Atul Suri

CEO

Atul is passionate about the Indian markets and believes in its long-term story. He sees multiple trends playing out in the stock markets across sectors and wants to help investors create long-term wealth by investing in these trends.

In 2017, he launched his Portfolio Management Services (PMS)- Mega Trends, a PMS that embodies his philosophy of trend investing.

Career

Atul started his career almost three decades ago as a fundamental analyst with Parag Parikh Financial Advisory Services, one of India’s first equity research driven fund houses. There, he honed his innate skills in identifying high-quality stocks.

He was introduced to quant and technical analysis while doing his Masters in Banking and Finance from Sydney, Australia. He realized that combining quant and technical with fundamentals could lead to far better investing outcomes.

On his return to India he took up a position in Institutional Equity Sales with Birla Sun Life Securities, where he later set-up and led the Private Client Group business.

In 2003, Atul established Marathon Capital, a company focused on trading Index derivatives.

In 2008, he joined RARE Enterprises, a family office of Mr Rakesh Jhunjunwala, as an Analyst and managed an independent book.

His time with RARE was a period of rapid learning and growth, and set him up to what was to come – his own PMS Fund in 2017.

Atul today uses all his experience and investing acumen to manage Mega Trends, a Portfolio Management Service (PMS), offered through Marathon Trends Advisory.

Vineet Singh

Research Head

He is a co-promoter of Marathon Trends.

His passion for the equity markets made him switch tracks and he found an exciting opportunity at Marathon Capital in 2004. His area of expertise includes evaluation of investment opportunities, risk management, systems trading & development for long term stock investing and trade execution. Here he handles areas of risk management, equity investment and research analysis.

Vineet has extensive experience across the entire investment spectrum. For the last 16 years, Vineet has worked in areas as diverse as investment analysis, equity trading, commodity and currency trading, portfolio management, client relationship management and business development.

He was associated with Rare Enterprise, Mumbai, as trader, investor and dealer for Rakesh Jhunjhunwala, responsible for handling large-value trades in equities and other financial and derivatives products for top managers and other professional traders.

Vineet is a BCom from Pune University, and has an MBA (finance) degree.

Suyash Rajadhyaksha

Research Analyst

In his professional career, Suyash worked with Reliance Industries in different capacities like system design and project management. His passion for stock markets made him move away from the corporate world to equity investing. With an engineering background he has a strong analytical background and a passion for reading company financial statements. This makes him a perfect fit in a fundamental and quantitative research role at Marathon Trends. He has been working with the company since inception.

Suyash is a BTech from the VJTI in Mumbai, and has an MBA from the Goa Institute of Management. He has also done an Executive Program in Algorithmic Trading (EPAT) from QuantInsti Quantitative Learning Pvt Ltd.

Suyash has won several scholarships in his academic years, including the coveted JRD Tata Trust scholarship in his engineering.

Suman Kaushik

Quantitative Analyst

Advance Diploma in -Software Development

6 Years exp.

Her Job profile includes, analysing market trends, programming and back testing.

Quantitative and Fundamental data collection and filtration of this data to provide clean data for the research process.

To identify market trends using data available on multiple sources and platforms.

Coding using software’s to back test and identify investment strategies with good risk and return profile. Updating the investment checklist of all portfolio companies and investible universe.

Rajesh Castelino

Business Development

An MBA in Finance from Jamnalal Bajaj Institute of Management Studies, Mumbai.

He has more than 14 years’ experience in Investment & Wealth Management. His area of expertise includes Private Banking, Investment Advisory, Wealth Management, Financial Planning, Portfolio Management, Mutual Fund Distribution, Retail Banking, Relationship Management, Loans & Mortgages and Insurance.

Rajesh has worked with various organisations in the Banking, Insurance and Finance Sector namely, HSBC Bank, Axis Bank, Karvy Private Wealth & EmkayWealth.

He joined Marathon Trends in 2020 and his responsibility includes Sales, Marketing and Business Development.

Vidhi Gulabani

Client Servicing and Compliance

An MBA in Banking, Investment & Insurance Management from Welingkar Institute of Management and Research.

She brings over 15 years of industry experience to manage our client relationships and operations. She has served stints in companies like Motilal Oswal Wealth Management Pvt Ltd, Alchemy Capital Management Pvt Ltd. Her extensive role included handling various financial products transaction & operations like Mutual Fund, PMS and client servicing in wealth management. She played a major role in handling the team of client service executives. She also gained valuable experience in managing investments for HNI Clients.

Here in Marathon Trends Advisory Pvt Ltd, she handles client servicing, client onboarding operations, distributor enplanements and Compliance activity for the company. She has been working with the company since inception.

She is an epitome of service with a smile.

Click here to know about Our Process