Marcellus Investment Managers Pvt Ltd manages assets worth Rs 4707.18 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 2 Large Cap and 2 Mid Cap schemes.
Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). During these six years, he was ranked amongst the top-3 UK Insurance analysts (Thomson Reuters Extel survey) in the mid-cap space. Since 2011, Rakshit led Ambit Capital’s consumer research franchise which got voted as No.1 for Discretionary Consumer and within top-3 for Consumer Staples in 2015 and 2016. He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18. Under his management, Ambit’s Coffee Can PMS was one of India’s top performing equity products during 2018.Qualifications :Rakshit has a B.Tech from IIT (Delhi) and is a CFA charter holder.
Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He was ranked in Starmine Analyst Awards 2013 and 2016 for his stock picking abilities during this stint. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018.
Prior to joining Marcellus, Tej worked at Mayfield, a Silicon Valley headquartered venture capital fund which manages $3Bn globally and $220Mn in India. Tej spent 2 years as a part of Mayfield India’s investment team covering multiple sectors and being at the centre of India’s evolving venture ecosystem. Prior to Mayfield, Tej was a part of the equity and capital markets team of Ambit Capital where he worked on executing IPOs, QIPs and buybacks.
Marathon Trends Advisory, led by CEO Atul, offers professional and proven investment services. With almost three decades of experience, Atul excels as a portfolio manager, having begun as a fundamental analyst at Parag Parikh Financial Advisory Services in 1991, gaining expertise in identifying high-quality stocks. Furthering his skills, Atul pursued a Masters in Banking and Finance in Sydney, delving into quant and technical analysis. Returning to India in the late 90s, Atul joined Birla Sun Life Securities, leading the Private Client Group business. In 2003, he founded Marathon Capital, focusing on trading Index derivatives, enriching his understanding of financial markets. Atul later joined RARE Enterprises in 2008 as an Analyst, gaining invaluable experience, laying the foundation for his own Portfolio Management Services (PMS) fund. Leveraging his vast experience, Atul manages Trend Following, PMS offering of Marathon Trends Advisory. His approach combines fundamental and technical analysis, with a deep understanding of market trends. This expertise enables our team to navigate financial complexities, delivering superior investment outcomes. Beyond finance, Atul’s passions – marathon running and scuba diving – shape his portfolio management skills. These pursuits instill discipline, perseverance, and adaptability, evident in his focused and disciplined strategy, adept at evolving market conditions. At Marathon Trends Advisory, we recognize Atul’s personal interests contribute to his holistic perspective as a portfolio manager. His love for marathon running emphasizes long-term goal-setting and commitment. Likewise, scuba diving fosters exploration, uncovering hidden opportunities translated into his investment strategies. Fuelled by a passion for the Indian markets, vast experience, and a well-rounded approach to investing, Atul and our team dedicate ourselves to helping investors capitalize on emerging trends, achieving long- term financial success. Trust in our commitment to transforming your financial goals into reality.
BCOM, CA