Wealth Management Company | Cedrus wealth partners | Pune
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medical icon 01Wealth Management

Wealth Management is simply the science of solving/enhancing financial situation. The term originated in the 1990s in the United States within Brokers, Dealers, Banks, and Insurance Companies.

Wealth Management is classified as an advanced type of financial planning that provides individuals and families-

  1. Estate planning

  2. Asset management

  3. Legal service resources

  4. Trust management

  5. Investment management

  6. Taxation advice

  7. Portfolio management

Thus, wealth management encompasses asset management, client advisory services, and the distribution of investment products.

Wealth management can help you determine what’s really important to you, then develop feasible strategies to help you realize your most cherished hopes and defend against the things that might undo them.

Investments? Of course. Borrowing? Strategically, yes. Managing risk? Systematically. Planning deliberately so that your wealth works to bring you a lifestyle well earned. That’s where it starts.

Income and Lifestyle :

We at Cedrus will work through an in-depth discovery process with you to understand and document what you want to do in this lifetime, from now until retirement and further. We’ll then map out a course to help you achieve the income you’ll need to do exactly what you want, to seek the returns you’ll need for how you intend to live, one year at a time. And, if you like, develop strategies to guarantee that income.

Borrowing:

We view borrowing as a strategy – an array of ways to unlock value in assets you own, without compromising the ability of those assets to continue to work for you over time. We believe how people invest and how they borrow are inextricably linked – both sides of one balance sheet; one plan.

Asset Protection:

By understanding the lifestyle you enjoy, and the one you’re building, we will be able to identify your threats against:

  1. Taxes

  2. Inflation

  3. Volatility

  4. Creditors

  5. Lawsuits

  6. Identity thieves

And help you deal with them using everything.

Wealth Transfer :

We at Cedrus approach your plan for wealth transfer from a wider angle than a traditional estate plan. We work with you to understand your definition of a rich life, then craft a plan to help you lead it and pass on to the next generation.

We are Registered Investment Advisors providing a wide array of Investment Services.

Investing with Cedrus Wealth Partners is based on the simple yet powerful premise of wealth management: “Your investments and your life are uniquely intertwined. They are all part of one plan, either by design or by accident.”