Marathon Trends Advisory Pvt Ltd

Marathon Trends Advisory Pvt Ltd

AUM (Cr.)

211.80

No. of Clients

201

No. of Strategy

1

As On

31 May 2021

Marathon Trends Advisory Private Limited is a SEBI approved Portfolio Management Service (PMS) led by Atul Suri, who has over 25 years of experience in the Indian equity markets. Our lead PMS product MEGA TRENDS has been developed as a result of over two decades of trading, investing and applying that learning to deliver a unique combination of long term trend following with an overlay of fundamental analysis. Atul Suri, CEO and Chief Investment Officer, began his journey as a Fundamental Analyst in 1990 and moved on to Equity broking , Technical Analysis and finally to Trading and investing. In his years at RARE Enterprises, he evolved his unique style of managing money based on the method of long term trend following, inspired by Ed Seykota’s philosophy. Having interacted very closely with some of the largest wealth creators in Indian markets, he believes the key to success is not whether you use fundamental analysis or technical analysis. Success only comes to those who adhere to the sound principals of Money management and Risk management, which are classical and relevant across time, geographies and markets.

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Marathon Trends - Mega Trends
MULTI CAP 50.71% 21.87% 19.71% NA 01 Sep, 2017

* All performance above are as on 30th September 2021  * Above 1 year returns are in CAGR  

Portfolio Manager Profile

Mr. Atul Suri

Mr. Atul Suri

CEO – Portfolio Manager

AMC Registered Address

2/2 Hill View No 1,241 Hill Road, Bandra West,Mumbai,Maharashtra,India-400050
SEBI Reg No : INP000005722

AMC Investor Login Link

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AMC Website Link

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AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.