5^th Annual Treasury Management India Summit 2020

Franklin Templeton (India) is one of the largest foreign fund houses** in the country. It manages one of the most comprehensive ranges of mutual funds catering to varied investor requirements and offering different investment styles to choose from. It has offices in 39 cities and Collection Centres in over 100 locations across the country.

Franklin Resources, Inc. [NYSE:BEN], is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 165 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has over 70 years of investment experience and over $1.5 trillion in assets under management as of May 31, 2021.

** Source: AMFI Website (based on AAUM as on March 31, 2021)

Over the last 25 years, Kshitij Consultancy Services (KSHITIJ.COM) has become known for its unconventional take on forex hedging.

While most people say currencies cannot be forecasted, or worse, that it is not their job to forecast currencies, KSHITIJ.COM is the first and the only firm in India to publish a 15-year track record of its Dollar-Rupee forecasts, with 72% Reliability.

While the commonly accepted wisdom tells corporates that forex is not your business, KSHITIJ.COM says that managing forex risk is very much a part of the business for every importer/ exporter.

Again, while the textbooks tell corporates that if they have a “natural hedge”, they run zero forex risk and therefore need not do anything, KSHITIJ.COM has actually been earning a positive spread between the Import and Export rates for the last 15 years, profit which goes straight to its clients bottomlines; without trading or speculation, through pure hedging.

In the last 3-4 years, leading corporate treasuries with crack teams having the best of resources at their disposal, who never hired a forex advisor earlier, have started to rely on the services of KSHITIJ.COM because they bring something to the table that is not otherwise available in the market.

Finacle is the industry-leading digital banking solution suite from Infosys. Finacle helps traditional and emerging financial institutions drive truly digital transformation to achieve frictionless customer experiences, larger ecosystem play, insights–driven interactions and ubiquitous automation. Today, banks in over 100 countries rely on Finacle to service more than a billion consumers and 1.3 billion accounts.

Finacle solutions address the core banking, omnichannel banking, payments, treasury, origination, liquidity management, Islamic banking, wealth management, analytics, artificial intelligence, and blockchain requirements of financial institutions to drive business excellence. An assessment of the top 1250 banks in the world reveals that institutions powered by the Finacle Core Banking solution, on average, enjoy 7.2% points lower costs-to-income ratio than others.

Refinitiv, an LSEG (London Stock Exchange Group) business, is one of the world’s largest providers of financial markets data and infrastructure. With more than 40,000 customers and 400,000 end users across 190 countries, Refinitiv is powering participants across the global financial marketplace. We provide information, insights, and technology that enable customers to execute critical investing, trading and risk decisions with confidence. By combining a unique open platform with best-in-class data and expertise, we connect people with choice and opportunity – driving performance, innovation and growth for our customers and partners. For more information visit:

Chella Software Pvt. Ltd. (CSPL), incorporated in the year 2000, is a global provider of Fin Tech solutions to Corporates, Central Banks, Institutional Investors, Clearing Corporations, Stock Exchanges and Financial Market intermediaries offering domain intensive and technology intensive solutions related to financial markets. CSPL makes products in the areas of Treasury, Securities Trading and Settlement, Market Risk Management and provides custom solutions for large Financial Institutions.

Inventicon stands for Industries + Events + Ideas + Concepts. Inventicon Business Intelligence is the end result of a decade long effort by the founders in the space of business information. We develop sector focused informational conferences and training workshops. Our conferences revolve around current scenarios and opportunities in the global market place and provide timely opportunities for solution providers to meet their target market and for end users to take back key learning and experiences. Our events act as a point of convergence for senior industry professionals who strive for innovation, strategy and commercial drive. Delegates can expect to hear from industry's best practitioners, get in direct contact with regulators and stimulate high level discussions with peers. The training portfolio is dedicated to developing skill sets around complex workplace and functional issues as they need constant honing. Our in-house training offerings are particularly useful for companies who prefer a customized agenda.

The bespoke events portfolio aims at crisp round table discussions involving a targeted group of end users in a multi-city format. In true sense, we aspire to disseminate critical business intelligence to the rapidly growing corporate and institutional world in the country and not limited to a specific sector.