Let Us Streamline Your Investments
Get Personalized Portfolio Management Service
At Steptrade Share Services Pvt. Ltd., we offer customized portfolio management designed to achieve your financial goals. Our expert fund managers focus on high-growth SMEs across various sectors and ensure your investments are diversified and strategically managed. We combine in-depth research with effective risk management to maximize your returns on investment and protect your wealth.
Investment Strategy We Follow for Your Goals
| Steptrade SME Fund | |
|---|---|
| Investment Objective | Targets high-growth, undervalued SME companies with market capitalizations between ₹100 crore and ₹1000 crore. Focuses on companies undergoing a transformative phase, placed for growth and potential migration to the main board. |
| Basis of Stock Selection |
|
| Descriptions of Securities Type | Investments to listed in SME exchange companies, mainly companies with market caps between ₹100 crore and ₹1000 crore, especially ones in the inflection zone. |
| Allocation | Companies with strong fundamentals and clear growth visibility that aim for a 2x-3x increase in value over the medium-to-long-term horizon. |
| Steptrade Rising Star Fund | |
|---|---|
| Investment Objective | Focuses on generating superior alpha by investing in small and micro-cap companies with market capitalizations between ₹500 crore and ₹5,000 crore. Targets companies with high growth potential, with a strategy of active portfolio management to maximize your returns. |
| Basis of Stock Selection |
|
| Descriptions of Securities Type | Investment in small and micro-cap companies, listed on the exchange for over two years, and have high growth potential with market caps from ₹500 crore to ₹5,000 crore. |
| Allocation | Investments target companies with strong growth potential and undervaluation, offering higher return opportunities compared to larger, established companies. |
Capitalize on India’s SME Market with Our PMS Objective
Access India's thriving SME and microcap market for highly profitable investment opportunities.
Benefit from flexible, open-ended investment strategies specific to your investment goals.
Gain robust returns through expert management of nation-wide small and microcap listed equities.
Contribute to India's economic growth by investing in its dynamic and expanding SME and microcap sectors.
Investment Philosophy We Believe for Your Growth
Our investment philosophy is driven by two core principles: preserving your capital and generating the returns you aim for. Our Portfolio Managers focus on protecting your investments against market downturns while ensuring constant, profitable growth. We prioritize steady gains, minimize market risks, and ensure your portfolio outperforms benchmarks over time.
Investment Process We Implement for Your Gains
Financial Screening
We use advanced financial screeners to identify companies that match your investment goals, including profitability, growth potential, and valuation.
Corporate Governance Assessment
We invest in companies that align with your interests by evaluating their management practices, ethical standards, and board of directors' effectiveness.
Detailed Checklist
We perform a detailed checklist, including industry analysis, competitive landscape, management quality, and risk assessment of each company to ensure a solid investment foundation.
Risk-Reward Evaluation
We assess the potential upside and downside of your investment to ensure it aligns with your desired risk profile and long-term goals.
Ongoing Monitoring
We track our investment choices through detailed meeting notes by measuring developments and the accuracy of our estimates over time.
Industry Insights
We attend conferences and analyst meetings, gathering insights from market experts to stay ahead of economic trends and refine our strategies for your benefit.
Investor Presentations Review
We critically analyze investor presentations to assess management capabilities and business outlook and ensure transparency and strategic alignment with your expectations.
Investment Benefits You Receive
Sectorial Diversification for a Balanced Growth Approach.
Capturing Undervalued Companies with High-Growth Potential.
Effective Risk Management Strategies to Protect Your Investments.
Generating High Returns Through SME Exchanges.
Why Choose Steptrade?
Choose our expert Portfolio Management Team to experience reliable expertise, ethical practices, and exceptional results in SME and microcap investments.
Diversified Portfolio in SME and Microcap
Steptrade In Numbers
100+
years of Team Experience
100+ SMEs
Investments
300+
Crore Capital Managed
50+
Anchor Investments
22+
Pre-IPO Investments
Trusted by those who matter – our clients!
Steptrade has transformed my investment portfolio with its tailored strategies. The returns have exceeded my expectations, and their team’s expertise is unmatched!
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Still Have Questions?
We’re Here to Help.
1What is Portfolio Management Services (PMS)?
PMS is a professional service provided by individuals or institutions manage your investments in stocks, bonds, and other assets as per your specific financial goals, offering you direct ownership of individual securities.
2What are the types of PMS?
There are three types of PMS: Discretionary in which the portfolio manager makes all investment decisions including strategy and final call, Non-discretionary on which the portfolio manager provides strategy, but as an investor you make the final decisions, and Advisory in which the portfolio manager only provides advice while you manage your portfolio.
3How are PMS investments taxed?
PMS investments are taxed like direct capital market investments.
4Are there risks in PMS investments?
Yes, like all investments, PMS carries risks, including potential loss of principal.
5What is the time horizon and lock-in period for PMS?
An ideal investment horizon is 24-36 months, with potential exit fees if you withdraw early.
6What is the minimum investment for PMS?
As per SEBI guidelines, the minimum investment size for PMS is ₹50 Lakhs.