Registration
Marathon Trends Advisory Pvt. Ltd. is registered with the Securities and Exchange Board of India as a Portfolio Manager under registration number INP000005722. Registration with SEBI does not constitute approval of the service, nor any guarantee of performance or returns.
Risk factors
Investments in securities are subject to market risks. Read all related documents carefully before investing. Past performance is not indicative of future results and does not guarantee future returns.
- The strategy is a concentrated, long-only Indian equity mandate. Concentration increases the impact of an adverse outcome in any single holding.
- The portfolio will diverge materially from its benchmark in both directions and for extended periods.
- The approach underperforms in sharp market reversals and in flat, directionless markets. Both are normal market conditions.
- Investment decisions rest with a single portfolio manager. This key-person dependency is a risk of the structure.
- The value of the portfolio may fall as well as rise, and an investor may receive back less than the amount invested.
Mandated documents
The following documents govern the service and take precedence over every statement on this website, including illustrative figures and descriptions of the process.
| Document | What it covers | Status |
|---|---|---|
| Disclosure Document | Service terms, risk factors, performance, fees and the portfolio manager's details | Published |
| Fee Schedule | Fee options, billing basis, exit terms and the illustration of charges | To be attached |
| PMS Agreement | The contract between client and portfolio manager | Provided at onboarding |
| Investor Charter | Rights, obligations and service standards for PMS investors | Published |
| Complaint Disclosure | Monthly complaint data, as required | Published |
| Privacy Notice | How personal data is collected, used and retained | Published |
- Entity
- Marathon Trends Advisory Pvt. Ltd.
- Registration
- SEBI Portfolio Manager · INP000005722
- Service
- Discretionary Portfolio Management
- Benchmark
- BSE 500 TRI
- Compliance contact
- compliance@marathontrends.com
- Registered office
- Marathon Trends Advisory
701A, Ramee Emeralds II
Linking Rd, Vithaldas Nagar
Santacruz (West), Mumbai, Maharashtra 400054
What this
website is.
This website is marketing material. It describes an investment approach and a service. It is not an offer, a solicitation in any jurisdiction where that would be unlawful, a recommendation on any security, or investment advice tailored to any individual.
Illustrative charts, portfolio holdings, weights and figures shown anywhere on this site are placeholders for design purposes unless explicitly stated otherwise. The strength board describes market ordering and is not a recommendation to buy or sell anything.
Nothing here creates a client relationship. That is created only by a signed PMS agreement following completion of KYC and suitability assessment.