Marathon Trends Advisory Pvt Ltd – Portfolio Management Services (PMS)

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 by Trend Following 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.

AUM (₹ Cr)

520.77

Clients

544

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Marathon Trends Advisory Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Trend Following Multi Cap & Flexi Cap -4.03% Apr 2023

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr. Atul Suri

CEO – Portfolio Manager

Marathon Trends Advisory, led by CEO Atul, offers professional and proven investment services. With almost three decades of experience, Atul excels as a portfolio manager, having begun as a fundamental analyst at Parag Parikh Financial Advisory Services in 1991, gaining expertise in identifying high-quality stocks. Furthering his skills, Atul pursued a Masters in Banking and Finance in Sydney, delving into quant and technical analysis. Returning to India in the late 90s, Atul joined Birla Sun Life Securities, leading the Private Client Group business. In 2003, he founded Marathon Capital, focusing on trading Index derivatives, enriching his understanding of financial markets. Atul later joined RARE Enterprises in 2008 as an Analyst, gaining invaluable experience, laying the foundation for his own Portfolio Management Services (PMS) fund. Leveraging his vast experience, Atul manages Trend Following, PMS offering of Marathon Trends Advisory. His approach combines fundamental and technical analysis, with a deep understanding of market trends. This expertise enables our team to navigate financial complexities, delivering superior investment outcomes. Beyond finance, Atul’s passions – marathon running and scuba diving – shape his portfolio management skills. These pursuits instill discipline, perseverance, and adaptability, evident in his focused and disciplined strategy, adept at evolving market conditions. At Marathon Trends Advisory, we recognize Atul’s personal interests contribute to his holistic perspective as a portfolio manager. His love for marathon running emphasizes long-term goal-setting and commitment. Likewise, scuba diving fosters exploration, uncovering hidden opportunities translated into his investment strategies. Fuelled by a passion for the Indian markets, vast experience, and a well-rounded approach to investing, Atul and our team dedicate ourselves to helping investors capitalize on emerging trends, achieving long- term financial success. Trust in our commitment to transforming your financial goals into reality.

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Regulatory Information

SEBI Registration: INP000005722

Registered Office: 701A, Ramee Emeralds, Linking Road , Street 29, Santacruz West, Mumbai-400054.

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)