Strategic Forex Solutions for International Trade
Tailored Forex Treasury Management for All your Cross-Border Transactions
Managing forex risk is critical for importers, exporters, and businesses engaged in cross-border transactions. Valufin offers expert treasury management solutions to safeguard profits and optimise currency strategies.
Outsourced FX Treasury Management
Simplifying Forex Risk Management
We empower businesses—including SMEs, importers, exporters, and multinational corporations—to navigate global currency markets confidently and efficiently.
Managing foreign exchange risk is a critical challenge for businesses involved in cross-border trade. Without proactive strategies, currency volatility can eat into your profits, disrupt your cash flow, and create obstacles to sustainable growth.
At Valufin, we help businesses overcome these challenges with tailored forex solutions. With decades of expertise, we deliver practical, tailored solutions that simplify forex management and safeguard financial stability.
Whether you’re struggling with limited hedging options, budget constraints, or knowledge gaps, we provide the tools and guidance you need to navigate volatile currency markets with confidence.
Our Services
Tailored, Independent Forex Treasury Solutions
Are you struggling to manage the complexities of foreign exchange risk in your cross-border transactions? Whether you’re an SME, importer, or exporter, we understand your challenges when navigating volatile currency markets. We offer tailored forex solutions to help you navigate those challenges.
Foreign Exchange Advisory Services
Strategic forex risk management to align your business goals with currency market opportunities.
Treasury Management for SME's
Outsourced treasury solutions that provide corporate-level expertise to SMEs at a cost-effective scale.
Currency Reviews and Audits
Comprehensive assessments of your forex activities to ensure efficiency and risk mitigation.
Navigating Exchange Control Regulations
Expert guidance on regulatory compliance to ensure smooth and legal cross-border currency transactions.
The Valufin Advantage
Take Control of Your Forex Risk
Partnering with Valufin allows you to shift from reactive to proactive forex management. With decades of experience, advanced tools, and a client-first approach, we provide the support businesses need to thrive in global markets.
Independent Advice
Unlike banks, we are 100% advisory-focused, ensuring unbiased recommendations tailored to your business goals.
Cost-Effective Solutions
We provide SME-friendly services that deliver corporate-level expertise without the expense of maintaining an in-house treasury team.
Ongoing Support
Our team actively monitors the market, offering real-time insights and timely adjustments to your strategy as needed.
Education and Awareness
Our advisory services bridge the knowledge gap by providing guidance on exposure levels, risk strategies, and the best tools for your business.
How We Help
Understanding Our Services
Learn how Valufin’s services can transform your forex strategy. Our FAQs cover everything from costs to tailored solutions.
How is Valufin different from a broker or bank?
Unlike brokers and banks, which offer forex products with built-in margins and fees, Valufin is completely independent. We don’t handle transactions or touch your money. Instead, we work with carefully selected currency providers to ensure you get the best products, systems, and savings. Our advice is tailored to your business needs, free from the conflicts of interest that can arise with brokers or banks.
How much does Valufin’s service cost?
Our fees are structured to ensure our focus is entirely on what’s best for you—not on driving transactions. We charge either a monthly retainer or a percentage based on the value or gains achieved, depending on your specific needs. Typically, the savings and benefits from our service far exceed the cost, delivering a net positive impact to your bottom line.
What are the benefits of your bespoke software, Forex Risk Manager (FRM)?
Our internally developed Forex Risk Manager (FRM) software provides you with real-time tools to dynamically manage your currency exposures. It delivers full transparency on transactions, correct accounting, and detailed “what-if” analysis. By replacing error-prone spreadsheets, FRM reduces administrative strain and provides clarity and control over your forex activities.
How do you measure results?
During onboarding, we benchmark your current forex strategy, including rates and fees. Moving forward, we compare these benchmarks to the results achieved under the newly implemented strategy, clearly demonstrating the value we deliver.
What size businesses does Valufin work with?
Valufin works with businesses of all sizes, from small and medium-sized enterprises (SMEs) to multinational corporations. Our services are tailored to fit your business’s scale, complexity, and forex requirements, whether you’re managing modest forex volumes or navigating large-scale cross-border operations.
Can Valufin handle multiple currencies and jurisdictions?
Yes, Valufin specialises in managing multi-currency portfolios across multiple jurisdictions. Our expertise in international markets and exchange control regulations allows us to deliver seamless forex solutions for businesses operating globally, ensuring compliance and efficiency in every market.
What kind of reports can I expect from Valufin?
We provide a variety of reports, tailored to meet your needs. These include daily, weekly, and monthly performance reports, transaction breakdowns, risk exposure summaries, profit and loss analyses, and compliance documentation. All reports are designed to give you clear, actionable insights.
Can Valufin help us reduce currency volatility in long-term projects?
Absolutely. Valufin specialises in developing tailored strategies to manage forex risk over extended time horizons. For long-term projects, we implement forward-thinking solutions like hedging strategies and costing rate structures to stabilise currency impacts and safeguard your profitability.