CHAPTER -3

J MARATHON ADVISORY SERVICES PVT LTD

3.1 COMPANY INTRODUCTION

Background of the company

Megesh.M. started J Marathon, a financial consulting firm with its main office in Bengaluru,
in 2015. It has two locations: one newly opened in Hyderabad and the other in Chennai.
Having more than years of expertise in the financial services sector. They provide clients
with technology-based services to efficiently monitor their portfolios and assist them in
achieving their financial objectives. Being the most dependable, timely, and effective
provider of financial services is their main goal. A focus on educating and training people
about the global economy and honing their financial skills. It was created with the purpose of
aiding and advising those just entering the trading industry. They have designed the training
curriculum to make it easy for a layperson to grasp the financial market using their expertise
and years of trading experience. They strive to be a one-stop shop for financial needs and to
be a great resource for their learners, investors, and anyone seeking assistance with the stock
market, advisory services, training, and investments. Their one and only goal at Investor
Centric is to support clients with passion and integrity in order to surpass customer
expectations and forge long-lasting partnerships. They do this by offering the most lucrative
services to their clients.

2.2 Characteristics of the company

 A deep analytical aptitude, a passion for money management,
 professional Business skills
 The idea that parties' interests must coincide
 To be curious

2.3 Nature of the business

Financial consultants J Marathon offer advice and provide services to clients based on their
financial circumstances. The completion of specialised training and possession of a licence
are requirements for financial advisors in several nations. In accordance with their licence
and training, they frequently offer clients and consumers financial products and services.
These individuals might sell financial products, develop financial plans for clients, or do a
combination of the two. They also offer some opportunities for savings.
J Marathon is a business that offers financial services. J Marathon engages in a variety of
business ventures, including
 Training & Information Center
 Foreign Exchange Trading Advice

1
  Indian stock market advice
2.4 Vision and mission
Vision:
To give great services that are more than our clients' expectations and the most trusted and
renowned professional services company in the industry.
Mission:
By offering the greatest quality services and addressing all of the clients' financial-related
difficulties, to forge deep and lasting relationships with the clients.
2.5 Organisational structure
Here, the business employs a line organisational structure.

FOUNDERS

GCHENNAI: HYDERABAD:
BRANCH BANGALORE: BRANCH
MANAGER HEAD OFFICE MANAGER

↓ ↓ ↓

PORTFOLIO PORTFOLIO PORTFOLIO

MANAGERS MANAGERS MANAGERS

↓ ↓ ↓
ASSISSTANT ASSISSTANT ASSISSTANT
PORTFOLIO PORTFOLIO PORTFOLIO
MANAGERS MANAGERS MANAGERS

Ownership Patterns
PARTNERSHIP
Megesh M (founder & director)
Gopal Krishna (director)

2
Manpower
It is about the organization's human resources and how they support managers in the
expansion of the business.
The core strength of J Marathon, which comprises 15 workers and more than 300 interns
across all three offices, is their interns. Since the interns' backgrounds in marketing, analytics,
finance, and other fields are so broad, they can support the organisation with fresh ideas. The
majority of interns will be motivated and goal-oriented because their time at the company
will be brief.
2.6 Product/Service Profile
Financial Products
Advisory: Individuals' financial needs are evaluated, and the advisors offer guidance on
investments (such as stocks and bonds), tax regulations, and insurance choices. They advise
investments that align with the clients' goals and assist clients in making plans for both short-
and long-term objectives.
Health Insurance: Health insurance is a type of insurance that covers the policyholder's
medical costs. The policy holder may be covered for costs associated with serious illnesses,
surgeries, hospital stays, and other expenses depending on the health insurance plan selected.
They urge them to purchase insurance that is affordable.
General Insurance: General insurance or non-life insurance plans, such as vehicle and
homeowner's policies, make payments in accordance with the amount of loss resulting from a
specific financial occurrence. Any insurance that is not considered to be life insurance is
often referred to as general insurance.
Stock market: They provide a superior investment alternative to trade in the stock market to
help you determine your goals, risk tolerance, steady stock portfolio objective, and baseline
of knowledge for successful stock market trading, metrics, stock market orders, investment
account type, and where to buy stocks.
Financial Services:
J Marathon Manifest Wealth is a company that offers financial services. It offers the
following range of services:
Financial Planning:
You need to properly organise your funds if you want to satisfy your goals and future
commitments. This can be achieved through prudent financial planning that creates a road
map for addressing these projected demands while taking into account you’re present and
future needs, your unique risk profile, and your income.

Investment Planning: placing funds into the right investment vehicles in accordance with the
investor's priorities, time horizon, and future ambitions. This also considers liquidity, rate of

3
return, and the safety of the assets. The goal of sound investment planning is to enable the
investor's capital to generate profits over time.
Risk Management: The ongoing process of identifying, analysing, evaluating, and treating
loss exposures while monitoring risk control to lessen the negative effects of loss is known as
risk management. Although there are numerous ways that can reduce or eliminate risk, the
procedure for doing so is rather uniform. The first step is to identify hazards or dangers. The
vulnerability of important resources, such as information, to the identified risks is then
evaluated.
Techniques for reducing risk include:
 Avoiding loss-causing behaviours
 Reducing the frequency of loss-risk prevention.
 Lessening the impact of loss-risk mitigation.
2.7 Competitors

Star fing (star financial group): It serves as the main office for stock, share, currency, and
commodities brokerage in India. They have a retail-focused stock trading approach that offers
cutting-edge trading platforms and knowledge to a wide range of clientele.
Currentree: Its team is made up of specialists and advisers who have a wealth of business
knowledge and many years of expertise. It offers advice, consultancy, and training services.
They think that their clients', trainees', or programme participants' success can affect their
own.

2.8 Address and contact details of the headquarters

Headquarters: Bangalore, Karnataka
Industry: Financial Services
Corporate Office: 960/1, 5th cross, DM complex,
Opp VV Convention Hall
Babusapalya, kalyan Nagar
Bangalore-560043
Company contact info:
Website: http://www.jmarathon.in/
E-mail: info@Jmarathonadvisory.in
Telephone: 080-48507952

4
2.9 SWOT ANALYSIS
STRENGTH:
 The most important are training and consulting
 Focusing on providing clients with immediate benefits
 A focus on forging closer relationships with clients
 It is highly competent and professional personnel
WEAKNESS:
 There seems to be extremely little increasing awareness.
 Since it is a start-up, there is no reputation.
 A lack of confidence
 A shortage of trained workers
OPPORTUNITIES:
 The research of the external environment might identify a few fresh chances for
growth and profit.
 Introduction of new technology
 The lowering of trade barriers;
 The growth of emerging economies
THREATS:
 Expanded restrictions
 Trade impediments