Risk Management | Business Loans | Wealth Management.
We specialise in Treasury & Risk Management and we help Exporters & Importers to increase their Business Profitability by upto 4% of the outstanding Exposure in just 3 months by our unique 4 step process
Step 1 – Professional Risk Management
Step 2 – Finance Cost Reduction
Step 3 – Balance Sheet Optimisation
Step 4 – Yield Enhancement on Liquidity
So if you have an outstanding Exposure of 25 crores, we can improve the profits by up to 1 crore in 1 year
We use our Financial strategies and proprietory Risk Management tools to achieve the desired results.
Our Team
We are having a team of Treasury & Finance professionals
Rajat Prasad – CEO
A certified Treasury Professional having 30 years of experience in Financial Markets. He has experience as
- Global Treasury Head of a 6500 crore Multi National Company
- Head Treasury – Forex – Bank of India Treasury
- I T Specialist – Bank of India – U P Zone
Kapil Khandelwal – CFO
A Chartered Account having 22 years of experience in Fund Raising and Balance sheet Management. He has an Experience as
- Chief Financial Officer – 5000 crores Multi-National
- Aditya Birla Group
- Dainik Jagaran Group
We are offering a FREE 30 Minutes call for Exporters / Importers with our CEO
SERVICES
RISK MANAGEMENT
Companies having Export & Import businesses are exposed to currency Risk & interest rate Risk.
Managing Risk is a full-time activity and needs to be managed by professionals.
All Big companies have an in-house treasury that manages the business risks efficiently and generates additional profit for the organisation.
Having an in-house treasury is not feasible for small and mid-size companies as it is very costly to set up and maintain a professional treasury setup.
We have come up with a unique solution – Treasury Outsourcing.
BUSINESS LOAN
All companies require finance for starting a business, expanding it or to fund the gap between inflow & outflow of funds (working capital).
To ensure success while running or expanding a business, it is important to have access to all the available resources.
Every business requires additional funding during the process of expansion or while dealing with the overseas / local suppliers and customers.
We help them manage all these situations with our scalable solutions with the dynamic nature of business environment. We help them move forward with innovative and bold ideas with full range of trade finance services.
WEALTH MANAGEMENT
We Consider wealth management as a challenge and hence provide financial consultancy and syndicated products, which deliver value beyond customer expectations.
We offer you comprehensive financial plans with objectivity and independence. We also provide you with the second opinion on your current investments and remodel those investment strategies which create maximum value for the investment.
Our approach to investing focuses on preserving capital and structuring high quality, diversified portfolios that generate strong risk adjusted returns over time.