Shepherd’s Hill Capital Advisors
NRI fit
From 5 reviewsA green check means at least one verified reviewer has tagged it. We never check these by default.
Handles cross-border tax cases
DTAA, FBAR/FATCA, US/UK return interplay
Not yet evidenced by a reviewer.
Available across time zones
Picks up calls/emails outside IST business hours
Not yet evidenced by a reviewer.
Comfortable with remote onboarding
Video KYC, e-sign, document collection without an India visit
Not yet evidenced by a reviewer.
FEMA / RBI / repatriation
NRO-NRE, repatriation paperwork, 15CA/15CB
Not yet evidenced by a reviewer.
What reviewers consistently say
Aggregated from 5 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
About this firm
Shepherd’s Hill Capital Advisors is a SEBI-registered investment advisor focusing on long-term, equity-oriented investments. They cater to both Indian and Non-Resident Indian (NRI) clients, aiming to build diversified portfolios rooted in fundamental company analysis.
Questions answered publicly
No public questions answered yet. Be the first to ask — answers help the next NRI evaluating this firm.
Compare with the top 3 SEBI Registered Investment Advisor in Pune
See full leaderboard →All reviews (5)
Parvez Merchant
Banking professional
Recommended by a colleague and now I get it. They actually read the fine print and flagged a deduction I would've missed.
Transparent fees0 netGayathri Venkat
Based in London
Used them for the second year running. Fee-only advisory and the turnaround is consistent.
Fee-only advisory0 netFarhan Qureshi
NRI in California
They walked me through every form and explained the why, not just the what. Direct mutual funds.
Direct mutual fundsLong-term focus0 netShyamal Das
Living in Singapore
Have been with them for two years now. PFIC-aware. No upselling, no nonsense.
PFIC-awareFiduciary0 netNirupama Reddy
Working in Dubai
Decent firm. The senior partner was excellent on Long-term focus; the junior staff sometimes needed prompting but nothing major.
Long-term focusDirect mutual funds0 net
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