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The Principal Officer’s vision for the PMS is to, over the long run, beat all major indices and over 90% of mutual fund and hedge fund managers to deliver superior risk-adjusted returns.
To ensure that the PMS provides a low-cost, scalable investment avenue for wealth creation by adopting high levels of skill, integrity, transparency, and accountability with a long-term investment horizon in mind.
As per the SEBI Circular dated February 13, 2020, on Guidelines for Portfolio Managers, clients have the option to be on-boarded directly by the Portfolio Manager without the intermediation of persons engaged in distribution services.
If you would like to be on-boarded directly by Dwaith Funds, you can start the process by filling out the form on our Invest Now page.