About Pooja

I didn't start my career thinking I'd build a brand for women and money.

Pooja Surana, Chartered Accountant and founder of Wealth by Her
Founder, Wealth by Her
15Years
CA+CMADual Qualified
4Global Firms
3Continents

Over the years, I saw how comfortable businesses were talking about money — while many perfectly capable women were still uncomfortable asking basic financial questions.

That needs to change. That's why I founded Wealth by Her.

Why Trust Her With Your Money

Credentials, not just conviction.

01

Two Qualifications

Chartered Accountant (ICAI) and Cost & Management Accountant (ICMAI) — the two exams that train you to know exactly where money goes.

02

Global Reporting Standards

15 years auditing under IFRS, US GAAP and Ind AS. I've verified how other people's money is reported — that's the standard I hold yours to.

03

Leadership, Not Just Analysis

Leads a team, actively managing investment portfolios for clients across Europe, the UK and America — allocation, rebalancing and performance reporting, end to end.

The Career

A career spent understanding how businesses think about money.

2011 – 2020

KPMG

Statutory audits, Ind AS implementation, internal controls — across manufacturing, infrastructure and healthcare. Seconded to KPMG Qatar as engagement lead.

2020 – 2021

Deloitte

Statutory audits for PCAOB and private companies; group reporting across multiple stakeholders.

2021

EY

Audits under IFRS and US GAAP; led adoption of advanced audit technology and a team mentorship program.

2021 – Present

SkySpecs — Senior Portfolio Manager

Leads a team managing revenue, compliance and reporting for renewable-energy clients across Europe, the UK and America. Owns end-to-end annual audits and budgeting; built the SOC 1 audit process from scratch.

Beyond the Job Title

Investing in the markets herself since 2018 — Pooja doesn't just advise on wealth, she's built her own. It's a genuine passion, not just a profession.

Why I'm Doing This

Financial independence isn't just about earning more.

It's about knowing what to do with what you already have.

I spent my career understanding how businesses think about money. Now, through Wealth by Her, I'm helping women understand their own — without jargon, without dependency, and without unnecessary complexity.

Talk to Pooja →