Antara Jatti

I’m a result-driven investment consultant and client relationship professional with over a year of experience in financial KYC, client onboarding, transaction monitoring, and portfolio management. I combine analytical thinking with strong communication to help clients stay compliant, confident, and well-served.

At Win Nest Private Ltd, I managed client onboarding and “Transaction punching,” performed “all the due diligence checks,” and monitored KYC processes over time (3 months, 1 year, and 3 years) to identify and mitigate risks. I also handled portfolio management for up to 200 individual portfolios, including 6 NRI portfolios valued between 1 crore to 5 crore, using publicly available records and online research tools to spot under-performing funds.

My work directly improved quality and accuracy: I increased KYC data completeness and accuracy by 80% by collecting missing or incomplete client information. I also prepared the company’s annual report by summarizing transactions and performances, and I helped reduce errors by 90–99%, while maintaining confidentiality of client documentation.

I’m energized by building long-term client trust—regular client interaction, loyalty-focused support, and product pitching based on mutual funds, unlisted shares, and PMS. I backed my foundation with an MBA (Finance) and certifications including NISM-VA (Mutual Fund Distributors) and NETWORK FP, and I’m always eager to take on new opportunities where risk control, client experience, and portfolio performance matter.