Financial planning helps to understand the current financial status and create a proper long-term monetary goal with strategies to achieve such goals like increasing the capital, generating interests, etc.
The very first step to have a customized financial plan is to meet a good financial planner. The planner needs to have a thorough understanding of your monetary status, your family status, etc. in order to create a customized financial planning.
While what you want to achieve is also important, and that is the monetary goal of the financial planning. For example, if you want to save money for a big house. Then you may need to accrue the capital while increase the interests.
Then a financial planner will work out several strategies that are able to achieve such goals. And the only thing left is to follow your customized financial planning and wait until it is fully realized.
Cedrus Investmentsis such a financial planner that can provide customized financial planning to its clients. It is a global boutique investment banking firm founded by Rani Jarkas over seventeen years ago, specializing in asset management and financial advisory services.
Cedrus Investments is strategically headquartered in the Cayman Islands and Hong Kong and with offices prudently located in Shanghai, Beijing, Shenzhen Jakarta, New York and San Francisco, Cedrus is able to meet the needs of its diverse international client base.
Cedrus’ private wealth management offers private investors sophisticated and comprehensive Wealth Management Advisory Services and Asset Management Solutions. Cedrus services include offering clients access to top-tier investment products in the global marketplace, providing total portfolio management, developing customized asset allocations and making investment decisions based on unbiased, analytical research.
Cedrus utilizes a state-of-the-art, open-architecture platform and some of the most cutting-edge technologies in the marketplace. Cedrus’platform offers clients various advantages including global access, single account & multiple currencies, optimal execution, anonymous order execution and transparency.