Marathon Trends Advisory Private Limited is a SEBI-approved portfolio management services (PMS) firm run by Atul Suri, an Indian stock market veteran with over 30 years of expertise. MEGA TRENDS, our flagship PMS product, was created as a consequence of over three decades of expertise investing in India’s equity markets.
Fund Snapshot
Year of Inception | 2017 |
Number of Stocks | 20 (Approx) |
Investment Horizon | Long Term |
Fund Managers | Atul Suri |
Invest Now
By submitting the form you authorize AIF & PMS Experts India to call or email you.
About Fund Manager
Mr. Atul ( Fund Manager )
Masters in Banking & Finance from UTS Sydney. Prior to managing Marathon Trends PMS, Mr. Atul was part of India’s very first research-backed equity fund management – Parag Parikh Fin Advisory.
Investing for the long term in fundamentally sound equities while remaining disciplined in your entry and exit decisions based on quantitative research.
Fundamentals (Quality) + Quantitative (Price) = Quantamental process
Step 1- Volume
Identify Liquid Universe
NSE All stocks + Delivery volume + % of Allocation = Avoid Liquidity trap
Step 2- Fundamentals
CYCLICAL – • High Sales growth • High PAT growth • Low ROE
VALUE TRAP – • Low Sales growth • Low PAT growth • Low ROE
DEFENSIVE – • Low Sales growth • Low PAT growth • High ROE
Step 3- Quantitative
Quality stocks, which have Momentum
Length of trend + Smooth momentum = BUY Best ranked stock
Step 4- SELL
Stock unable to sustain trend, in Earnings and Price
Declining growth rate, in Earnings – • Fundamentals
Relative weakness, in Price – • Quantitative
SELL – • Discipline
Unique Feature
Buy stocks in longer-term trends
Fund Overview
No related products found.
Uncover Your Investment Potential with Process-Driven Insights
Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.