Generally speaking, financial advisory service could be summarized as professional assistance regarding money management, and it could serve you for a specific purpose. For example, if you want to save money for a big house or your retirement, you probably need a financial planner to help make up a comprehensive plan. And a professional help with your tax management could also be regarded as financial advisory service.
More importantly, amid the accumulation of fortune of both individuals and institutions, the concept of hiring a professional financial advisor is gaining great popularity never seen before. People usually go for financial advisory services for the following merits and reasons.
The first and foremost benefit of hiring a professional financial advisor is the expertise, with which he/she is able to make the wise decision for you. The wise financial decision will not only help to achieve your financial goal, but also prepare an individual for turbulences and get resilient in times of uncertainties like the COVID-19 health crisis.
- Customized Services
A professional financial advisor will not always follow the pre-designed formula, but is more disciplined to custom the financial plan that best meets your requirements while suit your financial status. And only in such a way will your financial returns possibly be maximized.
- On-going Monitoring
Once the financial strategy is finalized, it requires constant monitoring to make sure that it fits into the then-current financial environment to avoid unexpected and uncontrollable losses and maintain the returns at a normal level. It will also be the responsibility of a professional financial advisor.
Mr. Rani Jarkas is a highly experienced and accomplished financial services executive, with over 23 years of international financial services experience. Currently, Mr. Jarkas is the Chairman and CEO of Cedrus Group, a global boutique investment firm headquartered in Hong Kong and Zurich, specializing in Asset Management, Financial Advisory Services and Private Wealth Management.