidance, MOAT Wealth and Harsh come highly advise. Their dedication to helping their clients achieve financial wellness is admirable!
Many Thanks, Harsh and MOAT Wealth! 🙌
I have been a client of Moat Wealth since 2018, and my experience has been nothing short of exceptional. Their expertise and dedication to handling investments have given me great confidence and peace of mind over the years.
A special mention goes to Harsh, who has been incredibly responsive and efficient in managing my portfolio. His prompt communication, insightful advice, and commitment to delivering results have truly set him apart. Harsh's proactive approach has ensured that my investments are always well-placed and aligned with my financial goals.
I highly recommend Moat Wealth to anyone looking for reliable and professional wealth management services, specially an association with Harsh.
I want to share with you my experience with Moat Wealth and why I believe you must consider them for your investment needs.
I must thank Harsh for his invaluable guidance throughout the process. Initially, I was hesitant and not quite ready to make an investment. However, Harsh's expert advice and support helped me take that first step towards securing my financial future.
His knowledge and professionalism were truly impressive, and he guided me through the entire process with patience and clarity. With his help, I was able to make an informed decision and start my investment journey with confidence.
I believe that choosing Moat Wealth for investment was the right decision for me, and I am confident that it will be for you as well. Their commitment to excellence and client satisfaction is evident in every interaction, and I have no doubt that they will support you in achieving your financial goals.