Private Client Resources
Jyothi Agarwal is an accomplished professional with extensive experience in operations management within the financial services sector. Currently serving as the Assistant to the Vice President Operations at PCR Financial Aggregation since November 2024, Jyothi acts as a key liaison for high-net-worth clients, ensuring efficient communication and accurate data reporting. Previously held various leadership roles including Vice President Operations at CSC, where portfolio operations and reconciliation for multiple fund types were managed, and roles at J.P. Morgan and Morgan Stanley, focusing on fund accounting and operations. Jyothi's career includes significant contributions in process supervision at Deutsche Bank and as a Research/Content Analyst at Thomson Reuters. Educational qualifications include a Bachelor of Commerce from Bangalore University and a Diploma in Business Administration from The ICFAI University, Tripura.
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