Why I Started Helmsman Financial Services

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.

“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” - John Ruskin

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-305923 | Date of initial registration – August 31, 2024 | Current validity of ARN – August 27, 2027

Grievance Officer- Mr. Purnank Chandrakant Patel | info@helmsmanfinserv.com

Why I Started Helmsman Financial Services

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