StepTrade Share Services Pvt Ltd

StepTrade Share Services Pvt Ltd

AUM (Cr.)

-

No. of Clients

-

No. of Investment Approach

1

As On

Since 1993, StepTrade has been India's trusted partner for unlocking exceptional returns in the thriving SME and microcap space. We're not just financial advisors; we're your guide to unearthing hidden growth potential in promising companies across diverse sectors. As a trusted privately pooled investment vehicle, StepTrade empowers Indian and NRI investors to reap the benefits of a well-defined investment policy. Our focus lies in investing in unlisted securities of SME and Microcap or securities of SME and Microcap that are listed or slated for listing on an exchange. We maintain a sector-agnostic approach, meticulously identifying and investing in the most promising opportunities to achieve our investment objective. Our AIF/PMS Funds objective is to meticulously arrange, manage, and dispose of investments in Portfolio Entities in accordance with the Regulations. Our esteemed team of professionals is spearheaded by our Group Founder, Miss Kresha Gupta, a distinguished Associate Member of The Institute of Chartered Accountants of India. StepTrade offers a comprehensive suite of investment solutions meticulously tailored to meet the evolving needs of discerning investors. Our team of seasoned professionals, including chartered accountants, CAs, CFAs, MBAs, and legal experts, brings a wealth of experience and expertise to the table. Led by Miss Kresha Gupta, a distinguished Associate Member of The Institute of Chartered Accountants of India, we are committed to excellence and delivering exceptional results.

AIF Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Chanakya Opportunities Fund
 CAT II - SME 56.00% NA NA NA Jun 2023

* All performance above are as on 31st March  2024  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr Ankush Kumar Jain

Mr Ankush Kumar Jain

Fund Manager

Ankush Kumar Jain is a seasoned financial professional with a strong background in investment management. As a Chartered Financial Analyst (CFA) and member of the Institute of Chartered Financial Analysts of India (ICFAI), he brings a wealth of expertise to his role as Fund Manager at ACE Shares Private Ltd, which he joined in 2022.Prior to his current position, Ankush worked at Edelweiss Wealth Management in Ahmedabad as part of the Investment Advisory division, where he focused on the Structured Product and AIF segments. He began his career in 2007 as a Research Analyst at Raghunandan Securities, where he honed his skills in commodities and currencies. With 12 years of experience in the Indian equity markets, Ankush has developed a deep understanding of fundamental, technical, and derivative strategies.Ankush holds a B.Com degree from St. John’s College, Agra University, which he earned in 2007. He is also a SEBI Registered Investment Advisor (Registration No. INA000012041), having obtained his registration in November 2018. Ankush's expertise and experience make him a valuable asset to the ACE Shares team, where he leverages his extensive knowledge to help clients achieve their investment goals.

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Ms Kresha Gupta

Ms Kresha Gupta

Fund Manager

Kresha Gupta is a highly qualified and experienced Chartered Accountant (CA) and a member of the Institute of Chartered Accountants of India (ICAI). She has a distinguished academic record and has gained significant expertise in the field through her management and consulting experience.Kresha's extensive experience spans across both corporate and consulting roles in Finance, Accounts, MIS, Tax Advisory, Investor Relations, Treasury, and other areas. Prior to founding Gupta KK & Associates, Kresha worked with Vodafone Idea Limited, where she held the position of Assistant General Manager and was responsible for Investor Relations and Treasury, reporting directly to the Chief Financial Officer.At Gupta KK & Associates, Kresha spearheads an integrated one-stop service firm that offers end-to-end solutions in Equity & Debt Management, Fund Raising, and other related areas. With her deep understanding of equity and debt instruments, Kresha manages a diversified portfolio of equities and other debt instruments for her clients.

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AMC Registered Address

3rd Floor, Barcelona House, Next to Saavi Hospital, Prahladnagar, Ahmedabad - 380015
SEBI Reg No : NA

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Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.