Marathon Trends PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Marathon Trends Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.278.30 Cr.
Avg. 1 Year Return 21.39%
Active Clients 210
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 21 Years

Marathon Trends PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Atul Suri

Founded In (year)

2003

Marathon Trends Portfolio Management Service Performance or Returns

1 Year Return

21.39%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

11.72%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

8.03%

Nifty 50 - 5 Year Return

11.52%

Marathon Trends PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Marathon Trends Portfolio Management Services

Check out various strategies or Investment approaches provided by Marathon Trends Portfolio Managers.

Strategy Name Mega Trends Trend Following
Start Date NA 01-Apr-23
Category NA Flexi Cap
Benchmark NA S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks Not Disclosed 21
1 Yr. Return NA NA
3 Yr. Return NA NA
5 Yr. Return NA NA
Fund Manager Not Disclosed Not Disclosed

Top Fund Managers of Marathon Trends PMS

#1

Mr. Atul Suri

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Marathon Trends Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Marathon Trends Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

Marathon Trends PMS Dashboard Link

Web Platform


Marathon Trends PMS Review or Ratings by Finec.in

Overall Rating

7.22 / 10

Portfolio Performance

7.18 / 10

Support

7.36 / 10

Facilities

7.11 / 10

Charges

7.04 / 10

Experience

7.40 / 10

Marathon Trends Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005722

Contact Person

Atul Suri

Email ID

suriatul@hotmail.com

Telephone No.

022 6455 1999

Address

2/2 Hill View No 1,, 241 Hill Road, Bandra West, MUMBAI, MAHARASHTRA, 400050

Starting Date

Jul 07, 2017

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Marathon Trends PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Marathon Trends Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Marathon Trends PMS

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