Shepherd’s Hill provides investors around the country with a seamless option to take part in the economic growth of India. Equity investment is becoming a more and more important part of your overall wealth planning. You need an experienced and aligned fund manager to navigate through the many risks and complexities of investing your hard-earned money.
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).
A discretionary PMS gives full discretion to the PMS manager to deploy your funds in the manner it sees fit. Once the PMS agreement is signed, the PMS fund manager will have the final call on investments and the client may have limited to no influence on portfolio management.
Mr. Rishi Gupta is the fund manager. He has more than 15 years of experience in the capital markets. He is a graduate of Stanford University and was a private equity professional. He has been professionally investing in the Indian stock market since 2010. He has experience interacting and working with top management at the CXO and board of director levels and is a good judge of managerial character and competence. He has international experience and can assess global market factors affecting a company’s business. He is personally involved in the detailed quantitative and qualitative research that goes into an investment decision. He personally reviews the portfolio to make sure it is correctly positioned and balanced.
B5, STC Society, NS Phadke Marg, Andheri (E), Mumbai 400069.
1, Goldfield Plaza, Sassoon Road, Pune 411001.