Corporate treasury is a crucial function responsible for the success of any corporate. It not only supports the business activities but also holds the important responsibility of optimizing overall cost and funding.

At Wealth First, we have developed a systematic approach for corporate advisory that covers the entire investment process from defining the objectives to building the long term plan. Our strong experience of working with large number of corporates and constant research allows us to provide comprehensive treasury solutions. The focus is to spend less on borrowings, earn more on investments and manage realization of flows.

How we work

 

1. Listening to understand client’s concerns, goals, needs and desires.

2. Analyzing information and developing alternatives to consider.

3. Planning with clients for sound solutions.

4. Implementing the financial investment plan.

5. Monitoring to ensure that the client stays on track.