Welcome to Cedar Wealth: "Simplifying Investments - Securing Futures"
Cedar Wealth is an AMFI registered Mutual Fund Distribution firm established in 2023 with the aim of helping clients effectively grow their wealth and achieve financial freedom. Just as the resilient cedar tree symbolizes strength, durability and longevity, Cedar Wealth strives to provide clients with robust investment solutions designed to stand the test of time and market volatility.
The firm is led by Johnson Sirra, the Managing Partner, who brings over 3 decades of industry experience. As a trusted Mutual Fund distribution partner, Our objective is to simplify complex investment options and introduce personalized, goal-based investing tailored to each client's unique needs and risk appetite. In order to do that, We offer comprehensive financial education and empower clients to make wise investment decisions without being swayed by emotions or market noise. We manage the investment behavior gap by guiding clients to stay focused on long-term financial goals.
Core services of Cedar Wealth include:
Holistic financial planning
We create customized financial roadmaps to chart out client's paths to financial success. This includes goal setting, asset allocation, portfolio rebalancing, retirement planning, children's education planning, tax management and estate planning.
Investment products distribution
We offer access to a wide range of investment products including mutual funds, bonds, insurance, alternatives, structured products, PMS and AIFs. Our rigorous due diligence helps select optimal products aligned to client goals.
Ongoing advice and reviews
We continually guide clients on financial planning and investments through regular reviews. This helps detect early warning signs and keeps clients on track to achieve their financial life goals
We prioritize ethical values and transparency at all times.
As a client-centric firm, Our goal is to simplify complex investment decisions and empower clients to make smart choices that help them ultimately achieve financial independence.
About Johnson Sirra, Managing Partner
Our Founder and Managing Partner Johnson Sirra, is an experienced financial services professional, bringing over 30 years of expertise across banking, financial services, and core consultancy functions. He was associated with esteemed organizations like, DSP Mutual Fund, Nippon India Mutual Fund, SBI Mutual Fund, Axis Mutual Fund & Axis Bank before setting up Cedar Wealth. With his domain Knowledge, He is committed to helping clients secure their financial futures through prudent investments and long-term planning.
We take a goals-based investing approach tailored to each client's specific needs and risk appetite. Our process focuses on understanding the client's life objectives, current financial situation, and time horizon before making suitable recommendations. We also emphasize ongoing client education to make informed decisions aligned to financial goals.
Under his leadership, Cedar Wealth aspires to be a leading mutual fund distribution house known for client-centric solutions delivered with the highest ethical standards and transparency. He would oversee key business growth initiatives including recruitment of talented relationship managers, digital transformation, and geographic expansion. At the same time, He also assists individual clients on financial planning and investments to help them achieve financial success one goal at a time.
With his expertise and ethical values, We aim to establish Cedar Wealth as a trusted partner for clients navigating all their wealth management and investments needs.