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FX & Treasury Advisory Services

FX & Treasury Advisory Services

FX Advisory

We Solve your Problems

Our endeavor is to ensure that a firm’s operating profit is not eroded by FX losses. We help establish a systematic process for hedging that can be followed on a consistent basis that is flexible enough to benefit from the market opportunities that come along. Our goal is to ensure that FX considerations are a part of the business decision-making fabric. This approach has helped us add value not only at a transactional level but also at an overall strategic level for our clients.

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Are you an Exporter/Importer?

Are you looking to outsource your FX and treasury operations?

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Are you an FPI or Private Equity Fund?

Are you looking to hedge your currency risk or generate alpha from currency management?

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Are you an MD or CEO?

Do you want to upgrade the FX and treasury skills of your team?

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Are you an MNC?

Do you plan to automate your global hedging mechanisms and implement a risk management policy to support multiple currencies and multiple locations?

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Are you a CFO or Treasurer?

Do you want to raise an ECB and audit your entire treasury process, charges, etc. to ensure that you are at par with industry standards?

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Are you an HNI, FPI or Family office?

Do you look at currency to generate alpha and consider it to be an alternative asset class to invest in?

Client Testimonials

Mr. Vijay Agarwal

- Chairman, Creative Textile Mills Pvt Ltd, Mumbai

We have been associated with IFA Global for 4 years now. I can only tell that they have taken away a lot of my burden from foreign exchange. Previously, whenever I used to do; half of my time would go into analysing whether the market will go up or down. Now I am free, these guys are taking care of it very well. Transparent, Honest and Hard Working, can’t get better than this.

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Mr. Vanjinath

- Managing Director, Cotton Concepts Pvt Ltd , Coimbatore

I have been associated with IFA Global for few years and have got great service so far. I am filled with a lot of information which helps me in the industry. The team has been professional and helped me in every single bit to understand how the market works. Especially when we deal with our own business, we do not understand the nuances of how the forex market works. The team has really broken down every single thing that is required when it comes to how the market performs or how we could utilise the benefits of forex in our business.

Right from bringing down my bank interest rates to negotiating with banks in terms of all conversions & rates; everywhere they have given me benefits in business. And, that is where I see them add value. I would recommend IFA Global for all their support.

IFA

Mr. Senthil Kumar

- Chairman, BKS Textiles Pvt Ltd, Coimbatore

Since the last few years, frankly speaking we have forgotten what we are supposed to do about our foreign currency transactions. We have left everything to IFA Global. We are comfortable and can devote our time to other things. We also feel by large we have made reasonable profits on FX transactions. Service wise, it has been a very good experience. Without asking, we have received the right advice at the right time so that we can remain in our business as competitive as we can. Happy with their services and would like to add & avail more services like Treasury Audit etc.

IFA

Mr. Shailesh  Shah

- Executive Director, Sonic Biochem Extractions Ltd, Indore

We have been associated with IFA Global for more than 5 years. We are exporters and happy to inform that every morning we talk on business and we are able to make good decisions on Forex. We have good relationship with the firm and the people of the firm. Able to discuss and share our business as well as personal issues. People in the firm are excellent at large.

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Explore Our Expertise

IFA Wealth Creation

IFA Wealth Creation

IFA is the pioneer of FX Managed Account Services in India. It offers investors an opportunity to participate in FX as an asset class. IFA executes trading strategies on behalf of clients using its proprietary quant based model.

Our Research Coverage

Our Research Coverage

The Academy is our endeavor to create an ecosystem that fosters learning and knowledge sharing within the treasury community. It is an ideal platform to upgrade one’s skills and learn the intricacies of treasury management from experienced industry professionals.

Treasury Elite

Treasury Elite

Treasury Elite (TE) is a not-for-profit forum conceptualized exclusively for entrepreneurs, treasury and finance professionals to facilitate sharing of knowledge and information pertaining to every aspect of treasury management.

FX Advisory Faqs

Yes, we offer advice on external commercial borrowings right from the fundraising process and tenure to the final negotiation with your bankers.

You need to have proper approvals and limits setup with your bank. For a detailed understanding, you can contact our relationship managers via email/chat.

The advisors and the senior management are pro-active in making sure that proper hedge ratio sheets are maintained and delivered to the clients on periodic intervals.

It is generally seen that export companies can improve 1-1.5% of their top line on an average by using our FX advisory and audit services. We can help you realise better rates in the market based on our solid research, appropriate negotiations and round the clock vigiliance in the market.

We have a dedicated team to manage a corporate's commodity risk. They can help build the right strategies with the right bank and help you attain necessary approvals.