JB Equity Consultants

11 jb-1

Financial advisors & stock brokers, Pune

  • Developed methodology to calculate Net Asset Value (NAV) for complex client equity portfolios & capital holdings
  • Portfolio performance reported against market performance (NIFTY)
  • Automatic quarterly performance & annual advisory bill reports generated
  • Reports generated in pdf format, and emailed automatically to all clients

Equity Portfolio Analysis


Covid-19 - Ecotech's response to the pandemic
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