Our Story – Dwaith Funds

Harnessing India's Economic Rise

OUR HISTORY

Compounding Wisdom, Creating Value

Dwaith Advisory, established in 2018, offers long-term financial services inspired by the “Dwaitha” philosophy of Madhwacharya, which emphasizes striving for excellence and minimizing errors. The firm is led by Harsha Venkatesh, an experienced investor since the early 2000s with international experience in the USA and Germany. He adopts a fee structure similar to early Buffett partnerships, with no management fees and a 25% performance fee on returns exceeding 6%. His long-term goal is to outperform major indices and surpass 90% of mutual and hedge fund managers.

OUR HISTORY

Dwaitha philosophy

Dwaitha philosophy, founded by the 13th-century Indian philosopher Madhvacharya, is a school of Vedanta that emphasizes dualism. Dwaitha posits that there are two distinct realities: the individual soul (Jiva) and the supreme being (Brahman or Vishnu). These two entities are fundamentally different and independent. The human endeavor to achieve excellence and move towards perfection through our efforts is a central tenet that has inspired us.

This principle guides our investment approach as we seek to preserve and grow wealth through value investing in India’s emerging market. We focus on identifying undervalued companies with strong growth potential, run by exceptional management teams. We believe in patient, value-driven investing, harnessing the potential of India’s economic rise while maintaining a disciplined, research-intensive approach to capital allocation.

By following the process, over the long term (5 years), we plan to deliver better results compared to major indices and 90% of mutual fund and hedge fund managers worldwide.

Testimonials

I helped create the fund, and from the outset, Harsha has been consistently honest and transparent with me, though he lost money initially. Unlike many other funds, he has never overcharged and demonstrates a keen business acumen in evaluating and investing in companies. If you have patient capital and are looking for a reliable investment partner, Harsha is an excellent choice. TJR

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.

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