Why Choose Steptrade?

Choose Steptrade to experience reliable expertise, ethical practices, and exceptional results in SME and microcap investments.

Diversified Portfolio in SME and Microcap

Steptrade offers a diversified portfolio of investments in the SME and microcap sector. This means that investors can spread their risk across a variety of companies, which can help to reduce their overall risk.

Experienced Analyst Team

Steptrade analyst team has total of over 40 years of experience in the investment industry. They are experts in the SME sector and have a proven track record of identifying and investing in high-growth companies.

Promoters Expertise in SME Segment

Steptrade’s promoters have deep expertise in the SME segment. They have a proven track record of identifying and investing in high-growth SME companies.

Tactical Allocation to SME and Microcap

Steptrade uses a tactical asset allocation approach to investing in SME and microcap companies. This means that they dynamically adjust their portfolio allocation based on market conditions and their investment outlook.

Strong Track Record

Steptrade has a strong track record of generating returns for its clients. Over the past five years, its SME investments has generated an average annual return of over 30%.

Transparent and Ethical Approach

Steptrade is committed to transparency and ethical business practices. It provides its clients with regular updates on their investments and follows a strict code of ethics.

Customer-Centric Focus

Steptrade is focused on providing its clients with the best possible service. Its team of investment advisors is always available to answer clients' questions and provide them with guidance.

Leadership Team

Steptrade is guided by an experienced leadership team, comprising our managing directors, an expert advisory board, and seasoned professionals across key sectors. Our team’s deep expertise and proven track record drive our commitment to delivering exceptional investment solutions. Each member plays a pivotal role in ensuring strategic growth, operational excellence, and client success.

Kresha Gupta

AIF Fund Manager & Investment Committe

Kresha Gupta is one of India’s youngest and most dynamic fund managers, leading the way in SME-focused investments.

A Chartered Accountant who qualified at just 20, she is now the Founder and Director of Steptrade Share Services Ltd, an asset management company holding three AIF licenses, a PMS license, and an FPI license. At 26, she oversees assets under management of over ₹300 crore, bringing a sharp financial acumen and deep market expertise to the investment landscape.

As the fund manager of Chanakya Opportunities Fund, Kresha actively manages the fund with a hands-on approach, leveraging constant market analysis and active engagement to drive performance. Her ability to identify high-potential SMEs and execute innovative investment strategies has established her as one of India’s most promising fund managers. With a sharp focus on sustainable growth, empowering small businesses, and delivering long-term value, she has built a track record of consistent success.

Kresha’s achievements are a testament to her passion for learning, adaptability, and unwavering commitment to fostering business growth in India. By continuously evolving her strategies and staying ahead of market trends, she remains dedicated to maximizing value for her investors and shaping the future of investments.

Ankush Kumar Jain

AIF Fund Manager & Investment Committe

Ankush Kumar Jain is a seasoned investment management professional, holding the prestigious Chartered Financial Analyst (CFA) designation and a membership with the Institute of Chartered Financial Analysts of India (ICFAI).

Since joining Steptrade Capital in 2022 as a Fund Manager, he has been instrumental in driving the firm's success. He currently manages two flagship funds—Chanakya Opportunities Fund and Steptrade Revolution Fund I—which collectively oversee ₹300+ crore in assets under management (AUM).

Beyond fund management, Ankush plays a key role in pre-IPO investments, offering strategic guidance to high-growth companies to help them scale effectively and maximize their market potential.

Before Steptrade Capital, Ankush built a strong foundation in investment advisory at Edelweiss Wealth Management in Ahmedabad, specializing in Structured Products and Alternative Investment Funds (AIFs). He began his career in 2007 as a Research Analyst at Raghunandan Securities, where he focused on commodities and currency markets. With over 16 years of hands-on experience in Indian equities, he possesses deep expertise in fundamental, technical, and derivative trading strategies.

Ankush extensive market knowledge, analytical acumen, and strategic mindset make him a vital asset to Steptrade Capital, where he remains committed to delivering exceptional investment outcomes.

Yash Ashok Bhanusali

Fund Manager PMS

CA Nishant Melana

AVP-Private Equity Associate

CA Darshit Shah

Senior Research Analyst

Sonali Dama

Equity Research Analyst

Rahul Brahmkshatriya

Senior Research Analyst

Our Aspiration at Steptrade

At Steptrade, our aspiration is to become a trusted global leader in wealth management, renowned for delivering innovative investment solutions and creating enduring value for our clients. We aim to empower individuals and businesses by transforming opportunities in the SME and microcap sectors into sustainable growth and financial success.

Driven by integrity, expertise, and a customer-centric approach, we strive to set new benchmarks in investment excellence while fostering long-term relationships built on trust and transparency. Our vision is to inspire confidence and enable financial freedom for our clients worldwide.