Trusted Partners in Financial Excellence

Audit · Taxation · Compliance · Business Advisory

Legacy of Trust & Excellence

Founded with a vision to deliver principled and dependable financial advisory, Kuwad Surana & Associates brings together over 35 years of combined professional experience across audit, taxation, compliance, and business advisory.

We serve businesses, institutions, and individuals with a clear focus on accuracy, regulatory discipline, and long-term partnership. As an ICAI-registered firm, our work is grounded in professional standards, strong governance, and consistent quality of execution.

35+ Years of Experience
Combined expertise across audit, taxation, and advisory services.
ICAI Registered Firm
Adherence to statutory, regulatory, and professional standards.

Our Core Values

The standards we bring to every engagement—consistency, accountability, and clarity.

Ethics & Integrity

Complete transparency and the highest standards of professional conduct.

Accuracy & Precision

Meticulous attention to detail with zero tolerance for reporting errors.

Reliability & Trust

Enduring partnerships built on consistency, accountability, and follow-through.

Complete Compliance

Strict adherence to statutory, regulatory, and professional requirements.

Comprehensive Service Portfolio

Integrated offerings across audit, taxation, compliance, and advisory needs for corporates, LLPs, MSMEs, and individuals.

Whether you need annual statutory coverage or ongoing support through the year, we bring a structured, documentation-first approach that improves accuracy and reduces risk.

Every engagement is led with clear ownership, disciplined timelines, and practical guidance—so decisions remain compliant, defensible, and business-aligned.

Integrated Professional Services

Holistic solutions spanning audit, taxation, compliance, and advisory—aligned to your business lifecycle.

Audit & Assurance Services

  • Statutory / Internal / Tax Audits
  • Controls & process review
  • Assurance & certifications

Direct & Indirect Taxation (GST)

  • Corporate & non-corporate tax planning
  • Income tax consultancy & structuring
  • GST registration, returns & reconciliations

Business Setup & Compliance

  • Company / LLP / partnership registration
  • Ongoing statutory & regulatory compliance
  • Single point of contact model

Project Finance & Advisory

  • CMA data & project reports
  • Loan assistance & documentation support
  • Business advisory for scale and stability

Industry Expertise & Client Advantages

Where we work and how we deliver—clarity, compliance, and outcomes.

Industries We Serve

Focused experience across regulated, growth, and asset-heavy sectors.

Mutual Funds
Industry & distributors
Private Equity
Transaction support
HNIs
Wealth management
Startups
MSMEs & scale-ups
Manufacturing
Cost management
Retail
Operational efficiency
Pharmaceuticals
Regulatory & R&D tax
Real Estate
Firms & LLPs

Why Choose Us

Execution discipline + practical guidance—built for compliance-first outcomes.

Deep Industry Expertise

Tailored solutions across diverse sectors.

Quick Turnaround

Timely delivery without compromising quality.

End-to-End Compliance

Single point of contact for regulatory needs.

Technology-Driven

Modern tools for enhanced precision.

Personalized Service

Focus on long-term client relationships.

Systems-Driven Approach

Consistency, reliability, professional delivery.

Insights

Practical perspectives on audit, taxation, compliance, and advisory.

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Leadership Team

CA Yogesh Kuwad

CA Yogesh Kuwad (18+ years)

Partner – Taxation & Corporate Advisory

A seasoned Chartered Accountant with experience across taxation, internal audit, financial reporting, process automation, and corporate finance. Previously served in senior roles for 15+ years with HDFC Asset Management Company Limited, reporting directly to the CFO.

  • Direct & indirect tax advisory
  • GST compliance & corporate tax strategy
  • Internal audit & control systems
  • Treasury & MIS management
  • ERP implementation & process automation
  • Mergers, amalgamations & financial planning
CA Rakesh Surana

CA Rakesh Surana (15+ years)

Partner – Audit & Financial Consulting

A distinguished Chartered Accountant with experience in audit, taxation, private equity, equity research, and advisory services. Has handled clients across multinational corporations, large enterprises, trusts, educational institutions, and private equity funds.

  • Audit & assurance
  • Income tax & GST assessments
  • Due diligence & investigations
  • Internal controls & corporate governance
  • Cross-sector equity research (Power, Retail, Beverages, BFSI)
  • Previous experience with Larsen & Toubro; Pan-India US Dollar–denominated PE fund under Gomukhi Indus Capitalo

Let's Connect

We look forward to partnering in your financial growth and compliance journey.

Office Address

310, Commodity Exchange Building,
Sector 19A, Vashi,
Navi Mumbai – 400705

Phone: +91 98208 27085 · +91 97733 96816
Email: office@ksassociate.com
Website: www.ksassociate.com

Open Hours:
Mon – Sat, 10 am – 7 pm

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