Dwaith Funds

Beating major indices since 2018

Value Investing in India's Emerging Market

34% returns in 2023. No management fees. Led by a Silicon Valley veteran with a 20-year track record of outperforming major indices.

ABOUT DWAITH FUNDS

Our business is taking care of your business.

Dwaith Funds specializes in unlocking India’s emerging market potential through value investing. With a proven track record of outperforming major indices, we combine local expertise with global standards. Our unique no-management-fee structure aligns our success directly with yours, ensuring that your investments receive the care and attention they deserve.

OUR FUND OFFERINGS

Strategic investments to grow your wealth in India's market

Dwaith Funds offers a unique approach to value investing in India’s emerging market, combining local expertise with global standards to maximize your returns.

Dwaith Partners (US)

For US & European clients seeking exposure to India's growth. Invest in a Category 3 FPI fund with a minimum of $1M.

Dwaith PMS (India)

For Indian residents and NRI/OCI cardholders. Access our SEBI-registered Portfolio Management Service with a minimum investment of Rs. 2 Cr.

Value Investing

Our core strategy focuses on identifying undervalued companies with strong growth potential in India's dynamic market.

Performance-Based Fees

We align our success with yours. No management fees, only performance fees above a 6% hurdle rate.

Fund scheme returns

Year
Return

Dwaith
Advisory

Sensex
India

2023

103.2%

24.9%

2022

16.5%

-4.8%

Year
Return

Dwaith
Partners

S&P 500

MSCI EM

Sensex
India

2023

35%

24.2%

7.0%

18.0%

2022

-7.6%

-19.4%

-22.4%

-6.0%

2021

-12.7%

10.3%

-10.0%

-0.9%

OUR CULTURE

For investors, by investors.

At Dwaith, we prioritize investor interests through:

– Aligned incentives: No management fees, only performance fees above a hurdle rate
– Founder’s personal investing success applied to fund management
– Long-term value focus and deep understanding of Indian markets
– Commitment to thorough research and disciplined decision-making
– Culture of continuous learning and patient wealth compounding

We aim to preserve and grow wealth by applying value investing principles to India’s dynamic market opportunities.

Thank's to our Partners :

STRATEGIC INVESTMENT LEADERSHIP

More than 20 Years of Experience.

Harsha Venkatesh, founder of Dwaith Funds, brings over two decades of investing expertise to the table. His journey began in the early 2000s, culminating in an impressive 37% CAGR over 8 years in his personal portfolio before launching Dwaith Funds.

With a background spanning Silicon Valley tech and global finance, Harsha combines deep market insights with cutting-edge innovation. His experience includes key roles at Enphase Energy, where he contributed to the company’s growth from a $100M to a $25B market cap.

Harsha’s approach to value investing in India’s emerging market is rooted in Warren Buffett’s principles, adapted for the unique opportunities in the Indian economy. His track record of outperforming major indices speaks to his skill in identifying undervalued companies with strong growth potential.

By choosing Dwaith Funds, you’re not just investing in a fund – you’re partnering with a proven expert dedicated to growing your wealth through strategic, value-driven investments in one of the world’s most dynamic markets.

Experienced in investment strategies since

year 2000

Testimonials

I am very happy investing with Dwaith PMS. Harsha is a diligent, trustworthy and very capable investor. He is concentrated in select names and I have seen him pick sectors and stocks that are going to be picked by others in the future. He has been able to drive looking at the windshield and not just at rear-view mirror.

I've known Harsha for 15+ years. He is a good business and growth thinker. Always on the look out for good companies to invest. We've had great interactions discussing companies, stocks and how companies can build long term competitive strengths. He is one of the best investors I have come across. I am very happy investing with him as a side-car investor. You will not go wrong in selecting him if he is open to new clients now.

We highly recommend Dwaith Partners for anyone looking to invest in the stock market. Harsha has a remarkable talent for identifying undervalued stocks and is a strong advocate of long-term investment strategies. His meticulous approach ensures that investments are made with the utmost care, minimizing the risk of losses. Impressively, Harsha has consistently generated returns that are twice as high as the average returns from other similar companies. With Dwaith Partners, you can trust that your money is in safe and capable hands.

I have always been impressed with Harsha’s intellect, deep knowledge about various industries, companies and different approaches to valuations. He is well read, thorough in his research and brings his unique perspective when evaluating a sector/ industry long term evolution, company moats, competitive dynamics and how to identify great investment opportunities to build sustained wealth over the long turn. He is my go-to person for any advice related to investments and stocks. I have been a witness to some of the great investments he has made even before the big fund managers could identify those opportunities. I have not seen any fund, investment guru provide the kind of compounded returns he has generated over time. it's great to see that he has finally made an entry into the profession of wealth management and other people can now benefit significantly from his uncanny ability to generate phenomenal growth.