Founded in 2012 under the leadership of Monica Kataria and Shrenik Kataria, S M Kataria & Co. has been a trusted partner in guiding businesses and families through their financial journeys. With a client-centric approach, we craft tailored solutions designed to meet your unique needs. Our expertise spans Finance Function Solutions, Internal Audit & Risk Management, and Legacy Planning—delivered under one roof with diligence, technical precision, and a commitment to excellence. At S M Kataria & Co., we believe in creating long-term value while helping you thrive with confidence.

About Us

Whether you’re a startup building a solid foundation, a growth-stage SME expanding operations, a corporate managing complexity, or a family planning for future generations—SMK offers tailored solutions to meet your needs. From financial guidance and internal audits to legacy planning, we help you navigate challenges, optimize processes, and safeguard assets. With our expertise by your side, you can focus on achieving sustainable growth, operational efficiency, and long-term success with confidence.

Finding the Right Fit for You

Startups

Growth-Stage SMEs

Corporates

Families & Individuals

Our Success Stories

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RISK ADVISORY SERVICES

  • Internal Audit
  • Corporate Governance & Risk Assessments
  • Information Technology Audit & IT General Controls Review
  • Special Purpose Audits
  • Investigations
  • Forensic Accounting & Fraud Detection
  • Data protection assessment
  • Standard Operating Procedures/Manuals
  • Internal Financial Controls and Testing of Internal Financial controls
  • Review of Roles and Responsibilities and Compliance thereof
  • Business continuity planning and Disaster recovery plan
  • ERP migration
  • One time control review of the ERP
  • Entity Level Controls Framework
  • Review of Running account bills
  • Review of inventory movements
  • Fixed assets verification, tagging, tracking and review of impairment
  • Branch audits, showroom / retail outlets audits, dealer audits, distributer audits