MOAT Happiness Multi cap Portfolio

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Welcome to AIF & PMS Experts India Pvt. Ltd.

About Company

A way of life that focuses on generating superior investment performance while maintaining a superior perspective on developing long-term wealth. Moat was founded in 2014 by a talented and experienced management team that has worked closely together for decades and continues to do so now with the same investing strategy and obvious alignment of interests! Because we believe in the genuine spirit of equities investing, Moat was founded out of our desire to provide professional and cautious investment management services. over the previous several years, our SEBI-registered Portfolio Management Service (PMS) has had a track record of spotting multiple multi-bagger investment ideas early on.

Fund Snapshot

Year of Inception 2013
Number of Stocks 8-20
Investment Horizon Long Term
Fund Managers Mr. Koushik Mohan
CIO Mr. Suraj Nair

Unique Feature

To find small, successful businesses with a major competitive advantage

Investment Philosophy

Finding quality business, management and value.

Moat’s investment philosophy is designed to identify superior compounding growth stories which have the ability to deliver regularly rather than in bouts. Our investment approach keeps us fixated on our goal of picking premium quality businesses while safeguarding the client’s capital. We spot the undiscovered, hidden gems which can sustain a significantly higher Return on the capital employed (RoCE) compared to the Cost of capital (CoC) in the long-run, freeing up the excess cash flow for the business. This phenomenon not only makes these businesses resilient but also sets them a class apart. In our view, these companies deem worthy of the title “premium quality business”.

We remain fixated on our aim of long-term wealth generation for all our clients. For this, we are on the constant hunt for companies that reinvest at least a portion of their excess cash flow back into the business to grow while increasing the returns for its shareholders. We stay committed to our investment picks for the long haul which gives the business time to create value and also allows us to reap the benefits of long-term compounding.

Our investment approach solely looks for growth opportunities of businesses in their industries, irrespective of the size of the company or sector. We look for relatively smaller players in the industry which have the ability to become even bigger in the future. Our definition of small players also includes large cap companies, the market leader or even near market leaders if they are more than capable of further expansion and penetration in their respective industries.

About Fund Manager

Mr. Sudheesh M


Mr. Sudheesh has over a decade of experience in the field of corporate finance, accounts and audit. He started his career with a reputed Chartered Accountant in 2006 in Cochin. Taxation, corporate audit and accounting are his specializations. He has been working with Moat Financial Services since 2013 and is currently the Finance and Principal officer.

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For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.