Elevate Your Surplus Management Strategy with Our Proven Portfolio Construction and Risk Management Expertise to Optimize Portfolio Yields
Specialized Guidance and quality service
We help determine the appropriate levels of cash, cash equivalents and other fixed income instruments to allow businesses the ability to meet their financial obligations with ease, and proactively mitigate risks.
Treasury Management
Superior treasury & surplus management
HOW CAN WE HELP YOU
We offer a range of specialty services for corporates
Consultation
Comprehensive review of business objectives , financials, and current portfolio during initial consultative conversation.
Expert portfolio customization with advanced analytics and research
Curated portfolio recommendations based on in-depth research and tailored asset allocation using advanced analytics
Risk- Focused Portfolio Review
Constant monitoring of portfolio with focused on yield enhancement and stringent risk mitigation
Diverse Product suite
We offer our clients a wide range of fixed income options, including high-quality fixed deposits, NBFC deposits, commercial paper, non-convertible debentures, market-linked debentures, and mutual funds.
Investment Policy construction and risk mitigation
Our experts help clients create a comprehensive Investment Policy to guide their investment decisions and manage risk. The policy includes guardrails on asset classes, concentration, liquidity, and other portfolio parameters to ensure efficient risk management.
In-depth analytics
Detailed dashboards and proprietary analytical tools give clients an immediate view of their portfolio, performance, risk parameters, and ensure adherence to the Investment Policy guardrails.
State of the art technology
Our cutting edge technology platform provides our clients with cost effective, seamless transaction fulfilment. Our clients also get the best-in-class analytics on their portfolio.
WHOM WE SERVE
Expert-Guided Investment Solutions Tailored for Corporates, Family Offices, HNWIs, and Start-ups.
We specialize in providing customized solutions and adopting unique approaches for different sectors in order to deliver the best possible outcomes for our clients.
WHY US
Right targeted sales for higher revenue
CorpCare offers a variety of tactics to ensure that your surplus is sold to the right purchasers through the right channels for the best possible return.