Rani Jarkas - A Brief Guide on Financial Advisory Process

1. Rani Jarkas - A Brief Guide on Financial Advisory Process “Financial advisory services, as one of the components of the financial system, are essential in order for a modern economy to work”, said Mr. Rani Jarkas, Chairman of Cedrus Investments, a global boutique financial services firm headquartered in Hong Kong. You may wonder how a financial advisor decides on the best investments and course of action and what financial advisory can do. In this article, Mr. Rani Jarkas, a sophisticated financial services executive based in Hong Kong, will breaks down exactly what financial advisory process includes, to help you understand the advisory process and how his financial services stand out as to both corporate and individual clients. Financial advisory is a delicate coalesce that covers several aspects in professional financial services. The process of financial advisory is designed to ensure clients with appropriate financial solutions that enable them to meet either short-term or long-term financial goals. For corporate clients, financial advisor will gather sufficient information through initial meetings and questionnaire with the executives of the companies to consolidate an in-depth research/analysis, creating a blueprint of the financial status and also the future prospects. A mandate will be created to work as the guidance of the follow-on financial services and implemented afterwards. On-going monitoring and timely adjustment with the consent of companies’ executives will be made to optimise the overall performance of financial advisory services over the service period. As an global boutique investment firm with successful tracking-record in facilitating the development of dozens of small-to-mid-cap companies with significant upside potential, Cedrus offer a full suite of complimentary services through its Financial Advisory Services team to its clients and enhance their corporate value by: Raising Capital for companies from Cedrus diverse pool of top-tier institutional investors from around the globe; - Increasing a company’s visibility with appropriate investors; - Diversifying client’s shareholder bases; - Developing custom research coverage; - And providing access to global business partners. - Similar to corporate clients, a financial advisor for individual investors synthesizes all the initial information provided by the clients into a comprehensive financial plan or an IPS (Investment Policy Statement) that will serve as a roadmap for clients’ financial future. The advisor will set up an asset allocation or a so-called portfolio that fits both risk tolerance and risk capacity. Then the portfolio will be implemented and the financial advisors will keep monitoring, including an assessment of both external and internal considerations. Being an independent financial services provider, Cedrus Investments is agile, nimble and innovative thus offering its clients with best- in class financial advisory services: the ability to achieve investment returns, finance, and close deals; access to unique and promising investment opportunities; successful customized solutions; the highest level of services in all its areas of specialization; and long term relationship based on its adherence to stability, confidentiality, exclusivity and privacy.