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Wealthy Nivesh – Trust. Simplicity. Growth.

Treasury Management 

Manage your treasury in a digital and tax effective manner

Treasury Management

Enhance Your Treasury To Accomplish Financial Excellence!

What we do

We manage end-to-end treasury for our corporate and startup clients. We match their cashflows with the duration of our investment options, and optimise post tax yield on their funds. We offer a seamless digital platform for transactions and portfolio monitoring for all our corporate clients. 

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Corporate Treasury

Connect with us to seamlessly manage risk and returns in your corporate treasury funds.

Startup  Treasury Management

Connect with us to manage your startup cashflows and working capital in a seamless digital manner.

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 This is how we work!

When a client first gets in touch with us, we start the process with-

Understanding your Requirement

Understand your financial goal, risk appetite, taxation, and current asset allocation

Analysing their portfolio

Then we conduct an in-depth investment portfolio review for their current portfolio

Preparing a Road Map for you

Bringing your existing and future investment in sync with your requirements.

End-to-End Execution

Complete execution for minimal effort from your end

Regular Review

Ensuring alignment of internal( Tax & financial objective) and external ( market of economic condition)

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