Preserving Wealth, Protecting Futures
Your legacy is your lasting gift. Our Legacy Planning Solutions ensure smooth wealth transfer, protect future generations, and secure your family’s financial stability. With efficient estate structuring, trust creation, and succession planning, we help preserve your vision while providing the assurance your loved ones deserve.
Why It Matters:
Legacy planning protects your loved ones, ensures continuity, and secures your vision for generations to come.
Copyright 2025. All Rights Reserved. Benguluru, India
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: Diploma in IFRS – ACCA UK | GST – ICAI | Study Course on Transfer Pricing – International Fiscal Association | Indirect Taxation – ICAI
Copyright 2025. All Rights Reserved. Benguluru, India