Wealth Management Company | Cedrus wealth partners | Pune

medical icon 01Investment Planning

Investment Planning is a systematic process of evaluating an individual’s current financial status and align his current income to future goals. It includes goal based investment planning, risk management, tax planning and estate planning.

How do we make Investment Planning work for you?

You are the focus of the Investment Planning process. To achieve the best results from Cedrus Wealth Partners, you will need to consider the following advices:

  1. Set measurable goals: Set specific targets of what you want to achieve and when you want to achieve results.
  2. Understand the effect of each financial decision: Each financial decision you make can affect several other areas of your life. For example, an investment decision may have tax consequences that are harmful to your estate plans. Remember that all of your financial decisions are interrelated.
  3. Re-evaluate your financial situation periodically: Investment Planning is a dynamic process. Revisit and revise your Investment Plan as time goes by to reflect these changes so that you stay on track with your long-term goals.
  4. Start planning as soon as you can: Don't delay your Investment Planning. Through Investment Planning habits such as saving, budgeting, investing and regularly reviewing your finances early in life, you will be better prepared to meet life changes and handle emergencies.
  5. Be realistic in your expectations Investment Planning is a common sense disciplined approach to managing your finances to reach life goals. It cannot change your situation overnight; it is a lifelong process.

We at Cedrus engage with our investors closely and help them achieve their goals in a disciplined and systematic manner. We provide holistic advisory to investors providing advice in products suited to their goals.