About Us
CA S Srinivasan - founder of the firm is a FCA , CWM, CFP, CTEP & QPFP by qualification. He qualified as a Chartered Accountant at the age of 22 & established the CA firm in the name & style of Soundararajan & Co. in Mumbai. He subsequently qualified as a Chartered Wealth Manager (CWM), Certified Financial Planner (CFP), Chartered Trust & Estate Planner (CTEP) and Qualified Personal Finance Professional (QPFP). He is a Fellow member of the prestigious American Academy of Financial Management (FAAFM).
He has trained several students many of whom have successfully completed the CA &/or CFP &/or CPA course and are now established in their own rights.
He is empaneled as a Resource Person by the Committee of Capital Market & Investors Protection of the Institute of Chartered Accountants of India (ICAI) under the aegis of Investor Education and Protection Fund of the Ministry of Corporate Affairs for conducting Investor Awareness Programs.
He is also empaneled as a Career Counsellor at the CCG (Career Counselling Group) of the Institute of Chartered Accountants of India (ICAI) for promoting Commerce Education with special focus on CA Course in Schools & Colleges.
Many advisors & consultants frequently approach CA S Srinivasan for his opinion on matters concerning their clients. He is a mentor & coach to several young professionals & first generation business persons who seek his valuable counsel due his practical approach & multi disciplinary experience.
Under his stewardship the firm has grown gradually owing to its excellent relationship with the clients. The firm’s vision is to help its clients grow by providing tailor made solutions to satisfy their various needs.
In the past three decades, the firm has catered to a broad spectrum of Industries and Organizations.
The firm has a team which is capable and well equipped with all the requisite state of the art / contemporary working setup and infrastructure to cater to the needs of the assignments it undertakes.