Collaborate with Helmsman Financial Services to empower clients through ethical, long-term, and disciplined financial guidance.
At Helmsman Financial Services, we believe that building wealth is a journey—one that benefits from collaboration, trust, and shared values. We welcome partners who are passionate about helping individuals and families make informed financial decisions, anchored in honesty, discipline, and long-term thinking.
Whether you're a financial advisor, tax consultant, lawyer, or institution, partnering with us means :
We’re open to collaborating with individuals and entities who share our client-first, long-term approach to financial well-being. You could be :
AMCs, PMS providers, AIFs, bond platforms, or insurance firms seeking ethical, client-focused distribution partners
Looking to broaden your service offering
Wanting to provide holistic financial guidance
Interested in seamless integration of legal and financial solutions
Looking to expand into the investment and wealth advisory space
Who want to strengthen their advisory capability beyond risk coverage
Seeking a credible and ethical source of second income
Who want to stay engaged while creating value and earning referral income
Passionate about helping others make better financial decisions, even if they are just starting out
Seeking a credible and ethical source of second income
Who want to stay engaged while creating value and earning referral income
Whether you have an established client base or are simply trusted by friends and family for money-related advice, we provide the infrastructure, expertise, and ethics to help you add value and earn as you grow.
Collaborate on client portfolios with clear role division and full transparency
Earn while helping clients get access to ethical and quality financial advice
Bring holistic solutions by combining strengths—tax + investments, estate + wealth, credit + risk
Conduct joint events/webinars to educate your network
Tailored portfolios or fixed income baskets based on client profiles
Fully aligned with SEBI & AMFI regulations, offering peace of mind
Partnering with Helmsman Financial Services is designed to be simple, transparent, and mutually rewarding. Here’s how we make collaboration seamless:
We understand your background, goals, and the value you wish to bring to your network or clients. This helps us align our services and expectations clearly.
We provide easy-to-understand onboarding and guidance on our key offerings—be it investments, tax solutions, estate planning, or insurance. No prior financial certifications needed if you're referring, though they’re welcome if you wish to go deeper.
You can either actively engage with clients in collaboration with us or refer them to our advisory team. Each relationship is managed with utmost confidentiality and professionalism.
Earn a transparent, recurring revenue share for every client onboarded through your network. We ensure timely tracking and payout, while maintaining client trust and regulatory compliance.
We assist you in client communications, updates, and relationship management. As we grow together, we also offer co-branded content, joint webinars, and marketing visibility to expand your reach.
Seeking a credible and ethical source of second income
Who want to stay engaged while creating value and earning referral income
Let’s co-create value.
If you believe in delivering honest, thoughtful, and long-term financial solutions, we’d love to explore synergies with you.
Let us help you to start your mutual fund investment journey
Sanidhya Party Plot, Near Falgun Society, Beside Riddhi Tower Jodhpur Gam Road, Satellite, Ahmedabad – 380015, Gujarat, India.
