Moat Financial Services Pvt Ltd manages assets worth Rs 377.91 crores. Its current offering of PMS schemes includes 5 Multi Cap And Flexi Cap and 1 Multi Asset schemes.
PORTFOLIO MANAGERS
Mr. Sumit Jain has over 16 years of experience in Indian equity markets. He was actively involved in the conceptualization of the Indian Entrepreneur strategy and currently manages the Indian Entrepreneur Portfolio with an AUM of over USD 2.5 billion. He has also been instrumental in building the proprietary valuation models at ASK. In the past Sumit has worked with ICICI Prudential Life Insurance and First Global Securities in the past. He is a Postgraduate in Management from Mumbai University. He first joined ASK in October 2005.He is also engaged in the research of businesses with ASK IM universe, identifying new investment opportunities and tracking their performance at regular intervals
Mr. Ramakrishnan T.B., commonly called Ramki, is a registered Research Analyst with SEBI and holds a Post Graduate Program in Portfolio Management from NISM. He was a Cochin Stock Exchange member and a governing board member during 1998-2000 and ex-Treasurer during 1998-1999. He was the Regional Head of Sharekhan (2002-2006). With over 32 years of experience in financial markets, Mr. Ramki plays a key role in organizing various investor awareness programs in Kerala and other states. He actively participates as a speaker in investment awareness initiatives organized by NSE, BSE, MCX, NSDL, CDSL, and SEBI. He is also a frequent panellist in public media discussions related to Financial Markets. Since May 2023, Mr. Ramki has conducted numerous investor awareness programs throughout Kerala, focusing on "AI and its impact on the stock market." His profound knowledge and extensive experience in stock market analysis greatly enrich these seminars with valuable insights. In addition to his speaking engagements, Mr. Ramki regularly contributes articles to publications such as "Sampadyam" by Malayala Manorama, "Dhanam" Magazines, and "Business Deepika." These contributions aim to keep the investing public informed about the Financial and Commodity Markets.
Mr. Biju has over 20 years of experience in the financial markets, with expertise in equity research, portfolio management, and investment advisory services. At Moat Financial Services Pvt Ltd, he leads the design and execution of investment strategies focused on delivering sustainable, risk-adjusted returns. Known for his disciplined and structured approach, he combines rigorous research with robust risk management to help clients achieve their long-term investment goals.
Mr. Dhruv sees research as more than crunching numbers he sees it as storytelling with substance. He dives deep into businesses, connects macro shifts with micro details, and helps craft bespoke portfolios that stand the test of time. Backed by strong valuation skills and a sharp eye for patterns, Dhruv brings clarity and conviction to every investment idea he works on.
Moat Financial Services is an India-focused equity asset manager, working with domestic and global investors since 2013. We manage equity portfolios in the Indian market, combining time-tested investment principles with data analytics, research-driven insights and a deep understanding of market dynamics. Our approach is long-term and personalised — built around each client's objectives rather than a standard model. We regard protecting hard-earned capital and building generational wealth as a responsibility, not merely a mandate. More than asset managers, we aim to be long-term wealth partners.
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