FOUNDER OF THE COMPANY
Mrs. Priya Sugumar BCS , Founder Of CSS Financial Solutions Established In 2019. More Than 15 Years Of Combined Experience In Life Insurance, Accounting And Financial Services Industries.
AREA OF FOCUS
General And Health Insurance Management, Investment Portfolio Management And Risk Management.
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60 customer reviews
Vadivelan
My name is Vadivelan and recently I had contacted Mr. Sukumar for taking some advice on Tax filing. He is a very kind person and spent almost 3 hours with me to explain all my basic questions about the tax calculation, what are options for savings tax, how to create wealth for your retirement and also for senior citizens.
Not only about the investment he also take cares of Term insurances and Health insurance. I am fully satisfied with the meeting and I will say it is worth for money. I will definitely take Mr. Sugumar support for filing my yearly tax returns
Thank you sir for your valuable time and in depth knowledge about all the things. Looking forward to keep the relationship for longer term.
Thanks and Regards
R. Vadivelan
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Surezh
Financial Advisors
We had a nice discussion in Financial planning. It was really an eye opener for me to streamline the investments. Thanks for the patience and the knowledge sharing.
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Prasad
Mr. Sugumar is good at sharing the investment plan based on requirement. Also, reachable at any time..
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Balaji Ganesan
My experience with Sugumar’s financial consultant has been positive. His personalized financial planning suggestions have significantly impacted my understanding of financial literacy. His recommendations have been accurate, and his communication skills are excellent. More...
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Abi Ra
I had my initial meeting with Mr. Sugumar regarding my financial planning in the long run. He is very knowledgeable, and kindly explains all your queries and gives suggestions based on our financial needs. He is an expert and has knowledge about NRI tax filing, repatriation, QROPS, wealth creation and even more. More...
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Raju
Financial Advisors
Had a fruitful conversation with Sugumar, who specializes in investment strategies and financial planning.
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Kamini
Working with Mr. Sukumar from CSS Financial was a very pleasant experience. I am living in USA and just through our telephone conversations he was able to resolve my issue with LIC maturity and ensure the liquidity of the funds smoothly. I would continue to do business with Mr. Sukumar. More...
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Pugal Raj
I highly recommend Mr. Sugumar for anyone seeking financial guidance. He provided exceptional service and expertise across various financial topics, including financial consultancy, wealth building, saving planning, fixed income planning, Health insurance advice, MF related, tax savings and filing, and investment planning.
Mr. Sugumar's knowledge and clear explanations made him a pleasure to work with. He is truly my go-to person for all things money-related. Thank you, Mr. Sugumar, for such a wonderful experience!
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Naveen
Financial Advisors
I recently had the pleasure of welcoming Mr. Sugumar the financial advisor to discuss various savings and investment strategies. The advisor was exceptionally professional, punctual, and well-prepared, bringing a wealth of knowledge and resources to the table. He patiently explained different investment options, tailored advice to my financial goals, and answered all my questions with clarity and insight. His expertise and genuine care for my financial well-being were evident throughout our meeting. I am truly impressed with the quality of service provided and feel more confident about my financial future. I highly recommend his services to anyone looking to gain a deeper understanding of their finances and explore effective investment strategies. More...
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Satish
I had reached out to Mr.Sugumar sir for IT returns filing. I'm really satisfied with his financial advises and his patience to listen our needs/requirements. He clearly explained about the tax planning and investment details.Thanks for the valuable information u shared. More...
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Baskar
It’s my first experience with financial consultant.Mr Sugumar from CSS. He is technically sound and down to earth person. The best part is that he is not pushing the customer to invest immediately . He first analysis the current financial condition then recommends what to do and what not to do.I would recommend CSS for who needs a honest opinion More...
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S Ganesh Reddy
Though I don’t know Mr. Sugumar who has contacted through my LIC policy maturity details , and met me when I came to India ,spent his valuable time, he is very polite, humble with humanity nature , explained the all aspects of wealth creation without any his own benefits and having vast knowledge on wealth management investment systems, he can be worth trusting gentleman.
Regards
S Ganesh Reddy
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Praburaj
I initially contacted Mr.Sugumar of CSS Financial solutions for the tax filling work. I was very happy with the service offered by him, as he is very professional with the process. Later, I consulted him for wealth management and tax saving advice. He understood the requirements quickly and offered very good suggestions for investment and tax savings. He is highly knowledgeable person to guide on various topics and very polite in communication at the same time. I would certainly recommend him for any financial and tax planning activities. More...
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Awan Kumar
It's our first experience with a consultant and we are glad to discuss our financial issues with Mr.Sugumar whom we met online. He is very polite, sincere and technically sound in his knowledge about financial issues, investments ,share market and financial planning.We recommend Mr.Sugumar to all who need honest opinion on financial issues. More...
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Sandhya
I contacted Mr. Sugumar for tax consultation, he was quick in dealing with the process and showed great professionalism in the whole filing process. I completed my whole filing process from Poland with ease without any trouble using his great Consulting service. I recommend his service. More...
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Satheesh
Understanding the client requirements and stimulating for more questionnaires with respect to financial planning
Prabhavathy R
I was very much delighted with the service offered by Mr.Sugumar of CSS Financial solutions. It was really relieving to work with a financial adviser who is truly interested in knowing and understanding the client’s circumstances, requirements and preferences. The way Mr.Sugumar spent his valuable time in knowing our knowledge of handling finance even at home management level and advising the ideal way of managing it was very informative and impressive. I would highly recommend Mr.Sugumar's services wherever and to whomever possible. More...
Ramani
After having a terrible experience with another financial adviser I was a bit wary going into my initial meeting with CSS Financial Solutions.
I was quickly relieved to find that Mr.Sugumar of CSS was professional, understanding, highly capable, and also very relatable. He has taken the time to explain us absolutely everything we have covered and assured me that we are taking the right steps to secure my financial future. I'm thrilled to have found CSS and would definitely recommend him to others!
Excellent knowledge, guidance and support extended in the area of Wealth Management &Liability Management.
Possessing a very great knowledge and customer friendly approach in our tax management as well.
We wish CSS all the best in their future endeavours.
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Swetha D
Appreciated session from Mr. Sugumar. Learned a lot about investment, liabilities and taxation. Thanks for your valuable time. Got more information about liabilities management. More...
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Vasantaraj R
Very good session from Mr.Sukumar learn a lot about liability management, retirement and child investment and tax filling. Thanks for your valuable time and information. More...
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Ganesh babu
He was explained very informative things about the my current financial status, guranteened Return, SIP,
Stragetic investment plan.
Natrayan C
I know Sugumar for couple of years, but got opportunity to meet in person last month. It was really an interesting and informative meeting. He is very kind about how he shares his knowledge and advice to us. It is always nice to speak to someone who can share their expertise in a polite and friendly way. Sugumar is one such person whom I met recently. It is nice to collaborate with him for my financial and wealth balancing. More...
Jebakumar. A
He gave wonderful plan my self and children's... TAX filing.. housing plan .. health benefits plan..
Multiple solution under one umbrella...
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ANGAYER KANCHANA
Very good Person Responsible informative and Kind person
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Pandian pari
Financial Advisors
Knowledgeable consultant. Cleared all my doubts. Offered good financial advice.
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Poornima
Sukumar sir is very quick to answer and clarified my questions related to IT filing in a detailed manner. Happy working with him!
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Nagamohan
I had the opportunity to interact with Mr.Sugumar of CSS Financial solutions for my ITR filling and general financial consulting his knowledge on the Income tax filling and personal finance are greatly appreciable and practical to follow. Will recommend friends to check with him before making any financial decisions. More...
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Dhanasekar G
Good and in detail explanation on taxation and liability management
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Dhanasekar G
Good and in detail explanation on taxation and liability management
Prabhu subramanian
Sukumar was provided the best service it's related to LIC, IT returns and many financial advisory. He is very sincere with dedicated person in his profession and quick responsible person.
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Prakash
Really great working with sugumar sir, he was polite and given lot of inputs on investments and taxation it was really helpful for us
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Murugesan R
I have done my Income tax return filing through Sukumar sir. He provided the service professionally and got the refund on time. Also I got financial advise for my investment planning. He explained very well and clear my queries with thorough explanations. Suggested everyone who wants to file ITR and financial advise.thanks. More...
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Kishor Kumar
Sugumar sir provided great, thorough financial and ITR returns advice. From our first meeting, he understood my needs and he explained everything in a way I could understand. Thanks for your valuable time sir.
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Vinayagamoorthy
Financial Advisors
Well knowledgeable person and explain in good manner about goal based short and long term strategical financial planning.
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Vicky
Great guidance from Mr Sugumar. Highly knowledgeable person to guide on various topics including financial consultancy, tax savings and filing, investment planning, etc. Thank You for your guidance.
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Jancy
Excellent service from Mr.Sugumar sir and Priya mam
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Sudha Rajeswar
Im staying in Qatar. My matured policy was done easily and was credited on the exact date .Some people just go out of their way to be helpful and he is one of them!
Very professional , knowledgeable and sincere. Thank you for your help & advice.Will definitely keep in touch .
Best wishes !
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Vijay
Good knowledgeable person on Financial Planning and IT-returns filling.
He listens to your needs and give you the best financial plan as per your family income.
Thank you, sir, for your valuable information and guidance!!!
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Venkatraman K
Great guidance and service from Mr Sugumar. Excellent person to guide on various topics including financial consultancy, tax savings and filing, investment planning, etc. . My go-to person for all topics related to money.. Thank you Mr Sugumar for such a wonderful experience. More...
Ananth Kumar
Sugumar advised on prioritizing the type of investments that best suited for my financial position and needs.
With his guidance now I could plan the investments/savings in a better way.
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Anuradha R
Great service! Got excellent advice on how to decrease my tax liability and CSS managed to save me even more than I originally thought. Very happy so far, I will continue to use their services going forward. Finally no more shopping around for a new ‘tax person’ More...
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Uthra
Expert advise and great service.
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Muthu Selvi
I reached out to Mr.Sugumar sir for IT returns filing. We are highly satisfied with his service and patience to listen our needs/requirements. He explained me clearly about tax planning and investment details applicable to my annual income. Very simple and honest man! Thank you sir for your valuable information and guidance. All the best to CSS Financial solutions!!! More...
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Dr.R.Selvakumar.M.D.
Financial Advisors
Iam Dr. R. Selvakumar.M.D., Professor & Head , Department of Forensic Medicine, Govt. Kilpauk Medical College, Chennai.I have consulted Mr. Sugumar, Financial consultant for my investment and tax benefits, he has advised me in a professional way. More...
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Vivek
I recently had discussion with Sugumar on financial planning ... His advices were top notch and to the point ... He clearly understands what our requirement is, gather relevant details for the same and articulates things in a very neat way.
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His humble replies despite having a deep knowledge in the subject gives a feel good factor and cherishes the overall discussion ...
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Pauling Durai
Sugmar. my tax consultant, known him for the past seven years through my office colleague. First time I got an experience that how to manage my hard earning money and to avoid spillover of my savings.
Now with the platform of CSS financial Solutions with his team, he gave me some guidance regarding my investment planning, life insurance, medical insurance etc along with their follow up by timely advising the current trends in the market.
At present sicario, his expert team with their extremely professional, knowledgeable giving lots of valuable investment plan according to my earnings.
Finally, I would like to highly recommend that CSS financial Solutions to anyone looking for guidance and advice on investment planning, life and medical insurance.
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Udayakumar
Sugumar sir, The best financial adviser I have ever spoke with, he suggested for the best insurance on all applicable section which help fr my family and also helps for IT Filing. ... I will surely recommend my friends... rating 5/5. More...
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Jeyasudha
Mr. Sugukumar sir explained the tax saving plans clearly and his response time to our queries is really much appreciated.
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Senthilraja
Tax savings very well explained. Experienced in the tax saving, financial solutions.
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krishnan.
Financial Advisors
Mr.sugumar arraived on time and explained about the financial planning and personal advise in a very friendly
manner and future planning. it was very useful for us.
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What do you love most about your job?
I like my professional job. I am doing Financial Planning and Investment. Always i am doing service based job.
What inspired you to start your own business?
My situation i take it my own path. Industry related information gathering and analysing.
Why should our clients choose you?
I am a professional and i give to my client properly suggestions and next level
Can you provide your services online or remotely? If so, please add details.
Yes. I am providing both services. Income tax filing, financial planning and investment also.
What changes have you made to keep your customers safe from Covid-19?
Not only covid situation. Always i suggestion keep it emergency fund and medical insurance
Tax . Financial planning and Investment Consultant
Financial Planning
Wealth Management
Income tax filing returns
Investment advisor
Money Management
Liability Management
Child Education Planning
Pension Corpus
Marriage Fund
Annuities
NRI Income tax filing
NRI Concept
Medical Insurance
Mutual Fund
ELSS
SIP
QROPS
QROPS PENSION PLAN
UK PENSION FUND
UK PENSION FUND TRANSFER SERVICE
STRATEGY INVESTMENT PRE-IPO
STRATEGY INVESTMENT PRE-IPO