How It Works
Shepherd's Hill Financial Advisors LLP., a Securities and Exchange Board of India-certified portfolio manager (Registration No.: INP000004748), has appointed Kotak Mahindra Bank Limited as custodian for its portfolio management service (PMS) clients. The
following steps are necessary
for opening your PMS account.
Understand 64 Squares:
Review this website, read about our thought process, ask us questions, and invest with us only if our service fits with your way of thinking.
Understand our fee structure:
0% fixed fee, 6% cumulative compounding hurdle rate, 22% performance fee, early withdrawal fee if applicable. Please read our disclosure document for details on fees and calculation examples.
Fill out the form to the left. Within 24 hours, we will dispatch a document package to you and an email with the electronic application form for signature.
Sign the PMS application.
Signed originals of PMS and custodian applications. 2 self-attested (self-signed) copies each of PAN card and address proof. 3 photos. Your nominee's self-attested PAN card copy and address proof.
Your account will be ready within two weeks of receipt of all documents, and your long-term investment programme can begin as soon as the funds are transferred. You will receive regular quarterly reports about your investment.