From expanding opportunities for small businesses to engaging global investors, StepTrade is redefining investment strategies. Let’s take a look at our remarkable achievements.

StepTrade provides a wide range of investment opportunities in the SME and microcap sector. We have achieved remarkable milestones in 2024.

StepTrade launched India’s first fund focused on small and medium-sized enterprises (SMEs), called the Chanakya Opportunities Fund. Recently, we started another fund, the StepTrade India Fund, in GIFT City, Gandhinagar. This fund received a special license to invite foreign investors, marking a significant step forward for the company.

Launch of PMS: A Great Start

StepTrade began offering Portfolio Management Services (PMS) on May 11th. PMS helps people invest their money in a smart way by focusing on small businesses with big growth potential. Our team of experts creates strong and diverse portfolios by selecting companies with good financial health and innovative ideas. The launch event was a huge success, with over 150 people attending exciting discussions about investments.

Secured FME License

StepTrade obtained a Fund Management Entity (FME) license, which means we follow all the important rules set by the International Financial Services Centres Authority (IFSCA). This license enables us to create and manage funds safely and legally, giving investors confidence in our services.

Reaching 250 Crores in AUM

StepTrade now manages investments worth 250 crores. This impressive number highlights the trust investors have in StepTrade to grow their money and make smart investment choices. It’s a huge achievement for the company.

Launch of StepTrade India Fund

StepTrade’s new fund, the StepTrade India Fund, is specially designed for private and foreign investors. It combines the benefits of a flexible framework (Category III AIF) and the ability to attract international investors (Category I FPI). This fund demonstrates that StepTrade is ready to take on the global stage.

Ready to Take the Next Step with Steptrade Share Service?

At StepTrade, we are committed to helping you grow your wealth through innovative investment strategies. Whether you’re a seasoned investor or just getting started, we have the right funds and expertise to support your financial goals.

2024 has been a landmark year for StepTrade. From launching groundbreaking investment funds to expanding our services and achieving significant milestones, we are reshaping the future of investment strategies. Here is a closer look at our journey and achievements this year.

Empowering Small Businesses and Global Investors

StepTrade is committed to creating innovative investment opportunities in the SME and microcap sectors. Our dedication has led to some extraordinary accomplishments in 2024:

• Chanakya Opportunities Fund:

India’s first SME-focused fund, empowering small and medium-sized enterprises to grow and thrive.

• StepTrade India Fund:

Launched in GIFT City, Gandhinagar, this fund is uniquely positioned to attract foreign investors, thanks to our special license.

Portfolio Management Services (PMS): A Game-Changer for Investors

On May 11th, StepTrade launched Portfolio Management Services (PMS), offering a smarter way to invest. Our team carefully curates diverse portfolios, focusing on companies with strong financials and innovative visions. The launch event brought together over 150 attendees, sparking vibrant discussions on the future of investing.

Earning the Prestigious FME License

We’re proud to have secured the Fund Management Entity (FME) license from the International Financial Services Centres Authority (IFSCA). This certification underscores our commitment to compliance, transparency, and investor confidence.

Achieving 250 Crores in AUM

With assets under management (AUM) now exceeding 250 crores, StepTrade has solidified its reputation as a trusted partner for investors. This milestone reflects the growing trust and confidence of our clients.

StepTrade India Fund: Bridging Local and Global Investments

The newly launched StepTrade India Fund (Category III AIF) combines flexibility and international outreach. This fund leverages a unique framework to attract private and foreign investors, positioning StepTrade as a global investment leader.

Our Portfolio of Funds

• StepTrade Opportunities Fund (CAT I AIF): Backing innovative, high-growth startups.
• Chanakya Opportunities Fund (CAT II AIF): Focused on empowering SMEs.
• StepTrade Revolution Fund (CAT III AIF): Exploring emerging market opportunities.