Portfolio Management Service

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Equity Returns

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Dwaith Advisory (India)

Year	Returns: Dwaith Advisory	Returns: BSE 500 TRI
2022 (IA)	16.50%	-7.00%
2023	103.20%	38.00%
2024 (IA) 01/04/2024 to 30/06/2024	10.20%	4.20%
2024 (PMS) 01/07/2024 to 31/03/2024	-13.92%	4.20%
2025	18.94%	10.40%

Experienced in investment strategies since year 2004

An ardent disciple of Warren Buffett who closely follows his principles on value investing and capital allocation
In the past 20 years, he has built his wealth by investing in the stock market. He started Dwaith in 2018 after relocating to India from the US
In his last role in Corporate Life, he was the Director of the micro inverter product line at Enphase energy, a company where he was a key member of the management team contributing towards the turnaround from a sub $100M organisation by the time he left
He enjoys being involved in business and is a promoter of two power electronics companies in India: Power One Microsystems and Zepco Technologies. He also has a significant ownership stakes in a few EMS and Embedded System Companies in India
He has traveled extensively around the world visiting over 60 countries.
A decade in the US and Germany helped him understand different cultures and systems. He is an ardent believer in Indian entrepreneurial growth potential

Dwaith Approach

Through intensive bottom-up fundamental research, the Fund will invest all of the assets in India

Concentrated positions in companies trading well below intrinsic value, run by honest & exceptional management

Build and hold positions for long time in companies invested until they reach their full value

No fees on (AUM)
Assets Under Management

5% Return

For a $1 million investment

In Dwaith Funds:
Investor return would be 5%

Whereas in Other Funds: A fund with a 2% management fee and 20% performance fee, the actual investor return would be 2.4%

20% Return

For a $1 million investment

In Dwaith Funds:
Investor return would be 16.5%

Whereas in Other Funds: A fund with a 2% management fee and 20% performance fee, the actual investor return would be 14.4%

Zero management fees as a percentage of AUM
No performance fees until a 6% return is delivered to investors
25% of the gains over 6% is the performance fee
Most mutual funds and hedge funds take 2% of assets JUST for the pleasure of holding your money and breathing
We don’t and won’t charge for holding assets as a matter of principle

Testimonials

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'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.

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 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

Trade Name: Dwaith Advisory Private Limited | SEBI Category 2 FPI registration number INUSFP083521 | BASL Membership ID: BASL1909

Type of Registration – Non – Individual Validity of Registration – Perpetual

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