How can we see the portfolio and shareholding of different PMS in India like Marcellus Investments, Stallion Asset, Aequitas investment Consultancy, etc. and their buy and sells?

Here are some of the ways to see the portfolio and shareholding of different PMS in India.

  • Directly from the PMS provider: Some PMS providers make their portfolio and shareholding information available to the public on their websites. This is the most accurate and up-to-date information, but it may not be available for all PMS providers.
  • From a third-party data provider: There are a number of third-party data providers that collect and sell information on PMS portfolios and shareholdings. This information is typically less accurate and up-to-date than information from the PMS provider directly, but it may be more comprehensive.
  • From a stock exchange: The stock exchanges in India require listed companies to disclose their shareholding information to the public. This information can be used to track the shareholding of PMS providers in listed companies. However, this information only includes shareholdings in listed companies, and it does not include shareholdings in unlisted companies.

Here are some of the third-party data providers that collect and sell information on PMS portfolios and shareholdings:

  • Trendlyne: A leading provider of financial data and analytics in India. They offer a variety of products and services, including information on PMS portfolios and shareholdings.
  • PMSBazaar: A website that provides information on PMS providers in India. They offer a variety of features, including information on PMS portfolios and shareholdings.
  • Morningstar: A global provider of investment research and data. They offer a variety of products and services, including information on PMS portfolios and shareholdings.

Please note that the information on PMS portfolios and shareholdings is not always accurate or up-to-date. PMS providers are not required to disclose this information to the public, and they may choose not to do so. Also the information that is disclosed may be incomplete or inaccurate. Therefore, use caution when using this information to make investment decisions.

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