Marathon Trends PMS or Portfolio Management – Performance, Cost, Support & more
Marathon Trends PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The Marathon Trends Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Marathon Trends PMS - Snapshot
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Active Clients
Marathon Trends Portfolio Management Review & Ratings by Franchisebyte
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Overview of Marathon Trends Portfolio Management Services
Organization Type
Head Office
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Founded In (year)
No. of Active Clients
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Investment Strategies
Marathon Trends PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Marathon Trends PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
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Marathon Trends PMS Investment Strategies
| Strategy Name | Mega Trends | Trend Following |
| Start Date | 01-Sep-17 | 01-Apr-23 |
| Category | Multi Cap | Flexicap |
| Benchmark | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed |
| No. of Stocks | 23 | 21 |
| 1 Yr. Return | 30.56% | 37.31% |
| 3 Yr. Return | 20.01% | NA |
| 5 Yr. Return | 11.21% | NA |
| Fund Manager | Mr. Atul Suri | Mr. Atul Suri |
Top Portfolio Managers of Marathon Trends Portfolio Management Services
#1
Marathon Trends Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Marathon Trends Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Marathon Trends PMS - SEBI Details
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Marathon Trends Portfolio Management Services - Eligibility Criteria
Age
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Marathon Trends Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Marathon Trends PMS Backoffice or Dashboard Link
Web Platform
