Specialized Treasury Solutions

Master FX Risk. Optimize Treasury.

FX Smart supports CFOs and Treasury teams with structured FX risk management strategies, market insights, and practical advisory to help manage currency exposures with greater discipline and confidence.

More than 2 decades Trusted by corporates
FX Smart advisory and Treasury risk management illustration

Who We Are

Founded in 2019, FX Smart is a niche FX advisory services firm formed by senior professionals from Banks and top Industry executives.

The firm helps companies identify and capitalize on business opportunities. We offer practical solutions, in-depth expertise and implementation support to complex Treasury issues faced by our clients.

The team comprises professionals who bring more than 2 decades of deep functional and industry expertise in FX Markets and Treasury. The firm is known for its distinctive solutions, hands-on approach, and relentless focus on achieving the desired results.

Protect Business Margins

We help you lock in profitability with structured, cost-optimized hedging strategies.

Optimize Risk & Returns

Make informed decisions with deep visibility into market movements and Treasury exposures.

Our Service Offerings

FX Advisory
Hedge Accounting
Operations Consulting
Transaction Advisory Services
SaaS Based Platform
CFO Support & Operations

Leadership

Our team comprises seasoned professionals with deep expertise in FX markets and corporate Treasury.

Founder

Founder

Founder, FX Smart
Chartered Accountant 25+ years in FX markets 8,000+ Hours FX Training

Nilesh is a qualified Chartered Accountant and seasoned Treasury Professional, specializing in working with corporates across India for Treasury Solutions. He is responsible for the overall strategy and stewardship of FX Smart.

Set up the FX Desk at DBS Bank India in 2008; previously handled large corporate FX Treasury at HDFC Bank
Member of the Managing Committee at FEDAI, governing inter-bank forex business and liaising with RBI
Visiting faculty at IIBF Training Institute, developing professionally qualified bankers and finance professionals

FX Risk Management Advisory

Comprehensive Forex Strategic Advisory Services designed to bring discipline and optimization to your Treasury risk framework.

Risk Management Systems & Internal Controls

Laying down and amending dealing processes, manuals, and existing policies and procedures for Front Office operations.

  • Drafting/amending dealing processes & manuals
  • Front Office policies & procedures
  • Internal controls framework

Bank Relations & Market Intelligence

Keeping management apprised of banks' financial condition, projections, and forthcoming changes. Day-to-day functioning of central Treasury.

  • Daily, weekly & monthly market reports
  • Regular interaction & updates
  • Bank condition monitoring

Exposure Analysis & Hedging Strategies

Analyzing in detail the risks associated with foreign currency exposures and assisting to manage them proactively.

  • Risk analysis for forex exposures
  • Developing hedging strategies per exposure class
  • Evaluating strategies at appropriate intervals

FRMC Meetings & Strategy Reviews

Meetings at appropriate intervals to evaluate existing strategy and additional exposures vis-à-vis hedged positions.

  • Forex Risk Management Committee meetings
  • Open exposure hedging strategies
  • Strategy evaluation & recalibration

Knowledge Enhancement & Training

Creating a process of education, training, and professional development programs for Treasury Teams from currency markets perspective.

  • In-house training programs
  • Currency markets education
  • Resource mobilisation

CFO Support & Operations

Continuous partnership with your finance team to review hedge performance, adapt strategies, and optimize execution. We act as an extension of the CFO's office.

  • Bank execution margin audits
  • Monthly MTM & performance reviews
  • Strategic advisory support
Technology Platform

Meet TreasuryByte

TreasuryByte is a comprehensive SaaS-based Treasury Intelligence & Liquidity Optimization Platform designed to transform Treasury from a transactional function into a strategic decision-making center.

TreasuryByte Platform Dashboard
Live MTM Tracking
Real-Time Alerts

Platform Architecture

Liquidity Optimization Engine
FX & Risk Intelligence Platform
Treasury Control Tower
Capital Efficiency Enabler
Audit & Compliance Automation
Real-Time Decision Support

Business Impact

Optimized Cash & Liquidity Deployment
Reduced FX & Interest Rate Risk
Bank Limit & Capital Utilization Efficiency
Efficient Utilization of Working Capital Limits
Data-Driven Treasury Governance
Elimination of Manual & Excel Dependency

TreasuryByte transforms Treasury from a reporting function into a strategic financial command center.

Impact Delivered

Selected mandates showing how FX Smart turns Treasury complexity into measurable operating, liquidity, and financial outcomes.

TreasuryByte

Import LC Process Digitization

Large Renewable Energy Manufacturing Company

80% faster LC processing
440+ hours saved
₹6.6L annual savings
Read Full Story
TreasuryByte

Centralized Group Liquidity Dashboard

Diversified Industrial & Renewable Energy Group

Group-wide liquidity visibility
Single dashboard
No Excel consolidation
Read Full Story
FX Advisory

FX Risk Advisory & Hedging Optimization

Automotive Casting & Manufacturing Sector

$568+ Mn exposure managed
₹31.15 Cr savings delivered
~71 bps blended impact
Read Full Story
FX Advisory

FX Risk Solutions to Unlock Climate Finance

Climate Finance / Renewable Energy

Lower cost FX hedging
Long-tenor facility design
Global capital readiness
Read Full Story

Daily Market Reports

Stay updated with our latest FX market analysis and Treasury insights. Download our reports below.

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Reports are published on a regular basis. Check back for the latest analysis.

The CFO Advantage

Why leading Treasury teams trust FX Smart to navigate complex global markets.

01

Operational Visibility

Gain absolute clarity over organizational cash flows, removing silos between procurement, sales, and Treasury.

02

Disciplined Framework

Implement board-approved, rule-based risk management policies that eliminate emotional decision-making.

03

Financial Control

Reduce cash flow uncertainty, predict exact margin impacts, and improve overall working capital efficiency.

Trusted by Industry Leaders

"FX Smart transformed our chaotic Treasury function into a strategic asset. Their hedging strategies alone saved us immense margin erosion during recent currency spikes."

Global CFO International Manufacturing Conglomerate

"Deploying TreasuryByte gave us the single source of truth we'd been desperately missing. Tracking MTM and our various LCs is now seamless."

Head of Treasury Tech Hardware Exporter

"Their advisory is not just theoretical; it's highly actionable. They understand our business cycle and craft strategies that actually work in execution."

Finance Director Retail Import Group

Ready to optimize your Treasury?

Schedule a consultation with our advisory team or request a demo of TreasuryByte.

Contact Us Today