About Us
Finsight Global is a niche consulting firm specializing in the area of Treasury, Transaction banking, Global Markets & Foreign Exchange, Payments (domestic, cross-border), Cash Management, Working Capital solutions, and Digital transformation and ESG solutions.
Our expertise lies in providing strategic and operational advisory across Strategy, Product, Sales, Marketing, Research, Data Analytics, and Customer Servicing to clients across Banks, Insurers, Financial Institutions, Corporates, and Regulators.
Headquartered in Hong Kong, Finsight was founded by two seasoned bankers passionate about client centricity, helping clients grow, innovate and build a competitive edge through building market-leading solutions and services.
Having worked extensively across Asia in banks and other organizations, Rajat and the team possess deep experience and expertise of Asia Pacific across the various verticals. Importantly, We also incorporate the values of ESG with various solutions to value add to our clients experience while implementing the solutions we provide.
Our Mission Is Clear
We go deep to unlock insight and have the courage to act. We create value for our clients by delivering them best-in-class advisory and helping them grow, be future-ready, and develop a sustainable, competitive advantage.
Our Values
Trust
Prioritizing honesty, integrity, and accountability in all interactions with clients. Committed to providing unbiased advice.
Customer Centricity
Putting customers at the heart of everything we do. Committed to understanding your business and priorities.
Quality First. Always.
Delivering quality with every engagement. Raising the bar every time.
Think Big. Think Ahead.
Imagining the new possible, leading the way ahead. Boldly envisioning your future success.
Management Team
CEO
Rajat Mehta
"Favorite quote: "Education is when you read the fine print. Experience is what you get when you don’t" – Pete Seeger.
Profile:
Leading industry expert in Transaction Banking Foreign Exchange (FX) & Global Markets products with 28 years of experience in building teams to meet strategic goals & transformation.
Leading teams across APAC – Greater China, ASEAN, and South Asia.
Previous roles include Regional Head – Digital and Transaction for APAC; Head FX Sales, Global Markets India.
MBA from FMS Delhi and B.Com (H) from SRCC Delhi. Proud ex-Dosco.
Area of expertise:
Global Markets products for Risk Management.
Cross Border and Transaction Banking Foreign Exchange (FX).
Digital & Automation for Payments FX channels. Introducing Data Analytics & Actionable Intelligence commercialization.
Non-Financial Risks adherence, Centralized HQ/RTC set up for MNC and Institutional Clients, B2C and B2B channels & digital/automation. RFP bids and cost savings/implementation for clients.
Managing Director (ESG)
Urvikkumar Patel
"Favorite quote: “Everything can always be done better than it is being done” – Henry Ford.
Profile:
18 years of experience in the development and implementation of sustainability solutions in the oil, textile, and hospitality sectors.
Solutions derived from environmental impact analysis, social impact analysis and the need for compliance, leading to better financial feasibility in operations. Project handling in Gulf countries and India.
Completed over 300 projects with SMEs. Member of the Board of Advisory with the “Universal Carbon Registry”. Ph.D. from Sardar Patel University, Masters in Science from Griffith University.
Area of expertise:
The “E” in ESG and its implied associations with the “S”, Development of Water Stewardship programs.
Providing Architecture towards achieving Net Zero targets. Developing Incentive based Sustainability with Voluntary Carbon and Water Credits.
Personal: Passionate about Circular Economies and Nature. Life is like sports, you win when you are the best, you lose when there is someone better, what matters is how you play the game.
Managing Director (ESG)
Urvikkumar Patel
"Favorite quote: “Everything can always be done better than it is being done” – Henry Ford.
Managing Director
Rajiv Nanda
Profile:
Rajiv has 25+ years of experience in Consumer Finance Credit Operations including Credit Underwriting, Collections, Fraud management and Policy & Governance.
His experience spans across the United States, Europe, Middle East, Africa and Asia which has given him the opportunity to work with diverse cultures and businesses around the world.
He has worked with Genpact, GE Money, ANZ Bank and Standard Chartered Bank.
He has managed big Operations teams in Indonesia, Thailand and Singapore and has also held Regional and Global roles. In recent years, he has helped set up Collections process for a Digital Bank in Singapore.
Area of expertise:
His expertise includes developing and implementing strategies, transforming and improving process, driving productivity and digitization within and across different countries. He has a lot of experience in consolidating and migrating process to offshore locations.
He is a Green Belt in Six Sigma, certified in A3 and a Certified Scrum Master with a
lot of experience in project management and offshoring
Managing Director, Insurance Sector Solutions
Anita Yeung
"Favorite quote: “Don't limit your challenges, challenge your limits" -- Jerry Dunn.
Profile:
Anita has over 25 years of ground-up experience in the insurance/ reinsurance sector, both vertically and horizontally, evolving from marketing & communications to product proposition, then partnership development and business line start-up.
Area of expertise:
Products focus: Life, Accident & Health with significant involvement in medical insurance and ecosystem, Investment-Linked and Travel.
Distribution Channels focus: Agencies, Brokers and Direct Marketing both on-line and off-line.
Business line start-up and Transformation.
Managing Director, Insurance Sector Solutions
Anita Yeung
"Favorite quote: “Don't limit your challenges, challenge your limits" -- Jerry Dunn.