Established in 2012, S M Kataria & Co. was founded under the leadership of Monica Kataria and Shrenik Kataria. With a client-centric team that understands the needs of the client and thereby, curates a plan for their finances, S M Kataria & Co. is committed to the diligent provision of services along with high standards of operations and technical knowledge in the areas of Assurance, Financial & Business Advisory, Tax & Regulatory services and Risk Advisory services, all under one roof.

The pillars of S M Kataria & Co. for us are building relationships through the quality of service, promptness, and consistent communication with our clients. A team of motivated and exceptionally skilled professionals who are process-oriented and understand compliance better than most peers, we believe in making each experience for our clients as hassle-free as possible by devoting our energies and resources to taking care of client support functions efficiently and cost effectively.

Mission: Our aim is to simplify finance for businesses by streamlining the internal processes of organisations along with Technical Accounting Advice that is creative, practical and most appropriate for any situation.

Vision: As a one stop Finance as a Service (FaaS) solution for clients of different sizes and from different geographic regions, the ability of the S M Kataria & Co. team to bring together standardisation of processes with transparency norms, makes us an agile partner to every client we work with, to provide sustainable results.

Values:

  • Upholding integrity and ethical practices as the cornerstone of what we do, over the last decade,
  • The S M Kataria & Co. team has strived to not only provide exceptional service but also maintain a value-oriented approach that has led us to build lasting relationships with our clients & partners.
  • Committed to be the support system you need for your business, S M Kataria & Co. is here to help you and your organisation scale the heights it deserves

TEAM

Monica Kataria

Shrenik Kataria

Sanjay G Surana

Chandan Rajgadhia

Karthik Sheshachala

Manjunath M

Lokesh Reddy

Nazim Pasha

Yashaswi Reddy

Ramya

Umesh

Akash P

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Monica Kataria

B.Com, FCA, Certificate on Indirect Taxation (ICAI), Certified GST (ICAI)

Possesses over 11 years of experience in audits, statutory audits and process reviews at BDO – Haribhakti & Co. Monica co-founded S M Kataria & Co and was Indirect Tax Partner at Laxminiwas & Co. She is a commerce graduate from Mount Carmel College Bangalore.

Monica has excellent management, communication skills and very sound financial and accounting concepts. She has a client – centric approach in providing consulting services and conducting complex business process testing in a wide variety of industries including Construction, Manufacturing, Hospitality, Advertisement, Capital Market, Textile, and Information Technology. She currently heads the Taxation practice and is specialized in GST.

Sector Experience:
Real Estate, BPO & Software, Garment-Manufacturing, Label- Manufacturing, Healthcare, Hospitality, Advertising

Shrenik Kataria

B.Com, FCA, Forensic account and Fraud Detection (ICAI), Certified Ind AS (ICAI)

Possesses 11 years of experience in internal audits, statutory audits and process reviews at BDO – Haribhakti & Co. A commerce graduate, Shrenik co-founded S M Kataria & Co, Shrenik was Risk Advisories Services (RAS) Partner at Laxminiwas & Co and Practice Director for Risk Advisories Services at the KNAV group.

With experience in areas of Auditing and Risk Assessment, Shrenik has worked across various industries and across organisations of differing sizes. He is experienced in developing systems & procedures and contributing towards improved financial performance, heightened productivity and enhanced internal controls.

Sector Experience:
Real Estate, Information Technology, Software, Insurance, Manufacturing, Food Processing, Healthcare, Power, Solar Energy, Automotive, Adventure, Fintech, Education, Medical, Telecommunication, Retail.

Sanjay G Surana

B.Com, FCA, LLB, Certified Ind As (ICAI)

Sanjay is a commerce graduate from the Bangalore University, a fellow member of Institute of Chartered Accountants of India and a graduate from the Karnataka State Law University.

He has worked with a well renowned Chartered Accountants Firm. His exposure and areas of competency are statutory, internal audits of Companies (including listed companies) in the field aviation, Information Technology services, & manufacturing sectors. Sanjay also has experience in risk-based audits and financial due diligence for companies under business restructuring modes. With the mandate of presentation of financial statements of certain listed & large private limited Companies under the Ind-AS standards, he has expertise in IND-AS implementation and supports large corporate houses. He is actively involved in conducting training sessions on the various subjects in the fields of audit, assurance and compliances.

Sector Experience: Aviation industry, Information Technology services, Manufacturing – Automobile, Manufacturing – electrical engineering, Manufacturing – Textile, Banking

Chandan Rajgadhia

B. Com, FCA

Chandan is a member of the Institute of Chartered Accountants of India and a commerce graduate. He has over 14 years of professional experience, having worked in the risk advisory practices of PWC, Mazars, KNAV and TR Chadha & Co. He has also worked in the industry at Max Bupa Health Insurance, where he was responsible for establishing their Enterprise Risk Management framework.

He has worked with clients of different sectors as well as size and has been widely recognized for helping the clients in achieving their growth and business transformation objectives.

Sector Experience:
Real Estate, Insurance, Manufacturing, Food Processing, Healthcare, Solar Energy, Automotive, Fintech, Education, Pharma, E-Commerce, Hospitality, Telecommunication, Jewelry, Retail, E-Learning.

Karthik Sheshachala

B.Com, M.Com, CS

Karthik SS is a member of the Institute of Company Secretaries of India and also a M.Com graduate from Annamalai University. Karthik has over seven years of experience in legal, compliance and secretarial services. He has worked with various corporates, and prominently GMR Group, Devmantra Financials and other renowned organizations in Bangalore.

Karthik, has been actively involved in LLP Registration, Company Registration, Closure, Liquidation, Mergers and Amalgamations, trademarks and copyrights registrations, Intellectual property rights, obtaining clearances from Labour departments, fund raising and investment apart from other statutory compliances under Corporate Laws, FEMA and SEBI regulations.