The Investment solutions provided by Marathon Trends cater to a niche segment of clients. The clients can be Individuals or Institutions, entities with high net worth.
The offerings are usually ideal for investors:
a) who are looking to invest in long term in the Indian equity markets,
b) who desire personalized investment solutions
c) who desire long-term wealth creation
d) who appreciate a high level of service.
a) Access to the fund manager, Mr. Atul Suri
b) Mega Trends is a unique offering that aims to capture large trends in the Indian equity markets based on fundamentals and emerging long-term trends
c) High level of transparency in client disclosures and digital account opening
d) Highly qualified and established intermediaries to best serve the interests of the client
Mega Trends is a discretionary portfolio management service, where the portfolio manager, is responsible for stock selection and executing investment decisions
Individuals and Non-Individuals such as HUFs, partnerships firms, sole proprietorship firms and Body Corporate.
The Portfolio Management Scheme is open for all Indian nationals, resident, Non-resident Indians (NRI) or otherwise
The account opening kit is available directly from [email protected] or through a registered distributor.
We offer two choices to investors. We have a hybrid fee structure, which is a combination of fixed management fee and performance-based fee or only a fixed management fee.
a) A fixed fee, is a management fee charged as a percentage of assets under management.
b) Performance fees are charged as a percentage of returns above a specific hurdle rate
The service provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.
All equity investments involve a certain amount of risk, including the possible erosion of the principal amount invested, which varies depending on the performance of the stock market
The tax liability of a PMS investor would remain the same as if the investor is accessing the capital market directly. We provide an audited statement of accounts at the end of the financial year to aid the investor in assessing his/ her tax liabilities
The client will have online access to their current PMS account statement, which is updated by the fund accounting firm daily. We will also, send a monthly portfolio statement which contains Portfolio Value, transaction report and dividend receipt and reinvestment details
Additionally, we also send a quarterly summary statement and an audited statement at the end of the financial year.
Yes. First investment has to be 50 lakhs and incrementally a minimum of Rs, 5 Lakhs can be invested through the systematic investment route.