Financial Consulting

Financial consulting helps companies to grow and focus on achieving specific financial management goals through subject matter expertise of the consultant. As a management team you would be setting goals or exploring ways to improve or even seeing the feasibility of new ideas. We seek to help companies by providing advisory in a few key areas, namely:

  • Treasury Management
  • Risk Management related to Banking
  • Foreign Exchange Transaction risk management

Treasury Management

There are new developments in the way businesses manage their finance to unlock value. We support our customers by providing the below financial advisory services:

  • Financing and banking structure – We understand your existing banking and financing structure and your needs as well as goals you wish to accomplish. Accordingly, we make suitable recommendations for bank rationalisation, alternate financing options like PE, SBLC or ECB.
  • Credit liaison services – We help you prepare the credit memo note to present your case for availing credit from Banks & FIs as well as assessing requirement of limits to help you fulfil the business goals. Additionally, if requested we interact with banks and financial institutions on behalf of clients.
  • Liquidity advisory – Assist in managing liquidity to make Treasury as a profit centre for the company as well as to avoid disruptions in payments which could present reputation risk as well as credit rating of the company. Service Page with Dropdown

Risk Management Consultancy

As you gear up for growth, it is vital for companies to evaluate and take adequate measures to ensure compliance. With the constantly evolving regulatory environment, it is essential for every business to keep the compliances up to date. The focus of BTBS is to support your company in smoothly navigating the regulatory compliance matters related to banking. The matters covered here include support for overseas transactions compliance covering External commercial borrowing (ECB), Foreign direct investments (FDI), Overseas Direct Investment (ODI), export and import transactions. We help through liaising with Banks & FIs with the necessary correspondence to resolve the matter and finding solutions for ensuring transactions are compliant.

Our key mission is to ensure your company can grow and expand business hassle free, with matters related to compliance taken care.

Foreign Exchange Transaction risk management

With the volatility in the Foreign Exchange (Forex) markets now, it necessitates companies to manage the Forex risk. BTBS adds value to your company in the following ways

  • Forex consultation – We help clients to develop hedging strategies for their overseas transactions as well as help improve margins for the clients.
  • Knowledge session – We conduct knowledge sessions with your team to understand how forex markets operates.
  • Forex dealing – We advise clients on how to manage their forex transactions better.