Independent Treasury Consulting
Independent treasury consulting services
At Xirr.in , we offer independent treasury consulting services to help clients manage their investment portfolios with a focus on capital preservation and risk management.
We work with clients across various sectors, including corporates, non-banking financial companies (NBFCs), trusts, and startups. Our experienced team of treasury consultants provides tailored solutions that are aligned with your investment objectives and risk appetite.
Our Services
We offer a range of services, including
Investment Advisory Services
- Second opinion on products offered
- Shortlisting from various options
- Independent performance report on company portfolio
Treasury Advisory Services
- Treasury policy review and design
- Cash flow forecasting and liquidity management
- Debt portfolio management and optimization
- Interest rate risk management
- Treasury technology advisory
Portfolio Review Services
- Portfolio analysis and review
- Performance attribution analysis
- Compliance and regulatory review
Our Approach
We take a collaborative approach to understand your specific requirements and design solutions that are tailored to your needs. Our goal is to help you achieve your investment objectives while mitigating risk and ensuring regulatory compliance.
Solutions
We pride ourselves on providing unbiased advice and independent recommendations that are not influenced by any financial institution or counterparty. Our focus is solely on providing solutions that are in the best interest of our clients.
Get in touch with us to learn more about our independent treasury consulting services and how we can help you achieve your investment objectives.