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  • CFXGlobal
    • CFXGlobal
    • Create your own ML Model
    • USDINR Fair Value Model
    • Central Bank FX Rates API
    • Customs FX Rates API
    • Case Studies
    • Our Advisory Services
  • Investments
    • Investments
    • HDFC Long Duration DebtMF
    • Why Equity Funds
    • Top LargeCap Funds
  • Clients
  • About Us
  • More
    • Home
    • CFXGlobal
      • CFXGlobal
      • Create your own ML Model
      • USDINR Fair Value Model
      • Central Bank FX Rates API
      • Customs FX Rates API
      • Case Studies
      • Our Advisory Services
    • Investments
      • Investments
      • HDFC Long Duration DebtMF
      • Why Equity Funds
      • Top LargeCap Funds
    • Clients
    • About Us
  • Home
  • CFXGlobal
    • CFXGlobal
    • Create your own ML Model
    • USDINR Fair Value Model
    • Central Bank FX Rates API
    • Customs FX Rates API
    • Case Studies
    • Our Advisory Services
  • Investments
    • Investments
    • HDFC Long Duration DebtMF
    • Why Equity Funds
    • Top LargeCap Funds
  • Clients
  • About Us

Our Advisory services

Defining Treasury Strategy

Defining Treasury Strategy

Defining Treasury Strategy

Treasury Strategy is the most important component of Treasury Management and often the most neglected?

Due to our inherent DNA and our focus on Thought Leadership, we have the ability to build the right Treasury Strategy for your organisation covering Liquidity, Financing, FX & Investments.

Treasury Policy

Defining Treasury Strategy

Defining Treasury Strategy

Treasury Policy is the tool to implement the mandate provided by Treasury Strategy

We help you in creating the right Treasury Policy based on inputs from various stakeholders. The Treasury Policy clearly defines the mechanism of implementation of Treasury Strategy.

Board Presentations

Defining Treasury Strategy

Implementing Best Practices in Treasury Mgmt

Trusted Advisor including communicating to Senior Management 

We are able to provide unbiased advice on Treasury Management covering FX, Interest Rates, Commodities, Financing, Cash-Forecasting.

Implementing Best Practices in Treasury Mgmt

Implementing Best Practices in Treasury Mgmt

Best Practices in Treasury Management 

Due to our work with multiple clients across multiple Industries we have a good understanding of Best Practices in Treasury Management. We help clients in Gap Assessment and thereafter provide specific recommendations for implementing Best Practices in Treasury Management.

Cross-Border Exposure

Cross-Border Exposure

Are you still relying on banks to provide you advice on Cross-Border Exposure and hedging  ?

We offer unparalleled understanding of FX markets, Products & Regulations and can help in implementing the right Risk Management Approach for managing Cross-Border Exposure, Forex Hedging, Legal, Tax, Accounting, Compliance, Bank Negotiations, Documentation &Training.

Investments

Cross-Border Exposure

Are you confused due to innumerable options for Investments and are looking for unbiased advice?

We have proven expertise in helping clients maximise return on Investments and simultaneously implementing a structured approach for Investment Management.


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