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

Shepherd's Hill is a SEBI-registered investment advisor and asset manager based in India. We provide Indian and international investors with a framework to pursue enhanced long-term wealth accumulation. Our service offerings include Portfolio Management Services (PMS) and a Category III Alternative Investment Fund (AIF).

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

Drawing upon over 15 years of capital markets expertise, including a background in private equity and an alma mater of Stanford University, the founder established Shepherd’s Hill with the conviction that the investment philosophies of Graham, Buffett, and Munger are directly applicable and can yield profitable outcomes within the Indian market.

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Regulatory Information

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

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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