Ways we help you stay ahead of currency risk.
From day-to-day hedging decisions to full treasury execution and regulatory compliance — explore how each service fits into your forex strategy.
Why it matters
Forex risk left unmanaged is a cost you cannot see — until it is too late. In today's liberalised currency environment, exchange rate volatility directly impacts margins, cash flows, and competitiveness. A structured approach — with clear policies, disciplined hedging, and independent advisory — is what keeps that risk from ever becoming a surprise.
Our commitment
We are committed to bringing clarity to complexity — combining market insight, disciplined analysis, and unwavering client focus to help businesses manage currency risk with confidence.
Forex Advisory
Expert guidance and strategic insight to navigate the forex market effectively — tailored to your business's specific exposure and risk appetite.
At the core of our forex advisory service is a thorough understanding of each client's business model, currency exposure, and risk appetite. We engage closely with clients to identify their objectives, assess their tolerance for currency volatility, and map out the structure and timing of their foreign exchange transactions.
We help clients build a comprehensive Forex Risk Management Policy — establishing a structured approach to identifying, assessing, and mitigating currency exposure. This includes setting risk limits, selecting appropriate hedging instruments such as forwards, options, or swaps, and assigning clear responsibilities for monitoring currency risk.
The forex market is constantly evolving, and so are our clients' needs. We conduct periodic reviews of strategies and performance, assessing effectiveness and making adjustments to align with changing market conditions.
Managed Treasury Services
We support your treasury with market monitoring and execution — reducing the operational load on your finance team.
In addition to Forex Advisory Services that help design the right hedging policy and strategy, our Managed Treasury Solutions go a step further — managing all treasury operations related to forex transactions, specifically forex hedging and currency conversions.
Leveraging our presence in the forex market and access to various platforms, we are well-positioned to negotiate competitive conversion rates with banks on behalf of our clients — meaning better pricing, reduced spreads, and improved transparency. We ensure banks adhere to agreed-upon margins, and any deviations are promptly flagged and escalated for resolution.
Based on a pre-defined strategy and agreed-upon levels, our dedicated team monitors the market in real-time and executes trades accordingly — maintaining an MIS report shared with your team for accurate recording and reconciliation.
Regulatory Advisory
Specialised guidance on RBI and FEMA compliance — so your forex operations remain fully within the legal and procedural framework.
We offer specialised regulatory advisory services to assist clients with specific issues related to RBI or FEMA compliance. Whether it's clarifying documentation requirements, reporting obligations, interpreting circulars and directions, or addressing unique transaction-related queries, our team provides practical guidance tailored to your situation.
We liaise with banks and regulatory bodies when needed, to resolve regulatory concerns efficiently and ensure your forex operations remain fully compliant and within the legal and procedural framework.
Forex Information Services
Timely, reliable market information delivered through daily emails, WhatsApp alerts, our SmartFx app, and our website — so you're always ahead of the curve.
In a world where forex markets are constantly evolving, having access to reliable and up-to-date information is invaluable. Foreign exchange rates are influenced by a myriad of factors — from geopolitical events to economic indicators — and even a minor fluctuation can significantly impact profitability and strategic planning.
Through daily emails, WhatsApp alerts, our SmartFx mobile app, and our website, we ensure clients have the timely and accurate market information they need to navigate the complexities of the foreign exchange market — supporting informed decision-making, risk mitigation, and long-term strategic planning.
Not sure which service fits your business?
Our team will help you identify the right combination — at no obligation.