Our Financial Products & Services
Mutual Funds
Catering AUM 125 Cr.+
(Empaneled with all AMCs registered in India)
Corporate FDs
Bonds, Debentures & other Fixed Income products
Insurance
LIFE Insurance (TATA AIA,ICICI Pru., Bajaj Allianz)
HEALTH Insurance (Niva Bupa, HDFC Ergo)
Taxation
Income Tax Returns,
TDS & GST Returns
Trust & Estate Planning
Drafting & Registering WILL/Living WILL, Letter of Guardianship & Others.
Govt. Securities
RBI Floating Rate & Taxable Bonds
Sovereign Gold Bonds
INVESTING is now very EASY!!!
“we will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.” — Warren Buffett
Successful Investing is about Managing Risk, & not avoiding it – Benjamin Graham.
ABOUT US
At, Halosis Capital, we are dedicated to help Individuals and families achieve their financial goals and secure their financial future. As Certified Financial Goal Planner, we bring a wealth of knowledge and experience to the table, allowing us to provide personalised and comprehensive financial planning services.
Our Mission
Our mission is to empower our clients to make informed financial decisions that align with their unique aspirational financial goals. We believe that financial security is not a one-size-fits-all solution, which is why we take the time to understand your individual circumstances, values and objectives. With this knowledge, we create customised financial plans that serve as roadmaps to help you reach your financial milestones.
Why Choose Us?
- Expertise: Our team consists of highly qualified CFPs who have undergone rigorous training and adhere to the highest ethical standards. We stay up-to-date with the latest financial strategies and market trends to provide you with the best advice.
- Personalized Approach: We understand that every client is different. That’s why we tailor our financial plans to your specific needs and goals, whether it’s retirement planning, investment management, tax optimization, or estate planning.
- Transparency: We believe in transparency and open communication. You’ll always know where you stand financially, and we’ll explain complex concepts in simple terms, so you can make informed decisions.
- Long-Term Partnership: We don’t just create a plan and leave you to it. We build lasting relationships with our clients, regularly reviewing and adjusting your financial strategy as circumstances change
- Peace of Mind: Our goal is to provide you with peace of mind when it comes to your finances. We aim to reduce financial stress and uncertainty, allowing you to focus on what matters most to you
Our Services:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Analysis
- Education Funding