FX Risk Management for Banks and Financial Institutions

If you are an exporter you would be apprehensive at the weakening USD. Are you seeing an erosion of your estimated profits? Do you worry about how weak can the USD get? Can you protect your future profits? What are the best strategies and instruments? What cost will you incur for safeguarding your future profits?

If you are an importer you are happy with the weakening USD. How do you maximize the situation? Can you take any steps that will help you reap the future benefits of a weakening USD today?

Why QuantArt?




Why Should you attend this Training Program?

  • This is a customized program designed for strategy and decision-makers to stay on top of the present currency fluctuations.
  • This program blends the best of pedagogy with actual market experience. The faculty members are stalwarts in their area of expertise. Quantart has managed the exposure of corporates and maximized returns on the exposure.
  • The training is specifically designed considering the key challenges faced by senior management in treasuries of corporates and banks.
  • By focusing on the business issues behind the training needs, we can ensure that the content and focus are targeted 100% on the needs of the business.
  • Our trainers are among the few leading figures in FX Risk. Management with a wealth of experience in risk management.
  • We have successfully trained more than 500 senior management people and bankers, and we didn’t only meet but have always surpassed the expectations of participants
  • You become part of the 2021 Quantart Empowerment Programme. The objective of which is to empower Executives in managing day-to-day Foreign Exchange challenges through our training, webinars, reports, tools. You will also be able to ask us specific queries in these public forums.

Program Details

The US Dollar is weakening against every currency in the world driven by US expansionary monetary policy and in search of yield. INR also moved back to 73.00 levels after almost touching 77.00. There are predictions by many research firms that USDINR may move to 72.0, 71.0, or even 70.0 as USD weakness will continue amidst increased foreign inflow.

QuantArt brings a 100% online programme on Foreign Exchange Risk Management for Exporters and Importers. The programme will be conducted on the 17th & 18th August.

  • You will be able to understand the practical aspects of analyzing all the factors that drive USDINR. You will be able to make sense of the same on a regular basis.


  • You will know all the possible strategies, best practices, and will be able to deploy them effectively in your organization.


  • You will be able to design and execute export and import hedging strategies that are best in the industry.


  • You will be able to manage risk better


  • By implementing the strategies and principles discussed you will be able to bring in significant revenue and profitability boost as well as cost savings to your firm.


  • It will help in your present and future professional career.
  • Global Financial Markets and the World Economy (15th January 2021, 5:00 PM – 6:30 PM)

– Covers US monetary policy

– Global growth

– Trade dynamics

– Effects of the stimulus

– Future of Dollar


  • Fx Economics and USDINR Outlook formation (15th January 2021, 6:45 PM – 8:00 PM)

– Studying local and global factors that influence the Fx market

– And forming a view on USDINR.


  • Understanding Hedge instruments and Hedge strategies applicable for Exporters and Importers (16th January 2021, 10:30 AM – 11:45 AM)

– Forwards, Par Forwards and LTFX –  Pricing and regulations

– Options  & Option structures as applicable for exporters and importers.

– Natural hedge and loan into FC

– Hedge strategies like Budget rate targeting, Dynamic hedging, Laddering

– Regulations related to hedging


  • Strategies to manage specific Fx challenges of Exporters and Importers (16th January 2021, 12:30 PM – 1:30 PM)

– How to get the right cash, tom, spot rate

– Risk management best practices

– Specific case studies of few industries like Pharma, Auto, Textiles, Tech

– Excel worksheets as applicable

– Extensive Q&A

The course structure devised by us takes into consideration the varied needs of our clients, rendering it suitable for attendance by individuals with differing requirements.

The course can be attended by:

    • Bankers.
    • Analysts.
    • Treasurers.
    • Chief Financial Officers.
    • Controllers.
    • Financial Risk Managers.
    • Chief Risk Officers.
    • Chief Investment Officers.
    • Chartered Financial Analysts.
Zoom and Microsoft Teams are commonly used for conducting lectures online, however, it is important to note that we are open to customizing our approach to meet the unique requirements of our clients. Rest assured that we will strive to facilitate seamless delivery of educational content regardless of the platform used.

If you have any queries regarding the same feel free to reach out to us at [email protected]

or contact us on +91 7980 397803


Register Now

Meet Your Trainers

Samir Lodha

Samir Lodha

Managing Director

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Samir, the Managing Director at QuantArt, is an MBA graduate from IIM Calcutta and has over 20 years of experience in senior positions with forex treasuries of JP Morgan, HSBC, and ICICI Bank. He advises companies on forex, interest rate, and commodity hedging, and has conducted more than 100 training sessions across a wide range of institutions, from quasi-corporations to large corporate houses, MNCs and entities in the MSME sector. With his extensive knowledge of global markets, macroeconomic strategies, financial instruments, hedging strategies, hedge algorithms, price calculation, and risk-return optimization, Samir is a seasoned professional who brings immense value to his clients.

Vinod Garg

Vinod Garg

Managing Partner

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Vinod, the Managing Partner, is an MBA from IIM Lucknow with 20+ years of experience in treasuries in India and Hong Kong. He has previously held Executive Director positions in Goldman Sachs and BNP Paribas. Vinod is skilled in simplifying complex situations into hedge opportunities and has worked with large banks in India and Hong Kong. He has conducted training sessions on diverse topics such as corporate hedging, corporate treasury, and risk management, providing value to a wide range of clients from various backgrounds ranging  from quasi-corporations to large corporate houses, MNCs and entities in the MSME sector.

Srinivas Puni

Srinivas Puni

Managing Partner

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Srinivas, the Managing Partner at his firm, specializes in advising companies on Forex and Interest rate hedging. He is an MBA from IIM Bangalore and over 15 years of experience in structuring forex and interest rate derivatives with banks like JP Morgan, Standard Chartered, Yes Bank, and Axis Bank. He has conducted over 100 training sessions on various topics like FX management, risk management, and pricing techniques, providing value to clients from quasi-corporations to large corporate houses, MNCs and entities in the MSME sector. Srinivas’s expertise in the quantitative models used in derivative valuation and his ability to model complex topics such as CVA, DVA, and FVA demonstrate his comprehensive understanding of the subject matter.

Sandip Basu

Sandip Basu

Managing Partner

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Sandip is a postgraduate from BITS Pilani with over 25 years of experience in global markets. He started his banking career with SBI and went on to hold leadership positions in treasury at American Express Bank, Deutsche Bank, and ICICI Bank in India. Sandip also spent 7 years as an investment banker covering areas such as PE intermediation, debt syndication, and FX advisory. From 2014-2020, he served as Chief Treasury for Tata Steel Group, leading a large team with distinction. Sandip has conducted training sessions on a diverse range of topics, including FX options hedging and interest rate hedges, providing value to participants from various backgrounds in terms of positions and industries.

Past Participants

Reliance IndustriesReserve Bank of IndiaBloombergHindalco
Tata PowerTata SteelGrasimIdea
Sequoia Capital
KPMGMitsubishi ElectricGeneral Motors
IndusInd BankGE ShippingAdaniValvoline
CargillGlenmark PharmaEXIM BankCadilla
Renew PowerCyientCCILGarware Wall Ropes Ltd
HimadriGraphiteWest Coast PaperLarsen & Toubro
SPICSyndicate BankMercedes BenzSBI
ThyssenkruppONGC Petro AdditionsAXIS BankSumitomo Mitsui Banking Corp.
Siddhartha BankLouis Dreyfus Balmer LawrieSchneider Electric

Upcoming Public Training Programs

Option Trading: Strategies & Structure

Date:  5th July 2023, Wednesday

Time: 4:30 pm IST/ 11 am GMT

Managing Commodity Price Hedging

Date:  5th September 2023, Tuesday

Time: 4:30 pm IST/ 11 am GMT

FX Risk Management for Corporates

Date:  5th September 2023, Tuesday

Time: 4:30 pm IST/ 11 am GMT

FX Risk Management for Financial Institutions

Date:  5th September 2023, Tuesday

Time: 4:30 pm IST/ 11 am GMT

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Why QuantArt?





“The session is very informative and useful.”

Relationship Manager – Treasury, One of the Top 3 banks in India.

“The quality of presentation and content was great.”

Manager – Corporate Finance & Accounts, One of the largest agro-based company in India.

“The content was very apt and the quality of the sessions was good.”

Manager, One of the Big 4 audit firms.

“The session was very informative and insightful.”

CFO, One of the largest French MNC’s.

“Practical discussions rather than vague speculation. It was overall a good session indeed.”

Treasury Manager, One of the largest automotive sector in India.

“The training was very good and helpful and consistent. It was thorough and relevant.”

Sr. Executive (Risk Officer), One of the largest agro-based company in India.

“Risk Management – Chances of improving profitability as well as cost savings.”

GM – Finance & Accounts, Company specializes in manufacturing Air Handling Systems.

“The session was very interesting and interactive too”

Financial Controls and Process Improvement & CS, One of the largest manufacturers of high-quality engineering components.

Frequently Asked Questions

What kind of trainings do we offer?
We provide an extensive range of trainings related to finance, spanning from basic to advanced levels, available in both open-public format and tailored in-house training to meet the specific needs of our clientele.
What is the duration for the training programs?
The duration of the course depends on the modules which are selected for the training. This can be determined based on mutual discussion. Each module is to have 4-6 sessions and each session is 1.5 hours to 2 hours.
What is the mode of delivery?
Our open-public courses are conducted through online meeting platforms such as Zoom and are available for viewing at the convenience of the participant. Meanwhile, our flagship in-house training sessions can be conducted at a location of the client’s choice, tailored to their specific requirements.
What can I expect from attending your training programs
At QuantArt, our faculty members possess a collective experience of over 90+ years in the field of finance. This extensive expertise allows us to offer our courses in a highly practical and interactive manner, leveraging a variety of techniques such as case study analysis, group discussions, and exercises to facilitate effective learning.
How do I register?
There are two simple ways of registering

  1. For Public courses, you can select the course as per your preference and click Enrol Now button.
  2. To inquire about customized in-house training programs or for any other queries, feel free to reach out to us at [email protected] or contact us on (+91 79803 97803)
What happens post registration for a program?
1. Upon registering for a public course, you will receive a confirmation email confirming your enrolment in the designated program. It is expected that you attend the scheduled course on the specified date.. 

Additionally, should you require it, we can arrange to share the PowerPoint presentation and course material upon request.

2. For custom in-house programs, the course will be delivered in accordance with the agreed upon terms and conditions. Upon acceptance of these terms, the program will commence as per the agreed schedule. Although not every program has a certification component, this provision can be discussed and customized mutually.

What is the mode of payment?
The mode of payment is Direct transfer (NEFT/RTGS) or through our Payment Link.
Are there any discounts which can be availed?
The availability of discounts is optional. You may contact our team regarding this.
Who are your trainers?
The details regarding the trainers for our program can be viewed https://www.quantartmarket.com/about-us/


Do we receive certificates at the end of the training programs?
Not every program is certification oriented. However, This can be decided on a mutual discussion basis.


Can I have access to PPT / Recordings / Working Sheets, etc.?
Access to recording of sessions, PPT or workings sheets can be provided on request basis. You can also have the access to recordings of the program.


Is there any quiz to be organized during the session or post session?
Quiz can be organised before or after the particular session. This quiz will be organized to test the understanding, knowledge and learnings of the participants.


Got a Query?