how can we help you?

Contact us at the Wealth Edge office nearest to you or submit a business inquiry online.

“WealthEdge Financial Advisory service is exceptional because it is always backed with great strategic insight. From the simplest financial accounting needs to more complex business planning, they always come up with solutions that understand the needs of the business.”

Ranjit Raina
Managing Director, RAD!CAL, Brandwidth Events Private Limited

Foreign Exchange and Treasury Services

At wealthedge we help the company manage and reduce risk arising out adverse currency movements by:

  • Assisting the client at a transactional level while dealing with the banks
  • Providing assistance on pricing and premiums.
  • Helping the client establish an optimal hedge ratio and providing alternate strategies.
  • Developing a comprehensive risk management policy
  • Daily updates of forex exchange rates on registered phone numbers by SMS.
  • Update to clients on different hedging strategies and alternatives permitted by the RBI  on an ongoing basis.
  • Conduct a multi point internal audit of the treasury function to locate and address any areas  of concern.
  • Suggest alternate banking solutions where required
  • Advise the client on various transactional banking and cash management processes.
  • Assist the client in implementing a more robust liquidity management policy
  • FEMA Opinions

Trade Services

Trade Finance.

We assist clients in securing the best trade financing arrangement from banks such as

  • Buyers credit
  • Suppliers credit
  • LC Discounting
  • Packing credit

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