Shepherd's Hill Financial Advisors LLP – Portfolio Management Services (PMS)

Shepherd’s Hill is an India-based investment advisor and asset manager. Our 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 offer Portfolio Management Services (PMS) and an Alternative Investment Fund (AIF) – Category III pooled vehicle.

AUM (₹ Cr)

118.21

Clients

76

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Shepherd's Hill Financial Advisors LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Value Magno Multi Cap & Flexi Cap 9.83% 31.05% 25.55% Jul 2015

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Shepherd's Hill Financial Advisors LLP Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Shepherd's Hill Private Investment Fund

Multi Cap & Flexi Cap 4.79% 12.32% 24.79% Apr 2019

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Rishi Gupta

Fund Manager

A Stanford University alumnus and former private equity professional with more than 15 years of experience in the capital markets, Rishi founded Shepherd’s Hill on the belief that the teachings of Graham, Buffett and Munger could be profitably applied in India.

Interested in Shepherd's Hill Financial Advisors LLP?

Get in touch with our investment advisors to learn more about Shepherd's Hill Financial Advisors LLP's portfolio management services and how they align with your investment goals.

Regulatory Information

Registered Office: Address - B-5, STC Co.Op. Housing Society, N.S. Phadke Marg, Andheri East, Mumbai - 400069

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)