Treasury Management
We aim for strategic, tactical, and operational efficiencies. Over the years, we've found that consistently successful treasuries focus on risk management, follow established processes, and employ technology efficiently.
It is designed to achieve the goal of having the workflow consistent between the front office, the mid office, and the back office. The ultimate goal is to have the firm's treasury function as the nerve centre for determining, monitoring, and minimising the risks to which the company is exposed.
Service Offerings
FX Advisory and Treasury Outsourcing
This is where Clients entrust IFA with managing their entire treasury function, end to end. Treasury management is a niche and highly specialized domain. IFA has a highly specialized team of treasury professionals comprising of ex-bankers, treasurers , dealers, Research analysts and Accountants. Several clients therefore entrust IFA with managing their entire treasury function, end to end.
FX and Treasury Management Software
IFA’s treasury management software helps Streamline and Standardize your treasury workflow. This is a cloud based solution developed to address the challenges in treasury management that we understand are typically faced; based on our interactions over the years with importers and exporters across sectors, geographies and with diverse scale of operations.
Business Transformation and Performance Improvement Services
IFA aims to drive efficiencies Through Radical Rethinking of Finance Strategy, Automation of Operations and overall revenue and profitability optimization. We aim to bring in efficiencies on the strategic and operational front to enhance the ROI of firms.
Treasury Investment Policy for Corporates
After thoroughly understanding the risk profile and investment objective of the client, IFA documents a comprehensive investment policy addressing every risk associated with an investment i.e. credit risk, interest rate risk, FX Risk (if applicable), reinvestment risk, liquidity risk.
Who We Serve
IFA Global offers clients specialized treasury consultancy. Our programmes and services are tailored to any of these consumer groups. IFA Global's solution suite is a one-stop treasury consulting service for large or small businesses.
Export and Import Companies
Foreign Institutional Investors
Global Trading Firms and MNCs
Fintech & Ecommerce companies
HNI and Family Offices
Private Equity
