I believe that understanding finance and having a good relationship with money are a birthright. Individuals can prosper with security and businesses can thrive creating meaningful employment. I believe that when citizens are financially literate and aware, it leads to social justice, a more stable economy and a stronger democracy.
For my own understanding of finance, my journey embraced the diverse worlds of finance and wisdom – each addressing a different order of security. I chose a career in chartered accountancy while undertaking a deep self enquiry. It turned out that finance gave me a unique window on the world and human behaviour.
My first career was with Deloitte, the international accountancy and management consultancy firm. Over a period of 12 years, I gained extensive experience from tax, audit, forensic and consultancy services. Specialising in corporate finance, I worked on corporate transactions and capital raising. Clients ranged from small private start-ups to multi-national groups listed on the London Stock Exchange. I worked with a wide range of industries, from publishing to banking, casinos to telecoms. When the Soviet Union broke up, I had some interesting assignments in Russia and Eastern Europe.
Since 1995, I built up a consultancy business (www.carnelian.biz), providing a range of services to Owner Managed Businesses as well as non-commercial organisations, such as social enterprises and charities, including environmental campaign groups. My roles have included advisor, coach, mentor, quasi-finance director and non-executive director. My official appointments include:
Advisory Board member of City Fringe Partnership (2009 to 2010)
Non-executive director of Higher Nature Ltd (2000 to 2009)
Governor of the Institute for Optimum Nutrition (1998 to 1999)
Recognising that financial security doesn’t guarantee happiness or peace of mind, there was a deep desire for self knowledge.
The teaching which brought me home to myself is the perennial wisdom, non-dual (Advaita) Vedanta. It is a non-dogmatic, scientific approach to investigating one’s own direct experience of reality. I used every experience life sent me in this enquiry, including my career in finance. This paved the way to my work teaching financial wisdom in the way that I do.
Yoga, great food, sudoku puzzles (especially killer sudoku).
“Surekha’s message goes against the grain of what the world says. And yet, it feels so whole and obvious.” VA – Teacher