Born and raised in Ahmedabad, Gujarat, I am passionate about guiding people through their financial journeys. As a Chartered Accountant (CA) and CFA (US) charter holder, I have built a strong foundation in financial analysis, taxation, and wealth management. Today, I lead my personal finance practice through Helmsman Financial Services - Steering Your Investments Through Calm and Storm. Much like a helmsman navigating a ship through uncertain waters, my mission is to guide clients through the complexities of their financial journeys with clarity and confidence. Whether it’s navigating market volatility or crafting disciplined investment strategies, I strive to empower individuals to achieve their financial goals with patience and purpose.
I believe that a successful financial journey requires patience, discipline, and the right guidance. At Helmsman Financial Services, I ensure that my clients are equipped to sail confidently, no matter the weather, toward their financial goals.
I’ve always believed that good financial advice should be rooted in honesty, simplicity, and a deep understanding of one’s goals—not in product commissions or quick wins.
Growing up in Ahmedabad, I saw people around me—friends, family, and even well-educated professionals—make poor financial decisions simply because they didn’t have the right guidance. They were overwhelmed by jargon, misled by aggressive sellers, or trapped in short-term thinking. That struck a chord.
As a Chartered Accountant (CA) and CFA (US) charterholder, I had the tools to make sense of the financial world. But more importantly, I had a calling: to make finance approachable, thoughtful, and truly aligned with people’s lives.
That’s why I founded Helmsman Financial Services—to steer individuals and families through the complexities of wealth management with discipline, clarity, and long-term vision. This business is my way of offering the kind of support I wish more people had access to: independent, values-driven, and deeply personal.
Because money is not just numbers—it’s about the life you want to live. And everyone deserves a guide who helps them navigate it with confidence.
At Helmsman Financial Services, our compass is set by three unwavering values—each guiding how we serve you:
In a world full of noise, we stand for clarity and transparency. No product-pushing. No hidden agendas. Just honest, independent guidance that puts your best interests first—always.
We don’t chase short-term fads. We help you build a roadmap for life—whether it's planning for a home, a child’s education, or a secure retirement. Because real financial success isn’t built overnight—it’s charted across decades.
We believe disciplined investing is the key to building lasting wealth. Through structured strategies and consistent monitoring, we help you stay the course—especially when markets get rough.
“What we think or what we know or what we believe is in the end of little consequence. The only thing of consequence is what we do” -
Sanidhya Party Plot, Near Falgun Society, Beside Riddhi Tower Jodhpur Gam Road, Satellite, Ahmedabad – 380015, Gujarat, India.
