Comprehensive,
Client-Centric Services to Build Your Financial Future

At Horizun Financial Services, we believe financial planning should be personalised, transparent, and aligned with your life goals. Led by a Certified Financial Planner, we offer a wide range of client-centric solutions—from goal-based portfolio advisory and risk profiling to SIP recommendations, bond investments, and insurance planning—all under one roof.

Our services go beyond traditional investing. We assist with online transactions, asset reallocation strategies, and even tools like financial calculators, digital eGreetings, and newsletters to keep you informed and engaged throughout your financial journey.

Every recommendation is rooted in a disciplined, unbiased process, carefully selected from both proprietary and third-party products to match your individual financial milestones—whether that’s retirement, child education, or wealth creation.

Advisory

Basic Human Life Value

We assess your earning potential and financial responsibilities to calculate your human life value. This helps in determining ideal life cover and investment requirements. It’s the first step to safeguarding your family’s financial security.

Inflation Adjusted Corpus (Goal-Based Planning)

We design financial plans to achieve life goals—education, retirement, marriage—adjusted for future inflation. Each plan is tailored based on time horizon, risk appetite, and financial milestones. You invest today, keeping tomorrow’s value in mind.

Portfolio Management

We create and manage diversified portfolios aligned with your risk profile and goals. Continuous monitoring ensures rebalancing in dynamic markets. Our CFP-led team ensures you stay invested with confidence.

Risk Profiling

Understanding your risk appetite is key to crafting the right investment strategy. We assess your financial behaviour, needs, and preferences in a structured way. Your plan will always match your comfort with market fluctuations.

Asset Reallocation Strategy

Markets change—and so should your asset allocation. We help you rebalance your mix of equity, debt, and other instruments regularly. This disciplined approach protects gains and manages risk over time.

Services

Mutual Fund (SIP)

Invest in top-rated mutual fund schemes via Systematic Investment Plans. We recommend fund selections based on your risk profile and goals. SEBI-compliant, transparent, and monitored by a CFP.

Share Trading A/C Opening

We assist in opening and setting up Demat & trading accounts. Whether you’re a first-time investor or seasoned trader, we guide you through. We help connect with trusted brokerage platforms with minimal paperwork.

Deposits, Bonds, NCDs

We offer curated options like corporate FDs, NCDs, RBI & 54EC bonds. Ideal for conservative investors seeking predictable returns. Products are evaluated for safety, returns, and tax benefits.

Education & Home Loans

We help you plan and apply for the right education or home loan product. Loan eligibility and EMI calculations are done with financial discipline in mind. We work with reputed banks and NBFCs for easy approvals.

Group Mediclaim & Gratuity

We assist SMEs in setting up group health and gratuity schemes. Protect your employees while managing long-term benefits efficiently. All plans are IRDAI-compliant with leading insurers.

Shopkeeper & Office Insurance

Safeguard your business premises against fire, theft, and accidental damage. We provide tailor-made cover options for retail and office spaces. Affordable premiums, backed by professional claims support.

Fire, Burglary & Marine Insurance

We offer non-life cover for property, transit, and operational risks. Critical for shop owners, traders, and transporters handling goods. Claims support and renewal tracking handled end-to-end by our team.

Our Clients Say

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