PMS (Portfolio Management Service) For Indian Investors

Shepherd's Hill offers "64 Squares", a smart, long-term, wealth-compounding portfolio management strategy.

• PMS is an alternative to mutual funds for the knowledgeable and educated investor. PMS companies, like mutual funds, are regulated by SEBI.
• We invest for you in marketable securities (stocks, bonds, etc.) with the goal of growing your assets at a rate which is materially above average without using high levels of debt or risk.
• We put ourselves in your boat by charging performance fees only. Unlike most other managers or funds, we do not charge an annual flat management fee. We earn only when you earn.
• For the private investor, PMS is a superior alternative to mutual funds due to greater flexibility for the fund manager and a larger opportunity set in the market.
• We require a minimum investment of Rs. 50 lakhs and a soft commitment of five years for each tranche of investment.
• 64 Squares is most suitable for the conservative, long-term saver who may be saving for retirement, children's education or future family needs.
• We strongly discourage short-term traders and stock market punters from applying for our service, as our short-term results may be volatile.
• All investments in the securities markets which are held for more than one year enjoy preferential tax rates.