Steptrade Share Services was founded
StepTrade Share Services: A trusted partner for diversified SME and microcap investments since 1993.
Steptrade: A Trusted Partner for SME Investments
StepTrade Share Services, a trailblazer in the financial services industry since 1993, has garnered a stellar reputation for providing diversified investment opportunities in the SME and microcap sector
StepTrade is a trusted investment platform that empowers Indians, NRIs and foreign investors to benefit from a well-defined investment strategy. We specialize in investing in both listed and private equity spaces of SME companies, actively unlocking the potential of the SME exchange in India across primary and secondary markets. With a sector-agnostic approach, we carefully identify and invest in the most promising opportunities to achieve our investment goals. At StepTrade, we offer a comprehensive range of investment solutions meticulously tailored to meet the evolving needs of discerning investors.
Our AIF & PMS-SME Funds aim to expertly organize, manage, and divest investments in Portfolio Entities in accordance with regulations. Our team is led by Ms. Kresha Gupta, Founder and Fund Manager, who is a distinguished Associate Member of The Institute of Chartered Accountants of India.
Our team consists of highly skilled professionals, including CS, CA, MBA, CFA holders, lawyers, and others, who bring a diverse range of expertise and experience to our organization. We take pride in being acknowledged as one of the fastest-growing industry advisory service groups in the country. Our dedication lies in providing comprehensive financial advisory services to our clients.
Journey of Steptrade
StepTrade's journey serves as an inspiration to all who dare to dream. It exemplifies the power of perseverance, the significance of a clear vision, and the transformative impact of turning dreams into reality.
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Nov 1993
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Aug 2022
Established a Fund Management Division
StepTrade expands its reach by establishing a dedicated Fund Management Division in August 2022. -
Jul 2023
Launched 1st CAT-II AIF Fund, Chanakya Opportunities Fund
StepTrade Launched 1st CAT-II AIF Fund in Jul 2023. -
Sep 2023
Launched CAT-III AIF Fund, StepTrade Revolution Fund
StepTrade Launched Launched CAT-III AIF Fund, StepTrade Revolution Fund in Sep 2023. -
Oct 2023
Launched CAT-I (Special Situation Fund) AIF Fund, StepTrade Opportunities Fund
StepTrade Launched CAT-I (Special Situation Fund) AIF Fund, StepTrade Opportunities Fund
We Care About
Your Financial Growth
Our Vision
Our vision is to lead the industry by delivering exceptional service quality and maintaining an unwavering commitment to our country. We aim to exceed our customers' expectation by setting a high standard for service excellence and capability. Our goal is to become the preferred financial services provider for our customers, employees, and stakeholders, recognized for our innovation and ethical standards.
Our Mission
To establish a pioneering financial institution that operates nationwide, dedicated to advancing financial inclusivity and propelling the economic growth of our nation.
Our Values
Our organization is built on a foundation of core values that guide our every action and decision. These values are Service, Integrity, Innovation, Excellence, Respect, Performance, Governance, and Accountability. We are committed to upholding these values in all aspects of our operations, and they are central to our identity as a responsible and trusted financial institution.
