PMS for PFs and Special Mandates
ENAM India Equity
GOI MANDATE
Q India Value Equity Strategy - Constrained V
ICICI Prudential PMS Contra Strategy
CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −2.9% | −5.6% | +2.6% |
| 3 Months | −0.8% | −3.6% | +2.8% |
| 6 Months | +10.1% | +8.1% | +2.0% |
| 1 Year | +5.1% | −2.3% | +7.4% |
|---|
| 2 Years | +6.4% | −3.9% | +10.3% |
|---|
| 3 Years (CAGR) | +14.5% | +9.2% | +5.3% |
|---|
| 4 Years (CAGR) | +25.2% | +11.2% | +14.0% |
|---|
| 5 Years (CAGR) | +15.8% | +8.9% | +6.9% |
|---|
| Since launch | +16.1% | +11.7% | +4.4% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 66-month window · Source: Computed from NAV history
Maximum drawdown: 16.8%
Shepherds Hill Financial Advisors’s story and investment philosophy are on the Shepherds Hill Financial Advisors firm page.
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 No
INP000004748
Inflow
₹1.70 Cr
Outflow
₹0.12 Cr
Net
₹1.58 Cr
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss Value Magno — share your research, ask questions, or compare notes with other investors.