Shepherd'S Hill Private Investment Trust — Shepherds Hill Financial Advisors | Wisefolio

Shepherd'S Hill Private Investment Trust

Cat III · Managed by Shepherds Hill Financial Advisors

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Shepherd’s Hill Financial Advisors LLP is an India-based SEBI-registered portfolio manager offering Portfolio Management Services (PMS) and alternative investment strategies. The firm focuses on delivering long-term superior returns through a partner-aligned, performance-linked model. It follows a market-cap agnostic approach and emphasizes disciplined value investing and capital protection.

Investment philosophy

Shepherd’s Hill follows a long-term, equity-focused value investment philosophy. The firm seeks fundamentally strong companies with intrinsic value that may be mispriced in the short term. It emphasizes deep bottom-up research, capital preservation, and alignment of interests through performance-linked fee structures.

Team4

Rishi Gupta

Managing Partner

He has more than 20 years of experience in the capital markets. He is a graduate of Stanford University and was a private equity professional. He has been professionally investing in India since 2008.

Rohan Ghotge

Founding Partner

Rohan Ghotge is a Founding Partner with over a decade of corporate experience, including roles at Tata Chemicals and ICICI Bank. His background in family business adds practical investment insights.

Ashutosh Ghanekar

Partner

Ashutosh Ghanekar is a Chartered Accountant with more than 25 years of international investment banking experience, bringing strategic and advisory expertise to the firm.

Nikunj Dalmia

Partner

Nikunj Dalmia serves as a Partner and Senior Adviser and brings extensive experience in financial markets and economic policy.

Registration

SEBI registration

SEBI-registered

SEBI registration no.IN/AIF3/18-19/0626

RegisteredDec 2018 (7 years ago)

Valid untilPerpetual

AddressB5 STC Society NS Phadke Marg, Andheri East, Mumbai, Maharashtra, 400069

Investment manager

Shepherds Hill Financial Advisors

Insights

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Disclaimer

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