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Focus on streamlined returns, optimised cost
We work with corporate treasury teams, across sectors, that are at different stages of growth: right from startups to listed companies to financial institutions.
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Defining objectives: Analysis of cash flow requirements and working out an investment policy statement. This critical first step establishes investment goals and serves as a guidepost for future investments.
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Putting the limits in place: Creating necessary guard rails so that risk limits are not busted in ‘good times’.
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Shortlisting ideas from the investment universe: Identification of appropriate investment vehicles.
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Streamlined structure: Work with an objective to build a cost-balanced and optimised structure for treasury investments.
Differentiated approach for near term portfolios
We understand that corporate treasury investments may have a relatively shorter investment horizon. The need revolves around delivery of reasonable yields while ensuring adequate liquidity while smoothly navigating the dynamic investment environment.
Our approach aims at matching your
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From Bonds to AIFs and more*
Based on the investment horizon and goals, we focus on a 3-bucket approach for treasuries that focus on fixed income investments. This approach looks at creating a judicious blend of ‘cushions / insulators’ + ‘flexible strategies’ + ‘yield enhancers’ which may be required to navigate volatile markets. This includes:
Places to “hide” 
Manage duration risks 
Yield enhancers As an illustration, these could include ideas that avoid near term mark to market impact such as debt oriented or long-short AIFs, market linked debentures and rate reset-ideas.
This bucket may offer tranche entries into medium to long term, Government of India Securities/ State Development Loan roll-down strategies – essentially a prudent mix of high-quality accrual with reducing duration risk instruments.
This bucket refers to those ‘yield boosters’ such as Marked linked debentures, Alternate Investment Funds and other strategies.
A platform for performance insights
To track all your investments, the Centrum Wealth Wealthverse platform, available across Web and mobile, enables:
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Leadership Perspectives
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Business
Thinking Outside In: Part 2
Priya Kumar, Author, Motivational Speaker, and Screenwriter, reflects on the hidden mindset gaps between where organisations believe they are — and where they truly stand. We also feature a perspective that explores a deeper layer of leadership and storytelling: What she looks for beyond public achievements when writing someone’s story The common inner struggles leaders […]
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Thinking Outside In: Bonus Insights
Priya Kumar, Author, Motivational Speaker, and Screenwriter, reflects on the experiences that shaped her work across 17 published books. We feature a bonus question that brings out a more personal dimension of her authorial journey: Her three most significant memories from authoring 17 books The lessons that stayed with her beyond publication. Watch Now!
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Business
Thinking Outside In: Sandeep Das in conversation with Priya Kumar, Author and Motivational Speaker
Priya Kumar, Author, Motivational Speaker and Screen Writer, has spent 30 years answering that question—across 51 countries and 2,000+ corporates. In this episode of Thinking Outside In with Sandeep Das, MD & CEO, Centrum Wealth : Reading audiences in the first 60 seconds Creating markets from scratch Why boards keep getting culture wrong Watch Now!
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