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.
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 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 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.
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.
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