Amar Jathar

About Amar Jathar

Results-driven financial services professional with 20+ years of expertise in Wealth Management, PMS Dealing, NBFC Operations, and Product Distribution. Currently spearheading PMS trade execution for multi-asset portfolios at JM Financial, ensuring seamless execution, SEBI PMS compliance, and portfolio precision. Skilled in HNI funding solutions (IPO, NCD, MTF), process automation, and cost optimization. Proven collaborator with Fund Managers, RMs, Custodians, and Risk teams to drive efficient, compliant, and risk-managed execution. Known for enhancing client service, streamlining operations, and leading high-performing teams.

Experience

1. Senior Manager - Pms Dealing

   JM Financial Ltd

   Jan 2025 — Present

   Lead end-to-end trade execution for PMS portfolios across multiple asset classes, including equities, mutual funds, bonds, and AIFs.• Collaborate with fund managers to translate investment strategies into real-time portfolio actions, ensuring optimal price discovery and market impact minimization.• Oversee order placement, confirmation, settlement, and reconciliation, liaising with custodians for timely execution, reporting, and NAV alignment.• Ensure adherence to SEBI PMS regulations and internal compliance protocols during execution and post-trade operations.• Liaised with RMs and custodians to ensure 100% settlement accuracy and T+1 compliance.

Education

• Diploma in Computer Application & Technology

  High School Diploma, Computer Programming, Specific Applications

• University of Mumbai

  B.COM., Accounts

  2000 — 2003