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Service 02 · FX Risk Management

The real FX gain or loss on every export bill is not the figure in your books.

It is the difference between what you realised and what your order was priced at.

That gap — cost rate to realised rate, measured on every bill — is the only number that tells you whether your FX management is protecting your export margin or quietly eroding it.

We track it, benchmark it against market performance, and advise accordingly.

The Measurement Layer

Every export bill has a lifecycle. We track the whole journey — not just the last step.

Every export bill moves through a lifecycle — confirmed order, invoice, shipment, bill discounting, realisation. At every stage, an FX position exists. Most businesses see only the end — the rate at which proceeds were credited. We track the entire journey.

Our bill management platform records every order, invoice, forward contract, PCFC loan, discounting entry, and realisation in one system. From that data, we calculate three performance numbers on every settled bill — simultaneously, every month.

Three-Method Framework

Three numbers, calculated on every settled bill.

The gain or loss in your books of account is only one of three ways to measure FX performance. Each answers a different question. All three, together, tell the complete story.

2 ACCOUNTING BASIS

The compliance number.

Realised Rate − Customs Rate

The statutory number your CA records in the books of account. Correct for compliance. Incomplete for performance management. This is the exchange difference figure in your P&L — and it does not tell you whether the margin was protected.

Statutory Number
3 OPPORTUNITY BASIS

The market benchmark.

Realised Rate vs. Best Market Rate
(Order → Realisation Window)

Realised rate benchmarked against the best rate the market offered during the full exposure window — from order date to realisation. Over 12 months, this reveals whether the hedging approach is well-calibrated or systematically leaving value on the table.

Benchmark Number
What The Engagement Includes

Live measurement. Applied research. Written policy.

◈ Live Rates & Independent Benchmarks

Live USD/INR and 26 other currency pairs — refreshing every 0.5 seconds.

Your team has access to live rates across the pairs that matter to your business, alongside live CCIL interbank benchmarks and forward rates across all tenors.

The market is visible on your side before every transaction — not just on the bank's screen.

◈ Live MTM & Real-Time Exposure

Every open forward contract, marked to market. Every order, mapped.

Live mark-to-market on every open forward contract. Real-time exposure position across your entire order book.

Performance tracked, reported, and used as the foundation for every advisory decision — not stored and forgotten.

◈ Research That Drives Decisions

Not a forecast. Advice, applied to your position.

Every week, backed by experienced market analysis, we publish USD/INR and cross-currency outlook — forward curve movement, macro triggers, and a specific framework for the next 30 to 90 days. Daily rate context when markets move. Monthly consolidation for the period ahead.

What makes this different: the research is applied to your exposure, your forward book, and your risk policy — not distributed as a general market view.

◈ Written Risk Policy

A rule — not a feeling.

We design a hedging policy specific to your business — your order cycle, your currency mix, your margin structure.

A written policy means every hedging decision follows a defined rule. It removes uncertainty from the most consequential financial decision your business makes every month — and gives your finance team a framework to execute without waiting for a call.

◈ Monthly Performance Review

A structured session built entirely from your numbers.

Every month we review your complete FX data — exposure position, forward MTM, settled bill performance against cost rate, upcoming realisation windows, and advisory for the next period.

This is not a report. It is a structured session, built entirely from your numbers.

◈ Accountability, Built In

Diagnosed and adjusted — if the data shows so.

If the monthly performance data shows underperformance against the market baseline, we diagnose the cause and adjust the approach — policy, hedge ratios, forward tenors, or product mix.

That accountability is built into the engagement — not left to the client to raise.

Our Performance Standard

Beat the market baseline. Every rolling twelve months.

Over a rolling 12 months, your blended realised rate should beat the market baseline — the simple average of daily spot rates during your exposure windows. We track this comparison every month and report it to you.

If the data shows underperformance, we diagnose and adjust. That accountability is built into the engagement.

We carry no banking products. We earn no commission. Our advice is formed from your data and measured against an independent market benchmark.

Send us your last three months of forward bookings and realised rates.

We calculate all three GL methods and show you the gap — at no cost, no commitment. Or book a 30-minute diagnostic call. We map your current exposure and show you exactly where the measurement gap is in your case.