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Our Story

CSS Financial Solutions is your trusted partner for unmatched taxation, investment, and insurance solutions. Established in 2019, we are a solution-based company dedicated to supporting your journey toward a secure financial future. With our expertise, flexibility, and unwavering commitment, we guide every customer toward achieving their financial goals. Our tailored investment plans ensure that you enjoy the benefits of financial security for the long term

CSS financial solutions - About us

Our Mission and Commitment

We are dedicated to offering the best investment security planning to assist individuals in securing their financial future. Our services are designed to provide personalized solutions, ensuring your financial well-being over the long run. CSS Financial Solutions prioritizes your financial security and long-term success. With a customer-centric approach, we strive to provide innovative solutions tailored to your needs, ensuring that you achieve your financial goals with confidence

Founder-ship and establishment

    Mr. Sugumar A

  •  Founder of CSS Financial Solutions (Established in 2019)

  • BSc, MA, MBA, CIP  (Certificate in Insurance Planning), CFGP (Certified Financial Goal Planner)

  • Expertise: AMFI Registered Mutual Fund Distributor with over 15 years of experience in financial planning, taxation, product management, strategic investment, mutual funds, and insurance domains.

   

     Mrs. Priya Sugumar

  • Co-Founder of CSS Financial Solutions  (Established in 2019)

  • Expertise Over 15 years of combined experience in life insurance, accounting, and financial services industries.

Together, they bring a wealth of knowledge and experience to ensure holistic and effective financial solutions for their clients

Us in Numbers

All round solutions

Multi Area of focus

5

Industry Awards

355

Clients counting

15+

Years of Experience

Why Choose Us

 All-Round Solutions:  Comprehensive services in taxation, investment, and insurance.

  • Multi-Area Focus: Expertise across various financial domains.

  • Award-Winning Team: Recognized with 5 industry awards.

  • Growing Client Base: Serving 355+ satisfied clients.

  • Years of Expertise: Over 15 years of combined experience in the financial sector.

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