A Portfolio Management Service is a platform created especially for high net-worth individuals, to provide customized solutions for their Investment needs. Investment solutions in a PMS structure can be provided in three ways

Discretionary Portfolio: Discretionary investment management is a form of investment management where buying and selling decisions are made for clients at the portfolio manager's discretion.

Non-Discretionary Portfolio: Under non-discretionary investment management, buy and sale of stocks must be discussed and approved by clients before taking place.

Advisory Portfolio: The Advisory Portfolio Manager advises the client on investments as agreed upon in the client agreement

At Marathon we offer Discretionary Portfolio Management services. We are a registered Portfolio Manager with Security Exchange Board of India (SEBI) vide Registration No. INP000005722

The minimum investment amount is Rs. 50 lakhs (as mandated by SEBI). There is no upper limit on the amount you can invest.

Our portfolio will have approx. 20 to 25 stocks

Yes. The Portfolio Management Scheme is open for all Indian nationals, resident or otherwise.

5 to 7 working days from receipt and verification of Account Opening Form kit, which is complete in all respects. The account opening kit is available directly from [email protected] or through a registered distributor.

Investment can be brought in the form of funds, shares or combination of both.

Yes. Funds can be added later in the multiples of Rs. 5 lakhs

Yes. First investment has to be 50 lakhs and same will be divided in to 5 equated tranches, which is 20% each.

On the day of funding 20% of the total capital will be invested immediately into the equity fund. The balance amount will be parked in liquid fund.

In subsequent months on pre-defined dates, rest of the 4 equated instalments will be redeemed from liquid fund and will be transferred to equity fund.

We will send you a monthly portfolio statement which contains Portfolio Value, transaction report and dividend receipt and reinvestment details.

No. There is no lock-in period in the Marathon Trends PMS.

No entry load/setup fees. Exit load of 2% will be applicable if Investor decides to exit within 1 year and NIL after 1 year

Yes. We can onboard client directly without involvement of any intermediary

No. We offer discretionary portfolio management services. In the discretionary portfolio management service, the discretion to invest primarily lies with the portfolio manager.

However, you can specify list of stocks to be excluded from your portfolio, due to compliance or statutory regulations.

The tax liability of a PMS investor would remain the same as if the investor is accessing the capital market directly. The Portfolio Manager provides audited statement of accounts at the end of the financial year to aid the investor in assessing his/ her tax liabilities. However, the investor should consult his tax advisor for the same.

We offer many choices to the investor. We have a hybrid fee structure, which is a combination of fixed management fee and performance-based fee. Wherein we give flexibility to investor to choose between different fee option.

A fixed fee is a management fee is charged as a percentage of assets under management.

Performance fees are charged as a percentage of returns above a certain hurdle rate.

The fixed management fee being charged is much lower than that charged by Mutual Funds. We have consciously kept our fee more performance linked, as we strongly believe that it will align the interests of the client. It also incentives the Portfolio Manager since they have a stake in the profitability of the portfolio.

No. we cannot accept the same. Also, all funds have to come from Investors bank account only.

Dividend gets directly credited to the client’s PMS Account and same will be reinvested in the PMS Account respectively.

Yes. you can add/modify the nominee by filling the form available with us.

No. You cannot add/delete account holder once PMS account has been already activated.

No. Separate demat account will be opened in Investors name under our designated custodian under PMS code.

Kotak Mahindra Bank has been appointed as a custodian.

The client may withdraw partial amounts from his portfolio, in accordance with the terms of the agreement between the client and the Portfolio Manager. However, the value of investment in the portfolio after such withdrawal shall not be less than the applicable minimum investment amount of 50 Lacs as mandated by SEBI.

Money will be credited your linked bank account within 5 to 7 working days. Client has to submit cancelled cheque or bank statement along with partial/closure form.

The services of a Portfolio Manager are governed by the agreement between the portfolio manager and the investor. The agreement should cover the minimum details as specified in the SEBI Portfolio Manager Regulations. However, additional requirements can be specified by the Portfolio Manager in the agreement with the client. Hence, an investor is advised to read the agreement carefully before signing it.

Yes. All investments involve a certain amount of risk, including the possible erosion of the principal amount invested, which varies depending on the security selected. For example, investments in small and mid-sized companies tend to involve more risk than investments in larger companies.

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Marathon Trends Advisory Private Limited Office No.- 602, 6th floor, Landmark Platinum, Plot No. 337/338, Corner of S.V Road & 34th Road, Khar (W), Mumbai - 400052