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Marathon Trends PMS – Review, Strategies, Returns, Charges & more

Marathon 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 Managemet Service here-

Marathontrends PMS


Marathon Trends PMS – Customer Ratings & Review

Marathon Trends PMS Ratings
Returns Performance2.6 / 5
Services2.7 / 5
Charges2.8 / 5
Experience2.8 / 5
Strategies2.9 / 5
Client Support3.1 / 5
Overall Ratings2.8 / 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 TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipAtul Suri
Yr. of Establishment2003

Marathon Trends PMS

Marathon Trends is the biggest and 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 it’s headquarters are located in Mumbai, Maharashtra.

Its portfolio management service (PMS) is highly popular in the stock market. Basically, 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 have a discussion regarding Marathon Trends PMS Reviews, Charges, Returns and more.


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Types of Marathon Trends PMS

The details regarding Marathon Trends PMS is given below in the table chart.

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Marathon Trends normally offers both the kinds of portfolio management service to their existing clients namely, discretionary PMS and Non- Discretionary PMS.

  • Discretionary PMS – In discretionary PMS, the portfolio of clients are totally handled by the fund managers of the PMS team.
  • NonDiscretionary PMS – In 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
NameVineet Singh
Experience15 Years
Highest QualificationMBA
AUM (in Cr.)Approx 500 Cr.
Number of Clients100+
Investment TenureMinimum 3 yr.

Marathon Trends PMS normally holds multiple portfolio managers but the most sincere and expertise one is Mr Vineet Singh. He is qualified with Management of Business Administration and also holds around 15 years of experience in the sector of financial management.

The portfolio managers of Marathon Trends PMS normally hold AUM of Rs. 500 Cr. and handles more than 100 clients. For clients, the minimum investment time period in Marathon Trends is 3 years.


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Marathon Trends PMS Strategies

The table given below is providing details about the strategies of Marathon Trends PMS.

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

As per the strategy table chart is given above, Marathon Trends offers various types of portfolio management service strategies. Currently, they are working on large-cap strategy, diversified strategy as well as small-mid cap strategy.

  • The Marathon Trend PMS company always focus on finding stocks with huge potential that can provide long term trends. Their main mantra is the discipline and patience in order to ride the specific long term trend.
  • Usually, A long term trend has numerous counter trends and since all these trends are normally in acceptable limits, the company can switch through specific mirror corrections. And this investment strategy has given positive results because the company has never compared itself with any other fund managers on a daily basis. It is actually their faith and experience that a practical as well as a consistent strategy can help in making maximum earnings growth and limit losses.

Marathon Trends PMS Returns / Performance

The table chart given below is providing the entire details of the Marathon Trends PMS Returns.

Returns (CAGR)
3 Year10%
5 Year13%
7 Year6.5%
10 Year9.0%
11 Year Plus8.5%

The actual return rate of the PMS house is really impressive. The Marathon Trends has a capability to beat Mutual Fund Returns of 10 years. The returns of Marathon Trends PMS for 3 years is 10%, for 5 years is 13%, for 7 years is 6.5%, for 10 years is 9.0% and for 11 years plus is 8.5% (CAGR).

The robust rate of return of Marathon Trends PMS has made it the popular company in the stock market.


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Marathon Trends PMS Investment Plans

The table given below is providing the details about 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 between 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 the 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 CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

The Marathon Trends PMS has described its commission model in 3 different categories.


Marathon Trends PMS Prepaid Commission

In this particular fees structure, the commission or management fees are normally levied in advance before the real investment time period starts.

It is a very convenient model, so the commission payout is comparatively lower than other fees structures.

Prepaid Commission (Yearly)
Investment – 25L – 50L1.0% of Investment
Investment  – 50L – 1 Cr.0.9% of Investment
Investment – 1 Cr. – 5 Cr.0.8% of Investment
Investment – 5 Cr. Plus0.7% of Investment

This commission model of Marathon Trends of PMS is wholly dependent on investment value.

With the 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 value 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 fees 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 fees structure leads to huge management fees.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.10% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.09% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.08% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.07% of Total Transaction Volume

In this type of fees structure, the management fees are levied as per the market situation and fund managers loyalty.

If the transaction volume on a yearly basis 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 between 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 volume 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

Profit sharing % commission model is designed for the convenience of all the existing clients. In this, the clients have to pay commission charges once he realized the profit on investment.

The profit sharing % commission model approaches the high-profit percentage and leads to low commission payout.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L20% of Profit
Profit Amount – 5L – 10L19% of Profit
Profit Amount – 10L – 50L17% of Profit
Profit Amount – 50L Plus15% of Profit

Profit sharing % commission model is one of the most suitable models customised for the 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.

And the investment portfolio with huge profit 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 with 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 FeesAs per commission model
Upfront Fees0.5% – 0.8% of Asset Value
Brokerage Charges0.005% – 0.02% of Total Transaction Value
Custodian Charges0.1% – 0.3% of Asset Value
Depository Charges0.1% – 0.1.5% of Asset Value
Exit Load – within 12 months0.7% – 1.2% of Withdrawal Value
Exit Load – post 12 monthsFree

Here is the list of charges imposed by Marathon Trends PMS are 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 charges 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 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 FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

Here is the complete list of benefits or advantages associated with Marathon Trends PMS are 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 SMS update as well as 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 the flexible investment plans and commission models for their 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 SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportYes
Relationship Manager SupportYes
Call to Fund ManagerYes – 3 to 10 Times a month
Issue Resolving TAT14 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 in order 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 manager support to the clients. Usually, the high net worth clients can call to their fund manager 10 times a month but the clients with low net worth are allowed to call to 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.


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  1. Invest in PMSBecome Sub BrokerOpen Demat Account


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