Complimentary portfolio review

Shepherd’s Hill is an India-based investment adviser 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.

We focus mainly on equity or stocks for the long term. If you have questions about short term or debt instruments, you may ask but it is not our specialty.

Ask For a Review of Your Equity Portfolio

Instructions

1) Please fill out your contact details.

2) You may type or paste your equity portfolio details.

AND/OR

2) You may upload a file with your portfolio details.

3) Select a date/time of your convenience to discuss your portfolio.

Why Shepherd's Hill?

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.

SEBI Registered

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

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.

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.

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.

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.

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