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Vision: 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.
Mission: 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.
Various documents as mandated by SEBI are made available for download and review. We strive to provide an honest and clear view of all our services.
For any grievances, clients can seek clarification to their query and are further entitled to make a complaint in writing, orally, or telephonically. An email may be sent to the compliance officer (Mr. Venkatesha Murthy) at compliance@dwaithfunds.com or the Investor may call +91-9108992346.
In case you are not satisfied with our response you can lodge your grievance with SEBI at http://scores.gov.in or you may also write to any of the offices of SEBI. SCORES may be accessed thorough SCORES mobile application as well, same can be downloaded from below link:
https://play.google.com/store/apps/details?id=com.ionicframework.sebi236330
ODR Portal could be accessed, if unsatisfied with the response. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”. A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. ODR Portal can be accessed via the following link – https://smartodr.in/
