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Steptrade Capital – Portfolio Management Services (PMS)

Since its inception in 1993, StepTrade has established itself as a reputable entity in India, facilitating superior investment outcomes within the Small and Medium Enterprises (SME) and microcap segments. Our role extends beyond advisory services, encompassing the identification and cultivation of latent growth prospects in promising businesses across a spectrum of industries. As a regulated, privately pooled investment vehicle, StepTrade enables both Indian and Non-Resident Indian (NRI) investors to leverage a structured investment policy. Our investment strategy prioritizes unlisted securities of SMEs and microcaps, as well as those that are either listed or anticipated to be listed on an exchange. We employ a sector-agnostic methodology, diligently identifying and allocating capital to opportunities that align with our investment objectives. Our Alternative Investment Fund (AIF) and Portfolio Management Service (PMS) Funds are structured to strategically acquire, manage, and divest investments in Portfolio Entities in compliance with all applicable Regulations. The firm's leadership is under the guidance of our Group Founder, Miss Kresha Gupta, an esteemed Associate Member of The Institute of Chartered Accountants of India. StepTrade provides a robust range of investment solutions, precisely designed to address the dynamic requirements of sophisticated investors. Our team comprises experienced professionals, including chartered accountants, Certified Financial Analysts (CFAs), Master of Business Administration (MBA) holders, and legal specialists, collectively contributing extensive knowledge and proficiency. Under the direction of Miss Kresha Gupta, an Associate Member of The Institute of Chartered Accountants of India, we are dedicated to achieving high standards of performance and delivering outstanding investment results.

Strategies

2

Investment Strategies & Performance

Alternative Investment Funds (AIF)

Steptrade Capital Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Revolution Fund 1

SME & Micro Cap -7.33% — — May 2024

Chanakya Opportunities Fund

SME 7.47% — — Jul 2023

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Ankush Kumar Jain

Fund Manager

Ankush Kumar Jain, a Chartered Financial Analyst (CFA) and an Associate of the Institute of Chartered Financial Analysts of India (ICFAI), brings extensive experience in investment management to his role as Fund Manager at ACE Shares Private Ltd, a position he assumed in 2022. Prior to joining ACE Shares, Mr. Jain served in the Investment Advisory division at Edelweiss Wealth Management in Ahmedabad. His tenure there involved a focus on Structured Products and Alternative Investment Funds (AIFs). He commenced his professional journey in 2007 as a Research Analyst at Raghunandan Securities, where he cultivated expertise in commodities and currency markets. With a cumulative 12 years of experience across the Indian equity markets, Mr. Jain possesses a comprehensive understanding of fundamental, technical, and derivative strategies. Mr. Jain holds a Bachelor of Commerce degree from St. John’s College, Agra University, conferred in 2007. He is also a SEBI Registered Investment Advisor (Registration No. INA000012041), having secured this registration in November 2018. Mr. Jain's proficiency and background significantly contribute to the ACE Shares team's capability in guiding clients towards their investment objectives.

Ms Kresha Gupta

Fund Manager

Kresha Gupta is a distinguished Chartered Accountant (CA) and an accredited member of the Institute of Chartered Accountants of India (ICAI). Her academic achievements are noteworthy, and she possesses substantial proficiency in her domain, cultivated through extensive management and consulting engagements. Ms. Gupta's broad professional background encompasses diverse roles within corporate finance and consulting, including expertise in Accounts, Management Information Systems (MIS), Tax Advisory, Investor Relations, Treasury, and related functions. Before establishing Gupta KK & Associates, Kresha served as an Assistant General Manager at Vodafone Idea Limited, where her responsibilities included Investor Relations and Treasury functions, with direct reporting to the Chief Financial Officer. Currently, at Gupta KK & Associates, Ms. Gupta leads a comprehensive service firm providing end-to-end solutions in Equity and Debt Management, Fund Raising, and associated services. Leveraging her profound knowledge of equity and debt instruments, she expertly manages a varied portfolio of equities and other debt instruments on behalf of her clientele.

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Regulatory Information

SEBI Registration: IN/AIF3/23-24/1330

Registered Office: 3rd Floor, Barcelona House, Next to Saavi Hospital, Prahladnagar, Ahmedabad - 380015

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)