Welcome
About Helico Advisors
Private Limited
About Us
We Are Here for You, With Our Powerful Insights and Proven Delivery. We Are Your Financial Supporter, Today & Tomorrow.
The Commencement of HELICO ADVISORS:
Since its inception in 2011, HELICO has provided financial restructuring, valuation and financial modelling, and transaction services to some of Ahmedabad & most prestigious businesses. HELICO was founded by Ashish Jain and Mohit Bagmar with the objective of providing best-in-class
financial and investment services while reflecting the best financial ideals.
We are a private limited company situated in Ahmedabad that assists people, families, and organizations in successfully and efficiently managing their finances, assets, and funds. Our mission is to help you develop the best financial strategy for your personal and company needs.
We know from experience that no single competency is sufficient to tackle today & complicated business concerns. And so, for the past ten years, we & have been custom designing a solution to match your company & needs.
We Are Your Financial Advisors Who-
- Always Puts Your Interests First
- Will Deliver a Client-Centric, Conflict-Free, Wealth Management Solutions
- Will Uphold the Greatest Standards of Ethics, Professionalism, And Tenacity
- Can Develop a Strategic Plan with Your Objectives in Mind
- Will Provide World-Class Financial While Incorporating the Utmost Financial Values
into Everything We Do
Empowering Financial Growth with Precision and Integrity
Meet Our Team
Kinnari Shah
Kinnari Shah holds B.Com Degree from a reputable university and is also a Member of the Institute of Chartered Accountants of India. She has about 10 years of experience in Management Consultancy, Audit and Tax Consultancy, Corporate Training, including 5 years in a UK-based CA firm. She is currently the director of HELICO, and her expertise and knowledge play a critical role in guiding the strategy and vision of the company.
Mohit Bagmar
Mohit Bagmar is one of the firm’s co-founders. He is a graduate and a Fellow Member of the Institute of Chartered Accountants of India (FCA), having 15 years of expertise in the profession. He has extensive knowledge in the fields of finance and accounting. Currently, he handles Finance and Accounting functions, including operation, reporting, compliance, legal and secretarial matters of the organization, and analyzing new business acquisitions. He also handles Project Financing, including financial valuation, corporate finance, financial advisory, costing analysis. He is also our go-to person for advisory on restructuring and business growth.
Ashish Jain
Ashish Jain is a co-founder of the firm. He is a graduate and a Fellow Member of the Institute of Chartered Accountants of India (FCA), with 14 years of experience. He has experience in handling Audits and Accounting functions including, preparing financial statements, auditing, direct tax returns, and management consultancy. In addition, he is knowledgeable in the field of direct taxation. He also has extensive expertise representing clients before the Income Tax Authorities, including the Income Tax Appellate Tribunal.
Hardik Sanwal
Hardik Sanwal is a B.Com degree holder and a Fellow Member of the Institute of Chartered Accountants of India, with 11 years of expertise. He has experience in handling Audits and accounting functions, including preparation of financial statements, auditing, indirect tax returns of the organization. He also expertly handles Indirect Tax Consultancy, including representing clients before various tax authorities.
Utkarsh shah
Utkarsh shah is a qualified Company Secretary and a B.Com degree holder. He has been engaged in ROC Compliance and Management Due Diligence. With the experience of over 8 years, he is also actively involved in consulting on organization restructuring.
Ashvin Prajapati
Ashvin has completed his B.com from a reputed university and now has over 15 years of experience in Accounting functions such as bookkeeping and accounting assistance. He also handles TDS and TCS operations, including analyzing, preparation and returns for the organization.
Neha Bagmar
Neha Bagmar completed her B.Com degree with distinction from Gujarat university. With over 10 years of experience handling Finance and Accounting work, she has now gained her position as the Director at HELICO. Her strength in keeping her word and providing excellent customer service has proven to be of great advantage to the team. She is an amiable enthusiast who’s always curious to explore new avenues.
Our Mission
Our mission is to empower business leaders with the clarity and strategic foresight needed to make transformative decisions with confidence. We are dedicated to delivering a seamless integration of expert financial, tax, operational, and governance advisory services. By fostering a culture of deep partnership and intellectual rigor, we delve into the unique challenges of each client, providing tailored solutions grounded in unwavering integrity. We strive to be more than advisors; we aim
Our Vision
To be the definitive benchmark for excellence and integrity in the advisory profession. We aspire to be universally recognized as the essential partner for ambitious businesses, guiding them through economic cycles and complex transformations to achieve exceptional, sustainable growth. Our vision is to build a legacy of client success, where our insights and support are fundamental to creating industry-leading, future-ready enterprises.
HELICO Advisors
Our Journey
Our journey began in 2011, founded on the objective to provide best-in-class financial services like restructuring and valuation while reflecting the highest financial ideals. We quickly learned from experience that tackling today’s complex business concerns requires more than a single competency. This insight fueled our evolution into an integrated advisory partner, dedicated to custom designing strategic solutions for the unique needs of the people and organizations we serve. Throughout our growth, we have remained steadfast in our commitment to always put our clients’ interests first, upholding the greatest standards of ethics and professionalism to help them successfully manage their finances for today and tomorrow.
HELICO ADVISORS
Our Philosophy
Our philosophy is rooted in the understanding that no single competency is sufficient to tackle today’s complicated business concerns. Therefore, our approach is fundamentally client-centric, ensuring we always put your interests first while developing strategic plans with your specific objectives in mind. We are committed to upholding the greatest standards of ethics and professionalism in every engagement, applying tenacity to deliver world-class financial solutions that incorporate the utmost financial values into everything we do.
HELICO ADVISORS
Why Choose Helico Advisors?
- We believe our firm stands apart through a combination of experience, a client-first philosophy, and an unwavering commitment to excellence.
- Client-Centric Approach: We are committed to always putting your interests first. Our solutions are client-centric, conflict-free, and designed with your specific objectives in mind.
- Integrated Expertise: We understand that modern business challenges are complex and that no single competency is sufficient to solve them. We leverage our broad experience to custom-design solutions that meet your company’s specific needs.
- Highest Ethical Standards: We uphold the greatest standards of ethics and professionalism in every engagement. Our founding objective is to provide best-in-class services while reflecting the best financial ideals.
- Proven Experience: Since 2011, we have been providing services to some of the most prestigious businesses, giving us a long track record of proven delivery.
- Strategic Partnership: We work to develop a strategic plan tailored to your personal and company objectives, acting as your dedicated financial supporter for today and tomorrow.
