True Legacy: CA. Sreejith Kuniyil’s Approach to Securing Wealth and Protecting Futures

CA. Sreejith Kuniyil’s presence alone—marked by a warm smile and a firm handshake—instills confidence and ease in any business conversation. As a dynamic entrepreneur with a diverse skill set, he has ventured into paths less explored, crafting an extraordinary journey. His visionary efforts have led to the creation of one of the country’s most harmonious and efficient business ecosystems, setting a benchmark for innovation and success.

From Humble Beginnings to Global Expertise

Growing up in a family that ran a small business, Sreejith quickly learned the value of hard work and ambition. However, he realized that true growth would come from professional education. Driven by this belief, he pursued a career in Chartered Accountancy. His journey took him through renowned global firms like EY, KPMG, Deloitte, and Grant Thornton, where he gained invaluable experience working with multinational clients and large Indian corporations. His expertise spanned complex areas such as restructuring cross-border operations, crafting mergers and acquisition strategies, business restructuring, and handling tax litigation. These experiences laid the foundation for his successful entrepreneurial path.

Forging a Legacy in Business Consulting

With over two decades of experience in consulting and advisory roles at Big Four firms, Sreejith embarked on a transformative journey in 2018 by co-founding CAPITAIRE alongside two partners. The firm was established with a clear vision: to deliver integrated value to the business community. By 2020, Sreejith took the helm independently, propelling CAPITAIRE to prominence as a trusted name among business leaders.

Today, CAPITAIRE stands as Kerala’s premier business and capital consulting firm, renowned for its innovative and impactful solutions. Known as a hub for entrepreneurial brainstorming, it has become the go-to destination for transformative ideas and strategic growth. CAPITAIRE’s core mission is simple yet profound: to protect entrepreneurs and empower their businesses to thrive.

Redefining Business Growth

Years of market experience revealed a key challenge for entrepreneurs: capital. But capital isn’t just about funding—it encompasses building robust systems, processes, and resources. CAPITAIRE has been instrumental in helping businesses prepare for capital investment, structuring organizations to enhance share value, and developing systems that ensure sustainable growth.

Beyond growth, CAPITAIRE focuses on safeguarding entrepreneurs’ assets, implementing succession planning to protect both their capital and their families. Unlike traditional consultants who often work solo, CAPITAIRE takes a collaborative approach. Its core team comprises seasoned Chartered Accountants and finance professionals with deep expertise in tax and regulatory frameworks, ensuring strategies are not only innovative but also actionable.

Breaking New Grounds

In 2020, Sreejith launched PravasiTax, a pioneering tax advisory platform tailored for Non-Resident Indians (NRIs). Having lived as an NRI himself, Sreejith recognized the gap in understanding the complexities of tax regulations, especially regarding banking, real estate investments, stock markets, and income generation for NRIs. Consultants specialized in International Taxation, FEMA, Tax Treaties, Inheritance Laws, and Income Tax Law were in high demand. This need for a focused, expert approach became evident as penalties increased from mishandled notices and tax-related communications. Drawing on his international tax expertise, Sreejith and his team of Chartered Accountants were able to provide secure, comprehensive tax and regulatory solutions for NRIs, ensuring compliance and peace of mind.

Securing Wealth and Legacy

Many individuals, no matter where they live, strive to create a better life for their families, often sacrificing their own well-being in the process. However, in the pursuit of wealth, they frequently overlook securing their assets and ensuring they are passed down as intended. Recognizing this gap, Sreejith founded True Legacy, a platform dedicated to developing and executing succession planning strategies for business owners and High Net-Worth Individuals (HNIs). Through True Legacy, he created tailored solutions for structuring Family Private Trusts, Family Offices, and Wills, ensuring that assets and income are smoothly transferred to the rightful heirs. Furthermore, to empower business leaders and reduce their dependency on consultants, he introduced FINTAXMAN. Through this initiative, he offered masterclasses that equipped entrepreneurs with the knowledge of financial and tax management, helping them gain control over their businesses.

Nurturing Human Capital

Sreejith holds a firm belief that people are the most valuable asset for any organization. Despite the rise of AI, he continues to prioritize human potential, aiming to grow his team and help others build their own. Recognizing the shortage of skilled financial professionals for his ventures and clients, Sreejith created the AFM (Ascent to Finance Manager) module under the Special 40 initiative. This program aims to upskill 40 students in 60 days, equipping them with essential financial knowledge for business success. Sreejith’s dedication to addressing problems head-on is clear through his proactive approach in shaping the next generation of financial leaders.

Additionally, Sreejith is working on his upcoming book, Why Commerce?, set for release in the coming months. This guide explores post-Class X educational options, focusing on the commerce stream, and provides valuable career guidance by evaluating the pros and cons of various professional fields.

Roots and Growth

Although many questioned his decision to base his operations in Kochi, Sreejith takes immense pride in establishing his roots in Kerala. Despite the allure of more lucrative markets in other states, he remained committed to ensuring that his home state benefited first from his entrepreneurial journey. Today, his ventures have expanded into the GCC countries, including the UAE, Qatar, Kuwait, and Saudi Arabia. A firm believer in solo leadership, Sreejith values the flexibility it provides, enabling him to seize opportunities and bring ideas to life swiftly.

The Pillars of His Strength

At the heart of Sreejith Kuniyil’s success is the unwavering support of his family. His wife, Sowmya, formerly a teacher, now serves as a Director at PravasiTax. Recently, she was one of the contestants in the Mrs. Kerala 2024 beauty pageant, where she won the Best Smile award. Their son, Nakul, currently a Class 1 student, has a keen interest in quizzes and trivia, and his enthusiasm adds joy and energy to the family’s journey.

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