Services provided by Cedrus

Cedrus helps you in keeping your financial health in good condition. Wondering how do we

do that?

We do so by providing four services to you-

  •  Wealth Management
  •  Financial Planning
  •  Tax Planning
  •  Estate Planning

Let’s describe these services in brief.

1. Wealth Management.


The simple science of solving/enhancing financial situation is known as Wealth

Management. Getting the right balance of expenditure, savings and investment so that there is

constant growth in your over all assets is known as Wealth Management. Being an awarded

Financial Advisor firm we know how to achieve it for you and how to make your financial position

stronger than what it is right now.

2. Financial Planning.


Financial planning is all about -

  • Determining capital requirements – This depends upon various factors like costs of current and fixed assets, expenses and long-term planning.
  • Determining Capital Structure- This is the composition of the capital i.e debt-equity ratio for both long term and short term.
  • Framing Financial Policies- This includes cash control i.e lending, borrowing etc.
Cedrus has been doing this for a decade now and thus understands the need of each of our clients.

We will help you in planning this in the best possible manner.

3. Tax Planning.


In simple words tax planning means arranging all your financial affairs in such a way that

without breaking any law you can make full use of all available exemptions, rebates, reliefs and

deductions allowed by law so that your tax liability gets reduced.

Because of the variety of clients we have been handling for several years, we have gained in

depth knowledge of these available exemptions and hence we know exactly when and where these

can be used to your advantage and you will end up saving even more.

4. Estate Planning.


“Nothing’s for sure that’s for sure.”

So to make it easy for you to pass on your estate easily or without any hassle to your loved

ones you need proper and good estate planning. Cedrus helps you in achieving exactly that so that

your hard earned money is not wasted but carefully passed on to the ones who really deserve it.

So this is how with extensive and in depth knowledge about financial know how Cedrus can

help you achieve best financial health.

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