Achieving clients’ financial goals is the ultimate target of a financial planner.
Competent financial planners can create a suitable investment allocation, help manage cash flow in more efficient manner, and continuously monitor accounts and business to see if either goals or allocations need to be modified and rebalanced.They are equipped with a range of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement, to coach and guide you with financial decision-making in a strategic manner to achieve profitable long-term growth.
With solid knowledge backgrounds and sophisticated understanding of financial markets as well as business lifecycles, a financial planner enables his client keep track of every stages and meanwhile have the flexibility to adjust with the latest market dynamics to align with the final goals.
Mr. Rani Jarkas founded Cedrus Investments more than 18 years ago. Thisglobal boutique investment firm is an elite international financial services provider to help both individual and corporate clients achieve personalized premium financial plans. The firm is headquartered in Hong Kong, with offices in Shanghai, Beijing, Shenzhen, Jakarta, Cayman Islands and New York. Its clients include tier-one institutions, family offices, governments and corporations in Asia, Africa, Australia, Europe, North America and the Middle East.
As a highly experienced and successful financial services executive with solid track record in the international financial services industry, Mr. Rani Jarkas, together with his team, is well-equipped and dedicated to serve international clients with world-class full suite of financial planning services, including sophisticated and objective financial advices, customized investment plans and active asset management, to help them meet personalized investment goals in consistent with risk management and investment horizon goals.
The ability to act quickly to changing market dynamics, to capture unique investment opportunities and, most importantly, the flexibility to innovate on behalf of its clients, altogether enables Cedrus to provide the best-in-class financial planning servicesto fulfil the financial planning needs of its diverse international client base.