Investments
Bring holdings, cashflows and investment performance together across eight supported asset classes and your authorized entities.
ExploreTHE PRODUCT
Investment oversight. Treasury control.
Sanchay brings investments, cash, borrowings, risk and policy into one platform for family-office finance teams and enterprise treasury teams.
Family Office Plus
Investment management with the treasury capabilities around it.
Track the portfolio and the commitments that sit alongside it: incoming investment cashflows, available cash, borrowing payments and internal limits.
Your organization’s workspace can include multiple entities and users. Authorized teams can review one entity or a consolidated view without assembling a new spreadsheet for each discussion.
How access and approvals work
EXPLORE THE MODULES
Connected information for the treasury day.
Cash & liquidity
Organize recorded balances, movements and forecasts so your team can review liquidity with the right entity and time context.
ExploreBorrowings & debt
Track borrowing facilities, drawdowns, repayments and the terms that shape your funding obligations.
ExploreFinancial risk
Bring concentration, counterparty, liquidity and refinancing information into a structured treasury risk review.
ExplorePolicy & compliance
Maintain treasury policies, evaluate configured rules and review utilization and exceptions across supported modules.
ExploreReports & audit
Bring module reports, supporting records and approval histories together for management and audit review.
ExploreEight investment asset classes.
From fixed deposits and mutual funds to inter-corporate finance and managed portfolios, explore what each supported investment workflow covers.
LET’S TALK TREASURY
A clearer view starts here.
Explore how Sanchay Treasury OS can work for your team.