Unlock India's Growth Potential
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. Dwaith PMS caters to High Net-Worth Individuals (HNI) and corporate clients based in India, as well as Non-Resident Indians (NRI) and Overseas Citizens of India (OCI) residing outside India. It operates under SEBI PMS registration number INP000008561 and specializes in a value investment strategy. Dwaith Funds charges fees based exclusively on performance.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Concentrated Growth Portfolio
Deep Value Portfolio
Harsha Venkatesh
Principal Officer and Managing Partner
MBA, B.E.
Harsha's investing journey began in the early 2000s, culminating in an impressive 37% CAGR in his personal portfolio from 2013-2021. His corporate experience includes a pivotal role at Enphase Energy, where he contributed to the company's growth from a $62M market cap to over $25B. Harsha's global perspective, shaped by his work in the USA and Germany, forms the basis of Dwaith's investment strategies. He holds an MBA from IIM Mumbai and a B.E. from RVCE Bangalore. He is also an entrepreneur with a wide-ranging interest in solar, power electronics, and manufacturing industries.
Venkatesha Murthy
Compliance Officer
B.A
With over 40 years in accounting and auditing, Venkatesha brings a wealth of experience to Dwaith's compliance function. His personal investing journey, which began during India's economic liberalization in the early 1990s, adds depth to his role in ensuring adherence to regulatory standards.
Kruthi Harsha
Analyst and Director
Kruthi's international exposure, having worked in Germany, USA, and India, provides valuable insights into analyzing growth opportunities as India evolves. Her engineering background and entrepreneurial experience in real estate complement her role in identifying long-term investment prospects.
S K Ravi
Legal Advisor
Company Secretary
A qualified Company Secretary with expertise in Corporate Law, Civil Law, Trademarks, and Insolvency Law, SK Ravi heads Tatvamasi Corporate Services. His comprehensive legal knowledge is instrumental in navigating complex regulatory landscapes.
Ashwin Kumar T
Director Research
CFA, MBA, BIM
25+ years in Capital Markets. With exposure to multiple asset classes, sectors, market cycles with roles in Family Office, PMS and Mutual Funds. Core areas of theme investing including dividend yield, international and asset allocation with knowledge of key sectors like Automobiles, Energy and Financial Services.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Om Sonavane
Research Analyst
Certified RA, B.E.
3+ years of experience in Equity Research. 3,000+ companies researched. Tracking Pharma, Banking and Services. Core strengths: portfolio construction, idea generation, investment memo writing.
Nishanth NS
Research Analyst
CA (Intr), B. Com
Research focus on AI's impact on financial services informs Dwaith's data-driven screening layer. Covering Defence, Consumer and Realty.
Mohan Rao
Research Analyst
Certified RA, MBA
IPO research across 236 mainboard-listed companies, and wealth-management analysis. Capital-market analysis, banking analysis, financial modelling, and portfolio-oriented research.
Sujan B
Research Analyst
CFA Level 1, B. Com (Hons)
Covering new-age businesses and their investment scope. Deep expertise in tech implementation. Understanding of forensic analysis and institutional research development.
Sundar CV
Director Sales
ICWA (Inter), M. Com
35+ years in institutional sales spanning multiple asset classes like MFs, SIFs, PMS, AIFs. Experience at UTI and Pantomath Group.
Shiva Prasad B
Sales Manager
MBA
16 years in wealth management across insurance, funds, and wealth management. Owns the post-onboarding client relationship.
Vinod Kalkotwar
Director, VC/PE
M.Tech, IIT Madras
Heads boutique investment bank Kalozal Consultants; Independent Director, Karnataka Govt-Venture Capital Fund (KITVEN).
Anurag Sinha
CPTO & Partner
MBA, MS, BTech (CS), NIT
23+ years building products across Big Tech (Amazon, Microsoft) and growth-stage operators (Rebel Foods). Built and led 100+ person teams across AI, product, and UX.
T J Rodgers
AdvisorAdvisor, USA
A Silicon Valley legend, TJ founded Cypress Semiconductor in 1982 and guided it to become a multi-billion-dollar company. Rodgers served as Cypress's CEO for 34 years until stepping down in August 2016 as the longest-tenured CEO among all publicly traded technology companies. TJ is a billionaire investor with multi-faceted interests ranging from wine-making to turning around technology companies.
Valeta Massey
AdvisorCo-Manager and Investor, USA
A UC Berkeley graduate in Engineering and Computer Science, Valeta's experience as a senior SRAM design engineer at Cypress and her current role managing Clos de la Tech's vineyards and winery add unique perspectives to her persona. She has wide-ranging interests from philanthropy to investing. She is a co-manager and investor at Dwaith Partners, USA.
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