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

Marathon Trends Advisory Private Limited is a SEBI-registered Portfolio Management Service (PMS) overseen by Atul Suri, a seasoned professional with over 25 years of expertise in the Indian equity landscape. Our flagship PMS offering, "Mega Trends by Trend Following," is the culmination of more than two decades of trading and investment experience, strategically integrating long-term trend identification with fundamental analysis. As CEO and Chief Investment Officer, Atul Suri commenced his career in 1990 as a Fundamental Analyst. He subsequently gained extensive experience across equity broking, technical analysis, and ultimately, trading and investment. During his tenure at RARE Enterprises, he refined his distinctive approach to wealth management, emphasizing long-term trend following, influenced by the principles of Ed Seykota. Having collaborated extensively with prominent wealth creators in the Indian market, Mr. Suri's conviction is that success in investment is not solely dependent on the application of fundamental or technical analysis. He posits that enduring success is achieved by strictly adhering to robust principles of money management and risk management, which are universally applicable and enduring across various timeframes, geographical locations, and market conditions.

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 provides expert and validated investment solutions, spearheaded by CEO Atul. With nearly thirty years in the financial sector, Atul possesses significant expertise as a portfolio manager. His career commenced in 1991 as a fundamental analyst at Parag Parikh Financial Advisory Services, where he honed his ability to identify high-quality equities. He subsequently pursued a Master's degree in Banking and Finance in Sydney, deepening his knowledge in quantitative and technical analysis. Upon returning to India in the late 1990s, Atul joined Birla Sun Life Securities, assuming leadership of the Private Client Group. In 2003, he established Marathon Capital, concentrating on Index derivative trading and expanding his market comprehension. Later, in 2008, Atul became an Analyst at RARE Enterprises, acquiring substantial experience that prepared him for establishing his own Portfolio Management Services (PMS) fund. Drawing upon his extensive background, Atul oversees the Trend Following PMS offering at Marathon Trends Advisory. His investment methodology integrates fundamental and technical analysis, underpinned by a profound understanding of market dynamics. This proficiency empowers our team to effectively manage financial intricacies and achieve robust investment performance. Beyond his professional endeavors, Atul’s personal pursuits of marathon running and scuba diving influence his portfolio management approach. These activities cultivate discipline, persistence, and adaptability, reflected in his structured strategy that responds adeptly to evolving market conditions. Marathon Trends Advisory acknowledges how Atul’s personal interests contribute to his comprehensive perspective as a portfolio manager. His dedication to marathon running mirrors a focus on long-term objectives and unwavering commitment. Similarly, scuba diving encourages exploration and the identification of overlooked opportunities, which are translated into his investment strategies. Driven by a strong commitment to the Indian capital markets, extensive experience, and a balanced investment philosophy, Atul and our team are dedicated to assisting investors in leveraging emerging trends for sustainable, long-term financial prosperity. We are committed to translating your financial aspirations into tangible outcomes.

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Regulatory Information

SEBI Registration: INP000005722

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

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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