capassist.in

Our Team

Experts Behind Smart Financial Solutions

At Cap-assist, our strength lies in a team of experienced finance professionals who combine strategic insight, execution capability, and practical business understanding.

Our team works closely with clients to deliver cost-efficient financial solutions — without heavy consultancy fees — ensuring clarity, transparency, and measurable outcomes at every stage.

Naveen Bajaj

Founder

FCA, DISA, B.Com

Mr. Naveen Bajaj is a banking and finance professional with over 14 years of experience, having worked with leading institutions including State Bank of India, Central Bank Of India, Bank of Baroda, Union Bank, Canara Bank, Bank of India, and Punjab National Bank, ICICI bank, HDFC, Kotak etc. Since 2012, he has specialized in debt syndication and fundraising, with expertise in CGTMSE loans, cash credit & OD limits, and debt structuring, working closely with banks, NBFCs, and AIFs to deliver tailored financing solutions.

Arpit Ostwal

Co-founder

Arpit is a Chartred Accountant & seasoned financial services professional and entrepreneur, he now empowers MSMEs and corporates across India with tailored financial solutions. Combining deep industry insight with a client-centric approach, Arpit helps businesses access capital efficiently and achieve sustainable growth.

He brings strong professional expertise in Project Finance, Bank Audits, and Concurrent Audits, with a focused approach towards compliance, risk assessment, and financial due diligence. His analytical skills and hands-on experience enable him to deliver reliable and value-driven audit and finance solutions.

Sumit Lalani

Co-founder

Sumit is a Chartered Accountant & has extensive experience in corporate and retail loans, he delivers tailored lending solutions to meet diverse client needs. His strong track record, analytical skills, and industry insight enable him to design innovative financing strategies that drive business growth, improve client outcomes, and build long-term relationships.

Rinky Agarwal

Co-founder

Chartered Accountant having expertise in Retail Loan underwriting, appraisal and alignment with evolving banking policies.

3+ years of rich experience in Relationship Management of corporate and retail clients with ICICI Bank.

Experience in Preparing Working Capital, Business Loan Proposals, Reviewing & Analyzing financial performances, YOY Renewals & Enhancements.

Rinky Agarwal

Partner

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Our Banking Partner

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What our Clients say?

CapAssist played a crucial role in structuring our funding strategy. Their clarity, responsiveness, and deep understanding of financial instruments helped us move forward with confidence.
Rahul Verma
CEO, Bridgenext
What sets CapAssist apart is their practical approach. They understand business realities and provide solutions that actually work, not just theoretical advice.
Suresh Iyer
Chief Financial Officer
CapAssist acted like an extended finance team for our company. Their support during our growth phase was timely, reliable, and highly valuable.
Neha Kapoor
Entrepreneur & Startup Founder
From financial planning to execution, the CapAssist team was extremely professional. Their guidance helped us streamline cash flows and make better strategic decisions.
Ananya Deshpande
Director, Mid-size IT Services Company