Marathon Trends PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 02, 2022Marathon Trends PMS is a popular Portfolio Management Service company in India. In this article, the entire details of the PMS house will be discussed including- its PMS services, strategies, investment plans, commission models, yearly returns and more.
Find out the detailed review of Marathon Trends Portfolio Management Service here-
Marathon Trends PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Marathon Trends Portfolio Management Services –
| Marathon Trends PMS Ratings | |
| Returns Performance | 2.6 / 5 |
| Services | 2.7 / 5 |
| Charges | 2.8 / 5 |
| Experience | 2.8 / 5 |
| Strategies | 2.9 / 5 |
| Client Support | 3.1 / 5 |
| Overall Ratings | 2.8 / 5 |
| Star Ratings | ★★★★★ |
Overview of Marathon Trends Portfolio Management Services
Find out the overview of Marathon Trends’ portfolio management service in the table given below-
| Overview | |
| Company Type | Private |
| Registered Location | Mumbai, Maharashtra |
| Leadership | Atul Suri |
| Yr. of Establishment | 2003 |
Marathon Trends is the biggest and most popular portfolio management service providing the company available in our country.
The PMS house is founded by Mr Atul Suri in the year 2003. The Marathon Trends PMS company is approved by the Securities Exchange Board of India (SEBI) and its headquarters are located in Mumbai, Maharashtra.
Its portfolio management service (PMS) is highly popular in the stock market. The PMS house is known for its PMS support and services. It has various fund managers who usually take care of their portfolio management service business.
Here, we will discuss Marathon Trends PMS Reviews, Charges, Returns and more.
Invest in Marathon Trends PMS – Fill up the form Now!
Types of Marathon Trends PMS
The details regarding Marathon Trends PMS are given below in the table chart.
| Types of PMS | |
| Discretionary | Yes |
| Non-Discretionary | Yes |
Marathon Trends normally offers both kinds of portfolio management services to their existing clients namely, discretionary PMS and Non- Discretionary PMS.
- Discretionary PMS – In discretionary PMS, the portfolio of clients are handled by the fund managers of the PMS team.
- Non–Discretionary PMS – In the Non-Discretionary PMS type, clients take assistance from any well-known consultancy regarding the investment portfolio in a way to make the final decision for the same.
Marathon Trends PMS Fund Managers Details
The entire details of Marathon Trends PMS Fund Manager are provided in the below-given table chart.
| Fund Manager’s Details | |
| Name | Atul Suri (CEO) |
| Experience | 26 Years |
| Highest Qualification | MBA |
| AUM (in Cr.) | Approx 500 Cr. |
| Number of Clients | 100+ |
| Investment Tenure | Minimum 4 yr. |
Atul Suri (CEO)
Mr. Atul Suri is highly educated and holds a Master’s in Banking and Finance from UTS Sydney, Australia. He has had a fulfilling career starting with Parag Parikh Financial Advisory services, where he was a Fundamental Analyst. This firm is one of India’s first Equity Research driven fund houses.
His experience is a total of 26 years in the domains of trading and investing in Indian equities. He started Marathon Capital with a prime focus on index futures. Later, she was associated with RARE Enterprises, following which he shifted to owning the Portfolio Management Service (PMS) Marathon Trends Advisory.
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Marathon Trends PMS Strategies
The table given below is providing details about the strategies of Marathon Trends PMS.
| Strategies | |
| Marathon Trends – Mega Trends | MULTI CAP |
Marathon Megatrends Strategy
The portfolio in this strategy has a maximum bar of investing in 20 stocks, with long terms investment objectives and consistency in price and earning. Wealth is created through consistent compounding in this strategy, on a long-term basis, where drawdown is kept low.
Marathon Trends PMS Returns / Performance
The table chart given below is providing the entire details of the Marathon Trends PMS Returns.
| Strategy | Marathon Trends – Mega Trends | |
| Category | MULTI CAP | |
| Return (CAGR) | 1M | -1.65% |
| 3M | 13.63% | |
| 6M | -2.82% | |
| 1Y | -9.98% | |
| 2Y | 16.46% | |
| 3Y | 10.15% | |
| 5Y | 7.56% | |
| Since Inception | 7.11% | |
| Inception Year | Sep 2017 | |
The actual return rate of the PMS house is really impressive. The Marathon Trends can beat Mutual Fund Returns of 10 years.
The robust rate of return of Marathon Trends PMS has made it the most popular company in the stock market.
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Marathon Trends PMS Investment Plans
The table given below is providing the details about the investment plans of Marathon Trends PMS.
| Investment Plans | |
| Bronze (25L – 50L) | Yes |
| Silver (50L – 1 Cr.) | Yes |
| Gold (1 Cr. – 5 Cr.) | Yes |
| Platinum (5 Cr. Plus) | Yes |
The above-given table chart is providing a better understanding of the investment slabs of Marathon Trends PMS. All the investment plans mentioned above are available to all the existing clients. Most importantly, the minimum investment value of Rs. 25 lakh is necessary for portfolio management services.
Marathon Trends PMS company offers investment plans for all ranges. The company has a Bronze investment plan which is in the range of Rs. 25 lakh to Rs. 50 lakh. The Silver investment slab is in the range of Rs. 50 lakh to Rs. 1 Cr.
The Gold investment plans start from Rs. 1 Cr. to Rs. 5 Cr. And Platinum investment plan is only available for clients having an investment portfolio of more than Rs. 5 Cr.
As the PMS company offers all kinds of investment slabs, it also offers several commission models and it’s typed as well. Normally, huge investment value leads to low management fees and elite services.
Marathon Trends PMS Fee Structure or Commission Slabs
The table given below is providing the details about the commission model of Marathon Trends PMS Company.
| Commission / Fees Structure | |
| Prepaid Commission | Yes |
| Volume% Commission | Yes |
| Profit Sharing% Commission | Yes |
The Marathon Trends PMS has described its commission model in 3 different categories.
Marathon Trends PMS Prepaid Commission
In this particular fee structure, the commission or management fees are normally levied in advance before the real investment period starts.
It is a very convenient model, so the commission payout is comparatively lower than other fee structures.
| Prepaid Commission (Yearly) | |
| Investment – 25L – 50L | 1.0% of Investment |
| Investment – 50L – 1 Cr. | 0.9% of Investment |
| Investment – 1 Cr. – 5 Cr. | 0.8% of Investment |
| Investment – 5 Cr. Plus | 0.7% of Investment |
This commission model of Marathon Trends of PMS is wholly dependent on investment value.
With an investment value of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 1.0% of the total investment value. If the investment value is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission payout will be 0.9% of the total investment amount.
With huge investment values such as Rs. 1 Cr. to Rs. 5 Cr., the management fees will be 0.8% of the total investment amount. And with more than Rs. 5 Cr. of investment value, the management fees will be 0.7% of the total investment amount.
Marathon Trends PMS Volume% Commission
Such kind of fee structure is entirely dependent on the total transactions happening in the investment account through the portfolio manager.
It also has a dependency on the situation of the stock market and other factors of the investment value.
Generally, this type of fee structure leads to huge management fees.
| Volume% Commission (Yearly) | |
| Transaction Volume – 25L – 50L | 0.10% of the Total Transaction Volume |
| Transaction Volume – 50L – 1 Cr. | 0.09% of the Total Transaction Volume |
| Transaction Volume – 1 Cr. – 5 Cr. | 0.08% of the Total Transaction Volume |
| Transaction Volume – 5 Cr. Plus | 0.07% of the Total Transaction Volume |
In this type of fee structure, the management fees are levied as per the market situation and fund managers’ loyalty.
If the transaction volume every year is Rs. 25 lakh to Rs. 50 lakh then the management fees will be 0.10% of the total transaction volume.
If the yearly transaction volume is in the range of Rs. 50 lakh to Rs. 1 Cr., the management fees will be 0.09% of the total transaction volume.
With high transaction volumes such as Rs. 1Cr. to Rs. 5 Cr., the commission payout will be 0.08% of the total transaction volume. And with more than Rs. 5 Cr. of transaction volume, the commission charges will be 0.07% of the total transaction amount.
Marathon Trends PMS Profit Sharing% Commission
The profit sharing % commission model is designed for the convenience of all the existing clients. In this, the clients have to pay commission charges once they realized the profit on investment.
The profit sharing % commission model approaches the high-profit percentage and leads to a low commission payout.
| Profit Sharing% Commission (Yearly) | |
| Profit Amount – 2.5L – 5L | 20% of Profit |
| Profit Amount – 5L – 10L | 19% of Profit |
| Profit Amount – 10L – 50L | 17% of Profit |
| Profit Amount – 50L Plus | 15% of Profit |
The profit sharing % commission model is one of the most suitable models customised for investors. It has a total dependency on portfolio performance. Normally, this kind of commission model is offered by Marathon Trends to only high-investment portfolio clients and to those clients who are with them for more than 2 years.
The investment portfolio with a profit amount of Rs.2.5 lakh to Rs. 5 lakh, the sharing of profit will be 20% of the total profit amount. If the investment with profit value of Rs. 5 lakh to Rs. 10 lakh, the profit sharing will be 19% of the total profit amount.
Additional information
And the investment portfolio with huge profits like- Rs. 10 lakh to Rs. 50 lakh, the management fees will be 17% of the total profit amount. And with more than Rs 50 lakh of profit amount on the investment portfolio, the profit sharing will be 15% of the total profit amount.
Since the Marathon Trends PMS house has varied commission models to offer, it also levies some other charges from the clients including- custodian charges, upfront fees, brokerage charges, depository charges and exit load charges. All these charges will be described in the table below.
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Marathon Trends PMS Charges
The table given below is providing the details regarding Marathon Trends PMS charges.
| Charges | |
| Management Fees | As per the commission model |
| Upfront Fees | 0.5% – 0.8% of Asset Value |
| Brokerage Charges | 0.005% – 0.02% of Total Transaction Value |
| Custodian Charges | 0.1% – 0.3% of Asset Value |
| Depository Charges | 0.1% – 0.1.5% of Asset Value |
| Exit Load – within 12 months | 0.7% – 1.2% of Withdrawal Value |
| Exit Load – post 12 months | Free |
Here is the list of charges imposed by Marathon Trends PMS as follows-
- Management Fees- Usually, the Marathon Trends PMS company charge management fees as per the selected commission model by the PMS team and the client according to the investment amount.
- Upfront Fees- Upfront charges are also taken by the Marathon Trends PMS company from its clients. It is normally like advance charges. This type of charge ranges between 0.5% to 0.8% of the total asset value.
- Brokerage Charges- Brokerage charges are also levied from the clients according to the investment portfolio. Such kind of charges normally ranges between 0.005% to 0.2% of the total transaction value.
- Custodian Charges- Custodian charges are also in the list of Marathon Trends PMS charges. These charges are normally in the range of 0.1% to 0.3% of the total asset value.
- Depository Charges- Depository charges are charged between the range of 0.1% to 0.1.5% of the total asset amount.
- Exit Load Charges- Exit load charges are entirely dependent on the duration of the amount withdrawn and the total withdrawal amount. If the withdrawal of the amount takes place in 12 months then the commission charges will be 0.7% to 1.2% of the total withdrawal amount. If the withdrawal is done post 12 months then no commission charges will be levied by the company.
Marathon Trends PMS Benefits
The table given below is providing the benefits of Marathon Trends PMS-
| Benefits / Advantages | |
| Top-up Facility | Yes |
| Back office Reports | Yes |
| Email Update | Yes |
| SMS Update | Yes |
| Watsapp Update | No |
| Portfolio View | Yes |
| Detailed View | Yes |
| Flexible Commission Model | Yes |
| Flexible Investment Plans | Yes |
| Massive Experience | Yes |
Here is the complete list of benefits or advantages associated with Marathon Trends PMS as under-
- The Marathon Trends PMS company usually provides a good top-up facility for the betterment of the clients.
- The clients of Marathon Trends PMS are also allowed to check reports and details of the investment portfolio through provided back office login.
- The broking house also assists clients with SMSupdatese as well as an Email Update facility so that they can have a check and update regarding all the transactions happening in their investment account.
- The Marathon Trends PMS also offers a good level of flexibility to all its clients. For instance- the company has managed to customise flexible investment plans and commission models for its customers.
- The company is also holding massive experience in the financial management sector or portfolio management sector.
Marathon Trends PMS Customer Care
The table given below is providing the details regarding Marathon Trends PMS Client Support.
| Customer Care | |
| Call Support | Yes |
| Email Support | Yes |
| Chat Support | No |
| Watsapp Support | Yes |
| Relationship Manager Support | Yes |
| Call to Fund Manager | Yes – 3 to 10 Times a month |
| Issue Resolving TAT | 14 working days |
The Marathon Trends PMS company do provide a lot of support to all its clients for their huge satisfaction. Normally, clients are allowed to directly call to get support regarding their investment portfolio anytime. The broking company do provide good Email and Whatsapp support for more convenience.
The company is good at providing relationship management support to clients. Usually, high net-worth clients can call their fund manager 10 times a month but clients with low net worth are allowed to call their fund manager 3-5 times a month.
The issue resolving TAT for Marathon Trends PMS group is 14 working days.
Marathon Trends PMS Conclusion
Marathon Trends portfolio management service offering company is the top-notch company available across India. Their wide range of philosophies or approaches has given a good level of satisfaction to all its clients.
The flexible commission models and flexible investment plans also provide convenience and great satisfaction to all its clients. Their elite services and support system are well-structured and useful.
If you are greatly in search of any PMS solution then go for Marathon Trends PMS for making the investment and getting robust returns.
Marathon Trends FAQs
Ques – How can I invest with Marathon Money PMS?
Answer -To invest in the Marathon Money PMS, all you have to do is open the link to our post. If you do so, you will find a small form with some obligatory fields to fill in and the investment details will be further given once you fill in the fields.
Ques – Who is the current fund manager of Marathon Money PMS?
Answer – Mr. Atul Suri holds a masters in Banking and Finance from UTS Sydney, Australia and is highly educated. Beginning with Parag Parikh Financial Advisory services, where he was a Fundamental Analyst, he had a satisfying career. This firm is one of the first fund houses motivated by Equity Research in India. He has a total of 25 years of experience in the field of trading and investing in Indian equities. With a prime emphasis on index futures, he began Marathon Money.
Ques – What is the approx AUM of Marathon Money PMS?
Answer – Managers of the Marathon Money PMS Fund are capable of sustaining about Rs 500 Cr. It’s worth the AUM for customers. More than 100 PMS clients are also available to the managers of the Fund. At the same time, clients usually choose a three-year tenure period to invest in Marathon Capital.
Ques – Where can I check the return or performance of Marathon Money PMS?
Answer – The return or performance of Marathon Trends can easily be located within the article. We provide you with all the information along with the ratings of the firm and its performance status for you to decide. Therefore by just locating the head, you can find all the information available.
Ques – What are the different strategies used by Marathon Money PMS?
Answer – Marathon Megatrends – In this approach, the portfolio has a maximum investment bar of 20 stocks, with a long-term investment target and price and earnings consistency. Wealth is generated on a long-term basis by consistent compounding in this strategy, where the drawdown is kept minimal.
Ques – Where to find the fee structure and commission rate of Marathon Money PMS?
Answer – On the website, details on the fee structure and the commission rate are available. We provided detailed descriptions and did so in the form of tables and charts with all the key heads. The website gives the best sources to find the Marathon Money PMS fee structure and commission rate.
Ques – How do call or reach Marathon Money PMS customer care?
Answer – The Marathon Money PMS House provides all its clients with a top-up service. To access your web services, use your online media to produce all the latest news and portfolio information. For all transactions on your account, they will have time-to-time e-mail and SMS reminders. They have very flexible investment strategies and templates for fees. The Marathon Money PMS provides clients with a good history to achieve satisfactory results in Portfolio Management Services.
Ques – What are the benefits of investing with Marathon Money PMS?
Answer – The top-notch company available in India is the Marathon Trends portfolio management service offering company. Their wide variety of philosophies or methods has offered all of their customers a high level of satisfaction. The flexible commission models and flexible investment strategies often provide all of its customers with flexibility and great satisfaction. Well-structured and supportive are their elite programmes and support system.
Ques – What are the different charges involved with Marathon Money PMS?
Answer – Here is the following list of fees levied by Marathon Trends PMS- Management Fees, Upfront Payments, Brokerage fees, Custodian Fees, Depository charges, and Exit Load Charges.
Ques – Where can I find all the details about Marathon Money PMS?
Answer – Data on all information on the Marathon Money PMS is available on its website. All the necessary heads were also provided with detailed details and did so in the form of tables and charts. The data provided on the website can now be easily found to find the fee structure and commission rate of Marathon Money PMS.
Invest in Marathon Trends PMS – Fill up the form Now!
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