Frequently Asked Questions
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What is a Feeder Fund?
A Feeder Fund provides an offshore vehicle for investing in India, making the process simpler for investors.
A Feeder Fund is a fund in an offshore jurisdiction that provides a vehicle for investors to invest in India. This is generally less cumbersome for the investor.
Do foreign investors need a PAN card in India?
Foreign investors investing directly in India require a PAN for tax and compliance.
Yes, foreign investors who invest directly in India must obtain a Permanent Account Number (PAN) for taxation and compliance purpose.
What are the investment options available for HNIs?
HNIs can access exclusive investment options like PMS and AIFs.
HNIs have access to exclusive investment opportunities, including:
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIFs)
What is a PMS?
PMS is a SEBI-regulated investment service where a manager manages your bank and demat account through various investment strategies.
A PMS, or Portfolio Management Service, is a service which you can use to save and invest money. PMSes can be of many types and have many strategies. Typically, a PMS manager will manage a bank and demat account for our Non-Resident Indian (NRI) investors (in your name) through which you will be able to invest funds. PMSes are regulated entities and must have a license from the Securities and Exchange Board of India (SEBI).
Who is the Fund Manager of Shepherd's Hill PMS?
Rishi Gupta, a Stanford graduate with 20+ years of experience, has invested in India since 2008 and personally oversees research and PMS portfolio management.
Mr. Rishi Gupta is the Fund Manager with over 20 years of capital market experience. A Stanford University graduate and former private equity professional, he has been investing in India since 2008. He has extensive experience working with CXOs and boards, assessing managerial competence, and analysing global market factors. He is personally involved in detailed research and regularly reviews the PMS portfolio to ensure proper positioning and balance.
