Clients
We provide consulting services to treasury, family offices, and HNIs, fixed income portfolios, etc.
Largest B2B Marketplace
Advising on day-to-day treasury operations, including investments in G-Secs, SDLs, MFs, equities, and AAA-rated bonds. Optimizing short-term lending through TREPS and selecting fixed deposits for effective liquidity management.
Leading Industrial Engineering Firm
Providing strategic guidance on G-Sec investments, OIS trading, and portfolio risk management. Enhancing treasury efficiency through MIS frameworks and counterparty expansion for ISDA/OIS agreements. Supporting implementation of CROMS for risk oversight.
Tech & Digital Solutions Firm
Advising on capital allocation strategies for promoters and corporate funds, optimizing debt-equity mix, and selecting suitable financial products. Ensuring effective treasury management for sustainable growth.
Wealth Management & Investment Advisory Firm
Supporting the setup of a G-Sec trading desk, including TREPS implementation and ISDA agreements. Establishing a structured framework for efficient execution and risk management.
Emerging Wealth & Investment Platform
Advising on the establishment of a fixed-income desk, including hiring for operations, mid-office, and back-office functions. Structuring processes for seamless execution and risk control.