Our culture begins with you

Our Valued Investors

Specializing in diversified opportunities within the SME and microcap sector, we are committed to a transparent, collaborative, and tailored approach. Your success is not just a transaction; it's the core of our thriving culture.

Together, we are stronger

Our collaborative approach to investing emphasizes open communication and shared insights. We believe in working hand-in-hand with our clients, whether exploring opportunities in SMEs and microcaps or crafting personalized financial strategies. Beyond transactions, we build enduring partnerships, ensuring your goals are the focus of our joint efforts.

Message From Directors

Kresha Gupta

Chartered Accountant (CA)

I emphasize a culture of financial prudence and meticulous oversight. Our dedication to transparency and integrity is paramount, ensuring that your investments are handled with the utmost care. We believe in fostering a culture of trust and accountability, creating an environment where your financial goals can thrive. StepTrade is not just an investment platform; it's a community built on values that prioritize your success.

Ankush Kumar Jain

Chartered Financial Analyst (CFA)

We are committed to excellence, driven by a culture of continuous learning and adaptability. Staying ahead of market trends, we utilize cutting-edge analysis to maximize your investment potential. StepTrade embodies a culture of innovation and forward-thinking, where your financial objectives are at the heart of our strategies. Together, let's navigate the dynamic world of investments and build a future of shared success.

Our highly-skilled experts

Rohit Kulkarni

National Head

Dhaval Barot

Chief Business Officer

Yash Bhanushali

Fund Manager, PMS

Rahul Brahmkshatriya

Senior Research Analyst

Sumit Poddar

Advisory Board Member

Mohit Kapoor

Advisory Board Member

Our purpose

Driving positive, lasting financial change that echoes for generations to come.

What our team says about our culture

"StepTrade is dedicated to providing a work environment that nurtures growth, encourages open communication, and supports the well-being of every employee."

Sonali Dama

"Team members are always willing to lend a hand, share knowledge, and collaborate on projects. This spirit of teamwork makes tackling challenges and achieving goals a collective effort, resulting in a highly motivated and cohesive team."

Drishty Ravani

"StepTrade is dedicated to the well-being and success of its employees, recognizing that their growth and satisfaction are integral to the organization's overall success."

Imran Memon

"Being a part of StepTrade has been an enriching experience. The company fosters collaboration and growth, with a strong emphasis on innovation and client satisfaction that is truly inspiring."

Krishna Choksi

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Disclaimer PMS

Disclaimer PMS:

Steptrade Share Services Private Limited ("Steptrade") (formerly known as Ace Share Services Pvt Ltd) is registered with SEBI with reg No. INP000008598 as Portfolio Manager under SEBI (Portfolio Managers) Regulations, 1993. This Document is for information purpose only. The views constitute only the opinions and do not constitute any guidelines or recommendation on any course of action to be followed by the readers. The performance related information is not verified by SEBI. This document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate and opinions given are fair and reasonable. Recipients of this information should rely on information/data arising out of their own investigations. Prospective investors are advised to review the Disclosure Document, Client Agreement, and other related documents carefully before investing and consult their legal, tax and financial advisors to determine possible legal, tax and financial or any other consequences of investing under this Portfolio.

None of the Portfolio Manager, its Holding Company, associate concerns or affiliates or their respective directors, employees or representatives shall be liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way from the information contained in this material. Stocks referred to in this document are not an endorsement of their soundness or a recommendation to buy or sell. The same may or may not be a part of the Portfolio in future or any other existing PMS Strategies launched from time to time. The composition of the portfolio is subject to changes within the provisions of the disclosure document. The benchmark of the portfolios can be changed from time to time in the future.

Past performance of the Portfolio Manager does not indicate the future performance of the Strategy or any other future Strategies of the Portfolio Manager. The performance of the Portfolio may be adversely affected by changes in the market conditions, micro and macro factors and forces affecting capital markets. Risk factors associated with the investment approach are Equity risk, Systematic risk, Concentration risk, Model portfolio risk, Mismatch risk, Execution risk, Low liquidity and Low dividends. To know more about the risk factors, please refer disclosure document.
Investment in securities is subject to market and other risks, and there is no assurance or guarantee that the objectives of any of the strategies of the Portfolio Management Services will be achieved. Please read Disclosure document carefully before investing.

Disclaimer AIF

Our Culture

Encouraging teamwork and collaboration enhances innovation