Steptrade Capital – Portfolio Management Services (PMS)

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.

Strategies

2

Investment Strategies & Performance

Alternative Investment Funds (AIF)

Steptrade Capital Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Revolution Fund 1

SME & Micro Cap -7.33% May 2024

Chanakya Opportunities Fund

SME 7.47% Jul 2023

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

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.

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.

Interested in Steptrade Capital?

Get in touch with our investment advisors to learn more about Steptrade Capital's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: IN/AIF3/23-24/1330

Registered Office: 3rd Floor, Barcelona House, Next to Saavi Hospital, Prahladnagar, Ahmedabad - 380015

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)