Abhishek Gupta

Moat Wealth

Certified Financial Planner

Service Location

Mumbai

Professional Licenses

FPSB

#IN150889

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

502 A Wing, Delphi, Hiranandani Gardens, Powai, Mumbai 400076

Website

https://moatwealth.com/

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Abhishek Gupta

Founded by Abhishek, Moat Wealth Advisor follows a strategy akin to constructing a protective moat around a castle. The firm focuses on widening the financial moat by making appropriate debt investments, safeguarding wealth during market downturns, and seizing opportunities by investing in equities when the market is down.

Since its establishment in 2009, Moat Wealth Associates LLP has been dedicated to offering innovative financial solutions with superior risk-adjusted returns. With Abhishek's background as an MBA in Finance and a CERTIFIED FINANCIAL PLANNER, backed by over 11 years of experience in the finance industry, the firm emphasizes personalized services and strong client relationships.

Abhishek brings valuable expertise from his previous roles at Deutsche Bank, where he worked in the Finance Function, and his experience in the manufacturing sector.

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