Founded in 2012 in Bengaluru, S M Kataria & Co. is a firm of Chartered Accountants established with the objective of providing structured, dependable, and practical financial solutions to businesses across sectors. The firm operates on the principle that growth is not confined to financial performance alone, but also encompasses continuous professional development and meaningful engagement with the communities we serve.

We identify with the ethos of being “Small Giants” — committed to creating measurable impact while remaining agile, values-driven, and anchored in professional integrity. Our approach is client-centric and context-specific, with each engagement tailored to align with the regulatory environment and the client’s unique operational landscape.

With a strong emphasis on quality, consistency, and ethical standards, we support organisations in strengthening their internal controls, governance frameworks, and financial systems. At S M Kataria & Co., we are guided by trust, technical proficiency, and a long-term commitment to our clients’ sustainable growth.

About Us

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

Meet the Founders

Monica Kataria

Certifications: Diploma in IFRS – ACCA UK | GST – ICAI | Study Course on Transfer Pricing – International Fiscal Association | Indirect Taxation – ICAI

Monica Kataria is a Chartered Accountant with over 16 years of diverse professional experience across statutory audits, indirect taxation, and business process reviews. Her career spans reputed firms such as BDO Haribhakti & Co., where she honed her skills in audit and compliance, and Laxminiwas & Co., where she served as the Indirect Tax Partner prior to co-founding S M Kataria & Co.

A graduate of Mount Carmel College, Bengaluru, Monica combines technical depth with practical insight. She has led and executed assignments across a wide range of sectors including construction, manufacturing, hospitality, advertising, capital markets, textiles, and technology.

Known for her clarity of thought, structured execution, and strong communication skills, Monica brings a client-focused lens to every engagement. She excels in simplifying complex financial concepts, enabling clients to make informed decisions grounded in compliance and good governance.

At the firm, she leads the Taxation practice with a particular focus on GST and regulatory matters. Her commitment to continuous learning and adapting to a dynamic business environment reflects her dedication to delivering relevant and high-quality professional services.

Certifications: Certificate Course on Indian Accounting Standards (Ind AS) – ICAI | Certificate Course on Forensic Accounting and Fraud Detection – ICAI | Corporate Social Responsibility – ICAI

Shrenik Kataria is a Chartered Accountant with over 17 years of experience in professional services, with a special focus on internal audits, internal financial controls, risk advisory, process improvement, and legacy planning. As co-founder of S M Kataria & Co., he brings a structured and insightful approach to helping organisations strengthen financial governance, streamline operations, and navigate complex regulatory and succession-related challenges.

Shrenik began his career in the capital markets before moving into audit and advisory services with BDO Haribhakti (now BDO India) in 2008. Following his qualification as a Chartered Accountant in 2012, he established S M Kataria & Co., which later merged with Laxminiwas & Co. in 2016. In 2018, he played a pivotal role in supporting the KNAV Group in establishing its Risk Advisory practice in South India.

His areas of expertise include internal audits, corporate investigations, SOP and policy framework design, IFC testing, business process assessments, and intergenerational wealth structuring. He has advised clients across diverse industries such as hospitality, real estate, retail, e-commerce, software, media, insurance, healthcare, and the not-for-profit sector.

Known for his clarity, practical problem-solving, and ethical integrity, Shrenik works closely with clients to provide actionable insights that foster long-term resilience and responsible growth.

Shrenik Kataria

Excellence

Driven by Diligence and Precision
We are committed to high-quality, reliable outcomes delivered with diligence and consistency.

Collaboration

Together, with Purpose.
We work with humility and respect, building trusted partnerships and shared success.

What we
Value

Innovation

Learning, Evolving, Adapting
We embrace learning and adaptability to offer relevant and effective solutions.

Integrity

Guided by Principles. Grounded in Trust.
We act with honesty, transparency, and accountability in everything we do

What we
Value

Tejsojnntiojnwjie

srjiojhtelkmnhteklnserhlkner
Dedication to delivering the highest quality outcomes by exceeding expectations and persisting through challenges with grit and optimism.
A culture of curiosity, continuous learning, and experimentation drives innovation, empowering the team and clients to evolve and thrive.
Upholding transparency, accountability, and ethics, ensuring trust through authentic communication and actions aligned with our core values.
Building strong, open, and honest relationships within the team and with stakeholders, fostering a spirit of unity, humility, and shared success.

TEAM

Monica Kataria

Shrenik Kataria

Sanjay G Surana

Chandan Rajgadhia

Karthik Sheshachala

Manjunath M

Lokesh Reddy

Nazim Pasha

Yashaswi Reddy

Ramya

Umesh

Akash P

Services

Quick Links

Connect with Us on LinkedIn

Copyright 2025. All Rights Reserved. Benguluru, India

Monica Kataria

For Monica Kataria, finance is about going beyond just numbers and understanding businesses, solving challenges, and creating clarity. With over 14 years of experience in audits, taxation, and compliance, she co-founded S M Kataria & Co to help businesses navigate financial complexities with ease. 

Known for her attention to detail and structured approach, Monica seamlessly manages projects, ensuring every aspect is accounted for. Her ability to simplify intricate financial concepts makes her a trusted advisor. A lifelong learner, she continuously upskills to offer the best strategies, always adapting to the evolving business landscape to support her clients’ growth.

Shrenik Kataria

Shrenik Kataria is more than just a Chartered Accountant – he’s a trusted advisor who helps businesses navigate the complexities of finance with clarity and confidence. With over 13 years of experience, he has worked closely with companies across industries, ensuring strong internal controls, seamless processes, and sound financial strategies.

 
Whether it’s risk mitigation, audits, or corporate investigations, Shrenik’s approach is meticulous yet practical, always focusing on solutions that work within the client’s existing framework. His passion lies in making financial management simpler, stronger, and stress-free, so businesses can focus on what they do best: growing and succeeding.

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.

Let's chat