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Financial Management

Wealth Maximisation

  • Risk Profiling

  • Portfolio Evaluation

  • Financial Goal Planning

  • Investment Planning & Placement

Resource Mobilisation

Trade & Other Matters

  • Need Analysis & Justification

  • Funding Advisory

  • Project Report / CMA Data / Financial Projection

  • Project Appraisal

  • Mortgage Advisory

  • Mortgage / Legal Documentation

  • Loan Disbursement

  • Bill Discounting

  • CC, Term Loans & Other Financing

  • Bank Guarantees / Letter of Credits

  • Import Remittances

  • Foreign Remittances

  • Export Documentation

  • Cash Management Solutions

  • Currency & Commodity Hedging Desk Setup

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