Shepherds Hill PMS – Review, Strategies, Returns, Charges & more

Shepherds Hill PMS or Portfolio Management Services is 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 the top-class professionals who look after each and 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 – Customer Ratings & Review

Find Client ratings of Shepherds Hill Portfolio Management Services –

Ratings
Returns Performance 4.2 / 5
Services 4.1 / 5
Charges 3.3 / 5
Experience 3.9 / 5
Strategies 4.0 / 5
Client Support 3.8 / 5
Overall Ratings 3.8 / 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-

Overview
Company Type LLP
Registered Location Mumbai, Maharashtra
Leadership Rohan Ghotge
Yr. of Establishment 2011

The broking house Shepherds Hill PMS is an LLP firm of 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 have a discussion about 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
Discretionary Yes
Non-Discretionary Yes

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 opts 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
Name Rishi Gupta
Experience 10+ Years
Highest Qualification MBA
AUM (in Cr.) 38 Cr.
Number of Clients 78
Investment Tenure 3yrs

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 3 years.


Know Fund Managers of Other Portfolio Management Service Companies

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Shepherds Hill PMS Strategies

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

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

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

The company puts the maximum amount of importance to 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 hose 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-

Returns (CAGR)
3 Year 10.3%
5 Year 7.7%
7 Year 8.2%
10 Year 7.8%
11 Year Plus 9.8%

You can get a clear idea about their rate of success in terms of return from the above table. The rate of returns is really 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 Returns of other PMS Brands

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Shepherds Hill PMS Investment Plans

Below 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 as 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 are as follows-

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

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


Shepherds Hill PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.35% of Investment
Investment  – 50L – 1 Cr. 1.20% of Investment
Investment – 1 Cr. – 5 Cr. 1.00% of Investment
Investment – 5 Cr. Plus 0.80% 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 investment 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 – 50L 0.110% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.105% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.095% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.080% of 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 – 5L 22.0% of Profit
Profit Amount – 5L – 10L 20.0% of Profit
Profit Amount – 10L – 50L 17.5% of Profit
Profit Amount – 50L Plus 15.0% 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 for an amount over 50 lakhs, 15% of the profit will be charged as commission.


Know Charges models of other Portfolio Management Service Providers

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Ventura Securities PMS Wealth Managers PMS Zenmoney PMS

Shepherds Hill PMS Charges

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

Charges
Management Fees As per commission model
Upfront Fees 0.55% – 0.72% of Asset Value
Brokerage Charges 0.005% – 0.018% of Total Transaction Value
Custodian Charges 0.18% – 0.31% of Asset Value
Depository Charges 0.14% – 0.35% of Asset Value
Exit Load – within 12 months 0.65% – 1.01% of Withdrawal Value
Exit Load – post 12 months Free

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 Facility Yes
Back office Reports Yes
Email Update Yes
SMS Update Yes
Watsapp Update No
Portfolio View Yes
Detailed View Yes
Flexible Commission Model Yes
Flexible Investment Plans Yes
Massive Experience Yes
  • 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 facility and back office reports
  • The company provides the perfect solution for PMS with the help of the 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 Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
Relationship Manager Support Yes
Call to Fund Manager Yes – 6 to 9 Times a month
Issue Resolving TAT 25 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 well-renowned firms of 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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