Published on December 16, 2024
The ninth quarterly Tata Treasury and Investment Management Forum Meet, hosted by Tata Asset Management, took place on November 27, 2024, at MCA - Bandra East, Mumbai. The event brought together over 80 treasury professionals from more than 30 group companies for a day of insightful discussions and knowledge sharing.
Updates, outlook and best practices
The meet began with a welcome address by Deepak Deshpande, VP, Tata Business Excellence Group. Prathit Bhobe, CEO & MD, Tata Asset Management, followed with an address providing updates on industry investment trends and recent regulatory changes in the asset management space.
Thereafter, Rahul Singh, CIO, Equities, Tata Asset Management, shared his views on equity markets. He spoke about market valuations and delved into Tata AMCs investment philosophy.
Ridham Desai, MD, Morgan Stanley, India, then shared his thoughts on how the Indian economy has shaped up in the last decade and the implications of current government policies on the decades to come. He also explored global macroeconomic trends.
The post lunch session featured Kashyap Mody, Head - Treasury and Structure Finance, Jio Platforms, who shared actionable best practices in treasury operations. His presentation covered fund raising, treasury liability management, forex, investment and cash management.
The meet concluded with a session by Vishal Khandelwal, Founder - SafalNiveshak.com. He emphasised the importance of cultivating the right mindset for investing and highlighted the importance of starting the investment journey early in life to reap long-term benefits.
The exchange of ideas and experiences reaffirmed the Tata Treasury and Investment Management Forum’s role as a vital platform for collaboration among treasury professionals within the Tata group.
About Tata Treasury and Investment Management Forum
In line with group focus areas, TBExG has instituted group-level forums on internal audit, supply chain, data excellence, treasury, and investment management. TBExG, with the support of Group companies, organises quarterly best practices sessions on subjects of interest for the respective forum. These forums have brought together over 500 subject experts from more than 50 Group companies. Many companies have been able to leverage the learnings from these sessions to improve their existing processes.
The Tata Treasury and Investment Management Forum is a congregation of treasury experts from more than 40 Tata companies. Instituted formally by TBExG in 2023, the session at Bombay House (hosted by Tata Realty) was the eighth meeting of this forum.
For further details, please visit: https://www.tatabex.com/best-practices/sme-forums