Purnank Patel

Born and raised in Ahmedabad, Gujarat, I am passionate about guiding people through their financial journeys. As a Chartered Accountant (CA) and CFA (US) charterholder, I have built a strong foundation in financial analysis, taxation, and investment advisory. 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.