About Me

Surekha Aggarwal FCA

My experience is both wide ranging and deep, reflecting a curiosity about people & business, as well as professional versatility and creativity. I am passionate about making the understanding of finance more accessible to non-financial people. This has led to the development of a unique body of work around money, through coaching, facilitation and training.

Since 1995, I have successfully built up a consultancy business, providing a range of services to Owner Managed Businesses. While there are many issues common to entrepreneurial businesses that cut across industry sectors, the common thread among the organisations I’ve worked with is that they are trying to break some new ground, either with their products or with their business practices.

My “first” career was with Deloitte (previously known as Touche Ross) where I qualified as a chartered accountant. Corporate Finance beckoned in 1989, and I worked on a variety of transactions, both in an advisory capacity as well as “due diligence” investigations. Transactions ranged from small private start-ups to groups listed on the London Stock Exchange. My clients were from a wide range of industries, from publishing to banking, casinos to telecoms. I also did consultancy assignments, some in Eastern Europe, at a very challenging time of transition for those economies.

I have been closely involved in the conception, founding and launch of an ecommerce business. This has given me first hand experience of standing in the shoes of the entrepreneur.

I work in collaboration with colleagues in related fields of expertise.

Summary of Formal Appointments

  • Owner manager of Carnelian Business Services Ltd, a company regulated by the Institute of Chartered Accountants in England & Wales for a range of Investment Business Activities
  • Founded and launched Riches of India, importing and selling products on Indian culture and philosophy
  • Qualified Chartered Accountant
  • Advisory Board member of City Fringe Partnership www.cityfringe.org.uk (2009 to 2010)
  • Non-executive director of Higher Nature Ltd (2000 to 2009) www.highernature.co.uk
  • Governor of the Institute for Optimum Nutrition (1998 to 1999) www.ion.ac.uk

Personal Interests

Yoga, cooking (and eating of course!), sudoku puzzles (especially killer sudoku).