Moat Financial Services Private Limited • Equity
Happiness Portfolio is an equity portfolio management service (PMS) strategy run by Moat Financial Services Private Limited, launched on 27 Oct 2025. As of 30 Sep 2026, it manages ₹3.36 Cr of client assets and is benchmarked against the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Team moat.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.33% |
| 3 Months | -1.65% |
| Since Inception | -3.78% |
| management fee | Fixed Fees: Fixed Management fee - 2% |
| performance fee | Variable Fees: Performance fees - 20%, over and above hurdle rate of 12% |
| exit load | Nil |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callHappiness Portfolio has returned -3.78% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Happiness Portfolio is managed by Team moat at Moat Financial Services. The strategy manages ₹3.36 Cr of client assets as of 30 Sep 2026.
Happiness Portfolio manages ₹3.36 Cr of client assets as of 30 Sep 2026.
The fee structure for Happiness Portfolio includes: management fee: Fixed Fees: Fixed Management fee - 2%; performance fee: Variable Fees: Performance fees - 20%, over and above hurdle rate of 12%; exit load: Nil.
The minimum investment for Happiness Portfolio is ₹50 Lakhs.
Happiness Portfolio was launched on 27 Oct 2025.
Description
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