Welcome to Horizun Financial Services
At Horizun, we don’t just manage your money, we help you build your future. Led by a Certified Financial Planner, we offer personalised, goal-based financial planning solutions tailored for individuals, families, and small businesses.
Our Services
At Horizun Financial Services, we offer a structured and disciplined approach to financial planning led by a Certified Financial Planner. Our services cover a wide range of needs, including mutual fund investments (SIP), portfolio management, insurance advisory, bond and deposit planning, risk profiling, and goal-based strategies like retirement and child education planning. Whether it’s opening a trading account, securing group mediclaim, or realigning your asset allocation, we deliver personalised solutions backed by experience, ethics, and unbiased product selection.
Explore our complete range of services to make informed, future-ready financial decisions.
Smart solutions for important life goals
At Horizun Financial Services, we help you align your investments with your life’s biggest milestones through personalised, goal-based strategies.
Solutions for securing your child's future
Planning for your child’s education or long-term security requires more than just savings—it needs a smart, age-appropriate investment mix. We help you balance equity, debt, and gold based on your child’s age, risk appetite, and future aspirations, so you’re always a step ahead.
Solutions for a Secure & Comfortable Retirement
A retirement plan isn’t a luxury—it’s a necessity. From pension-linked mutual fund options to guaranteed income products and annuities, we assist you in building a stable retirement corpus that matches your lifestyle and longevity goals.
Solutions to Build Wealth Effectively
Wealth creation starts with discipline and direction. Whether you’re a salaried professional or a business owner, our strategies help you channel your earnings into well-diversified, inflation-beating investments—ensuring your money works as hard as you do.

Bahaar Anerao - CEO
Certified Financial Planner (CFP) (FPSB India)
Post Graduate in Commerce
Diploma in Business Management (DBM) (NMIMS)
Our Happy Clients!
Ravindra Jadhav
HNI, Senior Citizen
Sandhya Ravikumar Rajesh
NRI, Australia
Tushar Ghotikar
NRI, United Kingdom
Sagar Pawar
HNI
Nilesh Kamble
Ex - Raymond, Former Employee
Vitin Karkera
Tata, Employee
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