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Shepherds Hill PMS or Portfolio Management Services is a well-known service offered to its clients, and they specialize in it.

The PMS provided by the company is incomparable to that of the others in the business. It is designed and guided by top-class professionals who look after every aspect of it.

Here you will be able to gather detailed knowledge about Shepherds Hill Portfolio Management Services in terms of its strategies, commission charges, and yearly returns.

Below the details of their services are stated. Go through them carefully so that you do not miss out on any detail.

PMS Offer

Shepherds Hill PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Shepherds Hill Portfolio Management Services –

Returns Performance4.2 / 5
Services4.1 / 5
Charges3.3 / 5
Experience3.9 / 5
Strategies4.0 / 5
Client Support3.8 / 5
Overall Ratings3.8 / 5
Star Ratings★★★★★

Overview of Shepherds Hill Portfolio Management Services

Find a detailed overview of the Shepherds Hill portfolio management service in the table given below-

Company TypeLLP
Registered LocationMumbai, Maharashtra
LeadershipRohan Ghotge
Yr. of Establishment2011

The broking house Shepherds Hill PMS is an LLP firm in Mumbai, Maharashtra. It was established in 2011 and had been serving its clients uninterruptedly since its inception. The firm has got a huge number of clients who clutch on to this firm because of its remarkable services.

Mr. Rohan Ghotge is the man behind the foundation of this company. Shepherds Hill is headquartered in Mumbai and has been in the business for the past eight years.

Now, we will discuss Shepherds Hill portfolio management service company review, its PMS returns, PMS charges and more.

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    Types of Shepherds Hill PMS

    There are 2 types of Shepherds Hill Portfolio Management Services –

    Types of PMS

    Shepherds Hill offers two types of PMS to its clients. The first is Discretionary and the second is Non-Discretionary.

    Most of the clients prefer going by the Former category, but there are still some who opt for the latter.

    The Discretionary service is supervised by highly qualified Fund Managers appointed by the company.

    Shepherds Hill PMS Fund Managers Details

    The table given below is providing the entire details about the fund manager of Shepherds Hill PMS company.

    Fund Manager’s Details
    NameRishi Gupta
    Experience11+ Years
    Highest QualificationMBA
    AUM (in Cr.)38 Cr.
    Number of Clients78
    Investment Tenure4 yrs

    The broking house has a bunch of talented Fund Managers who have made a mark with their brilliant performances.

    But Mr. Rishi Gupta has gathered more acclamation due to his expertise and a higher rate of success. He has been working in this field for more than a decade now and has an MBA degree to his name.

    Mr. Rishi Gupta is currently managing the profiles of 78 clients and has 38 crores of AUM. The clients have to follow minimum investment tenure of 4 years.

    Know Fund Managers of Other Portfolio Management Service Companies

    Shepherds Hill PMS Strategies

    The below table is providing details about the Shepherds Hill portfolio management service strategies-

    Shepherd’s Hill – Value MagnoFlexiCap

    Shepherds Hill has got three different PMS strategies. These are namely Large Cap strategies, Diversified strategies, and Small – Midcap strategies. It is up to the clients to choose their convenient strategy plan.

    Shepherd’s Hill – Value Magno

    Shepherd’s Hill provides discretionary Portfolio Management Services to customers and offers a variety of options in its services.

    Value Magno is a long-term portfolio variable of the entity, which largely invests in equity-focused securities. This is a balanced portfolio offering protection of capital, long-term time horizon, and strong interest alignment.

    With the Bottom-up approach, they aim to deliver incredible results in the long run.

    The company puts the maximum amount of importance on its Large Cap stocks as they are subjected to less market risk and yield a good amount of return. This theory of theirs is justified by the following:

    • They gradually advance with their investment plans to those stocks that are sure to give a sure return
    • The company emphasizes more on those stocks that have got a prospective future
    • They only choose those stocks that fit into the criteria of their research

    Shepherds Hill PMS Returns / Performance

    The below table is giving details about Shepherds Hill PMS returns and performance-

    StrategyShepherd’s Hill – Value Magno
    Return (CAGR)1M-3.56%
    Since Inception11.30%
    Inception YearJul 2015

    You can get a clear idea about their rate of success in terms of return from the above table. The rate of returns is high, and they clearly show better statistics for all other banks.

    The banks give a lesser amount of return on investment for 3, 5, 7, 10, and 11 years, respectively.

    Know the Returns of other PMS Brands

    Shepherds Hill PMS Investment Plans

    The given table is providing details about the Shepherds Hill portfolio management service investment plans.

    Investment Plans
    Bronze (25L – 50L)Yes
    Silver (50L – 1 Cr.)Yes
    Gold (1 Cr. – 5 Cr.)Yes
    Platinum (5 Cr. Plus)Yes

    From the above table, you can surely see the various investment schemes offered by the company. But you will have to go with the minimum investment of 25L, no matter whichever broking house you choose.

    The Bronze plan offered by the company has a range of 25 to 50 Lakhs, the Silver plan is between 50 Lakhs and 1 Crore, 1 Crore to 5 Crore is the range for the Gold plan and beyond 5 Crore is that for the Platinum plan.

    The higher the amount you invest, the less you need to pay the brokerage fee.

    Shepherds Hill PMS Fee Structure or Commission Slabs

    Find the details about the types of commission models or fees structure offered by Shepherds Hill PMS house as follows-

    Commission / Fees Structure
    Prepaid CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

    Shepherds Hill offers 3 commission slabs; they are Prepaid, Volume %, and Profit Sharing %. You should learn about them in detail before making a choice.

    Shepherds Hill PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.35% of Investment
    Investment – 50L – 1 Cr.1.20% of Investment
    Investment – 1 Cr. – 5 Cr.1.00% of Investment
    Investment – 5 Cr. Plus0.80% of Investment

    The prepaid commission is the term used for the amount of money that needs to be paid to the company in advance. This commission fee is much less in comparison to the general brokerage charges.

    For investments between 25 lakh to 50 lakh, the commission fee charged is 1.35% of the total amount of investment. For 50 lakh to 1 crore the fee is 1.20%, for one crore to 5 crores it is 1%, and above five crores you will be charged 0.8% of the total amount invested.

    Shepherds Hill PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.110% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.105% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.095% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.080% of the Total Transaction Volume

    In this module, the commission fee is solely based on the number or the volume of transactions done by the respective fund manager. You can understand it better from the above table.

    As the policy of the company states, when the volume of the transaction amount is between 25 lakh and 50 lakh, the commission fee will be 0.11% of the total transaction volume.

    When it ranges between 50 lakh and one crore, the charge is 0.105% of the total volume, between 1 crore and 5 crores it is 0.095%, and for more than five crores, the fee is 0.08% of the total transaction volume.

    Shepherds Hill PMS Profit Sharing% Commission

    The table given below is showing details about profit sharing% commission model-

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L22.0% of Profit
    Profit Amount – 5L – 10L20.0% of Profit
    Profit Amount – 10L – 50L17.5% of Profit
    Profit Amount – 50L Plus15.0% of Profit

    In this module, you can witness the percentage of commission is relatively on the higher side, but it is subjected to a lesser amount of risk.

    The above table displays that for a profit between 2.5 and 5 lakhs, the commission charged will be 22% of the profit earned, for 5 to 10 lakhs 20% will be charged, for 10-50 lakhs, 17.5% and an amount over 50 lakhs, 15% of the profit will be charged as commission.

    Know Charges models of other Portfolio Management Service Providers

    Shepherds Hill PMS Charges

    The below-given table is giving information about Shepherds Hill Portfolio Management Service Charges-

    Management FeesAs per the commission model
    Upfront Fees0.55% – 0.72% of Asset Value
    Brokerage Charges0.005% – 0.018% of Total Transaction Value
    Custodian Charges0.18% – 0.31% of Asset Value
    Depository Charges0.14% – 0.35% of Asset Value
    Exit Load – within 12 months0.65% – 1.01% of Withdrawal Value
    Exit Load – post 12 monthsFree

    From the above table, you can easily make out that the upfront fee charged by the company is between 0.55% and 0.72% of the asset value.

    The brokerage fee is between 0.005% and 0.018% of the total value of the transaction. The company charges 0.65% to 1.01% of withdrawal value on exit load within a year and nothing on exit load after 12 months.

    Shepherds Hill PMS Benefits

    Find the details about Shepherds Hill PMS advantages in the table given below-

    Benefits / Advantages
    Top-up FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes
    • The company maintains a robust website which assists the clients and brokers to get in terms with their regular progress report
    • The clients get to know about their transaction details through the email and SMS services of the company
    • They provide top-up facilities and back-office reports
    • The company provides the perfect solution for PMS with the help of guidance from the fund managers

    Shepherds Hill PMS Customer Care

    The table given below is showing a detailed view of Shepherds Hill PMS Customer Care.

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 6 to 9 Times a month
    Issue Resolving TAT25 working days

    Shepherds Hill offers all types of services to their clients that can help them immensely. The company assists over phone calls and emails.

    Shepherds Hill PMS Conclusion

    The company is one of the most well-renowned firms in the country that serves a large number of clients. If you are in search of a firm that can manage your profile effectively, then no need to look beyond this firm.

    They will win your heart with a brilliant performance.

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