Naveen Surana (Proprietor/ Founder)
Fellow Chartered Accountant, Commerce Graduate, Master in Business Finance

He is a fellow member of the Institute of Chartered Accountants of India (ICAI) since year 2011. He has vast experience in Statutory Audit, Ind AS, Transfer Pricing, GST, Consultancy of direct taxes and handling corporate affairs in different areas. He has been associated with PwC, Mumbai and EY, Ahmedabad (Big4 consulting firms) for 9 years in Audit and Assurance services. He started practice in January, 2020 and serving different industry clients.

He has performed statutory audits and limited review assignments of listed entities and other giant companies varying from Pharmaceutical industry, Diversified industrial products, Engineering goods, Metals, Infrastructure, FMCG etc. He has applied various data analytics tools for co-relation among different financial areas, identify various trends and control gaps in significant processes.

He has dealt with Group reporting of entity to USA counterpart auditors under US-GAAP. Assessed internal financial controls for compliance with SOX for USA listed entities. Evaluated design and operating effectiveness of internal financial controls established from the perspective of ICFR reporting under Indian Companies law.

Bhawani Shankar Joshi
Qualified Chartered Accountant, Commerce Graduate

He became a member of the ICAI (The Institute of Chartered Accountants of India) in December 2024 and has been affiliated with the firm since February, 2025. He holds a Master degree in Economic Administration and Financial Management (EAFM) and he has honed the expertise in domains such as Statutory Audit, Tax Audit and Internal Audit. His hands-on experience has equipped him with a comprehensive understanding of financial processes within these domains and across sectors.

Leena Jain
CMA Finalist | MBA Pursuing | Commerce Graduate

A CMA Finalist currently pursuing MBA from GLS University with hands-on experience in Audit, GST Returns filing and advisory on indirect taxation matters. She has strong Excel skills and is a fast learner, adaptable to new tools and processes. Backed by a commerce degree, she brings a solid foundation in finance and taxation.

Vaishnavi Mistry
Commerce Graduate, Persuing LLM

She is associated with the firm since February, 2023. She is well versed with filing regular GST Returns and maintaining books of accounts on real time basis along with month end/ year end close process. She also has an experience in Auditing and analyzing financial statements. She has hands on experience of Inventory and Fixed assets physical verification assignments and filing TDS Returns.