Rani Jarkas Firm– Responsibilities of Financial Planners

If you want a well-defined “roadmap” to achieve your strategic objectives, address problems and enhance shareholders’ value, a financial planner is someone you should talk to.


Financial planning is a process of setting performance objectives, assessing assets and resources, estimating future financial needs, and making plans to achieve monetary goals. A financial planner will help you in a strategic manner in order to successfully maintain aprofitable long-term growth and value-added insights.


Agood financial planner understands principles of finance and financial planning, as well as income taxes, investments and securities, benefits planning, insurance, and much more. They can help clear up any financial uncertainty you may have about financial planning, taxes, or general money concerns or problems.You can expect a knowledgeable professional who can coach and guide you through financial decision-making.


Cedrus Investments, a global boutique investment firm founded by Mr. Rani Jarkas more than 18 years ago, 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.


Mr. Rani Jarkas, the Chairman and CEO, is a highly experienced and accomplished financial services executive and financial advisor, with over 23 years of international financial advisory experience.


Under the leadership of Mr. Rani Jarkas, Cedrus’ management teammembers prudently offer a rare combination of proven strategies, innovative global products and personal attention, providing clients with sophisticated financial solutions that enable them to meet their investment goals.Also, through its partnerships with leading legal, insurance and tax professionals, Cedrus coordinates entire professional teams to fulfil the financial planning needs of its diverse international client base.