Rani Jarkas – Tips to get an appropriate financial planner

Financial planning is a comprehensive and critical element of the financial life. A good financial planner help clients take the stress out of setting and prioritizing goals, and map out clear strategies for achieving them. Therefore,finding an appropriateprofessional financial planner can benefit your financial status in many ways.


But how to find the right and trustworthy financial planner to suit all your needs? The financialplanner search and selection processgenerallyhas three broad components: the universe, a quantitative analysis of the performance track record, and a qualitative analysis of the financial planner’s investment processandoperations.


Mr. Rani Jarkas founded Cedrus Investments more than 18 years ago.This global 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. With its solid international operation experiences, its clients include tier-one institutions, family offices, governments and corporations in Asia, Africa, Australia, Europe, North America and the Middle East.


Being a new breed of financial services firm that has developed innovative investment vehicle, Cedrus Investments has 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.


Furthermore, Cedrus’ international financial services team is experienced at guiding clients toward their investment goals in both on-shore and off-shore environments. The members of management team all have held senior-level executive positions at world’s largest financial services companies and have decades of international experience, in all aspects of capital markets.They prudently offer a rare combination of proven strategies, innovative global products and personal attention. Also, through its partnerships with leading legal, insurance and tax professionals, Cedrus coordinates entire professional teams to fulfil the financial planning needs of every client.