Empowering Your Financial Future with Expertise

At Shepherd’s Hill, we provide tailored asset management solutions to safeguard your financial future. With expertise and dedication, we help you achieve your financial goals with confidence.

Shepherd's Hill Portfolio Management Services In India
About Us

An India-based investment advisor and asset manager

Shepherd’s Hill is an India-based investment advisor and asset manager.

Shepherd’s Hill entities are registered with the Securities and Exchange Board of India (SEBI), India’s securities market regulator.

Shepherd’s Hill offers investors in India and around the world a way of achieving superior long-term returns on their savings.

Shepherd’s Hill offers Portfolio Management Services (PMS) and an Alternative Investment Fund (AIF) – Category III pooled vehicle.

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Why choose Shepherd's Hill - AIF CAT 3 and AIF Benefits
Why Shepherd's Hill?

Tailored Asset Management: Unleashing Your Financial Potential

Our solutions are designed to optimize your investments and maximize returns. With a personalized approach, we ensure your financial objectives are met with precision and care.

Established Track Record

The fund manager has 15+ years experience in the capital markets. Auditor-verified 10+ years investment track record in the Indian public equity markets.

Small Independent Capital

It’s much easier to invest smaller amounts of capital than larger ones, all other things being equal. We use non-associate brokers, bankers, auditors and accountants.

SEBI Registered

Investment Advisor Reg. No.: INA000001035
Portfolio Manager Reg. No.: INP000004748
AIF Cat-III Reg. No.: IN/AIF3/18-19/0626

Time Arbitrage Strategy

Our long-term time horizon allows us to invest in equity instruments profitably. We ignore the short-term volatility and focus on the 5+ year view.

Key Principles

Integrity is a cornerstone for us. The means are as important as the end. We treat clients like partners. Protection of capital is paramount.

0% Fixed Fees and Commissions (PMS)​

You pay only if your portfolio does well. We do not charge any PMS client a single rupee in fees that is not linked to our performance. This distinguishes us from our peers.

Our Partners

Partnering with Leaders of the Financial Services Industry

At Shepherd’s Hill Group, we collaborate with some of the most respected names in the financial services sector. These esteemed service providers, while not affiliated with us, share our commitment to excellence, enabling us to deliver unparalleled solutions to our clients.

Kotak Mahindra Bank logo
DBS Bank logo
CAMS (Computer Age Management Services) logo
JM Financial logo
HDFC Bank logo
NSDL (National Securities Depository Limited) logo
Centrum Financial Services logo

Frequently Asked Questions

Find clear and concise answers to common questions about asset management, helping you make informed decisions with confidence.

What is your investment philosophy?

Shepherd’s Hill invests in a portfolio of fundamentally strong and well-run Indian companies. We invest to achieve superior long-term returns by choosing high quality securities at attractive prices. Our primary objective is to protect capital over the long term while providing these superior returns.

How do you ensure safety of capital?

Investments in the equity markets are subject to systematic and unsystematic risks. We mitigate systematic short-term risks by setting our time horizon to five plus years. We mitigate unsystematic risks by investing in a diversified portfolio of companies having strong balance sheets, high returns on assets, good governance and sustainable profit margins, among other factors. We focus on the price entry point of a position as a key risk mitigant.

What is the minimum investment required?

The Shepherd’s Hill group offers different services and products to investors.For the Portfolio Management Services, the minimum is ₹ 50 lacs. For the Alternative Investment Fund, the minimum is ₹ 1 cr.

To know more about any of our offerings, please visit the respective product page.

Our Investors

Empowering Growth, Securing Futures: 
Partnering for Lasting Success

Our investors are accomplished professionals with extensive expertise across diverse industries and roles. Below are some of the renowned companies our esteemed clients are affiliated with.

Microsoft company logo
Amazon company logo
Adidas brand logo
Tata company logo
Barclays Bank logo
Wipro company logo
Infosys company logo
Cognizant company logo
Persistent Systems company logo
IBM company logo
Nike brand logo
HSBC Bank logo
ThoughtWorks company logo
Manhattan Associates company logo
BARC (Bhabha Atomic Research Centre) logo
Sonata Software company logo
ARAI (Automotive Research Association of India) logo
Société Générale company logo
Apollo Hospitals logo
Contact us

Schedule a call to achieve your financial goals

Our asset management services are designed to optimize your investments and grow your wealth. With personalized strategies, we help you navigate the complexities of the financial landscape.

Tailored Solutions

Receive customized investment strategies that align with your unique financial goals.

Expert Guidance

Benefit from our experienced team dedicated to maximizing your investment returns.

Contact us

Get in Touch for Expert Asset Management Guidance and Solutions

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