Private Client Services

Protecting what you have builtacross generations.

Estate and succession planning that turns a wealth creator's intention into lasting structure.

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Private Client Services

·Wills & Executorship
·Family Trusts
·Business Holding Trusts
·Family Constitution & Governance
·Cross-Border Structuring
·Wealth Protection Structures

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Private Client Services

Wills, family trusts, business holding trusts, family governance and wealth protection.

Fund Services

GIFT City platform services, fund setup, global fund structures & solutions and fund administration.

Corporate Services

India entry strategy, entity setup, annual administration, directorship and registered office support.

Who We Are

·Vision ·Mission ·Why choose us ·Our numbers

Every family situation is unique. A well-crafted estate and succession plan transforms intention into structure — ensuring the wealth creator's vision endures for current and future generations.

CAWT coordinates estate planning, private trust structuring, family governance, cross-border solutions and fund services under one roof, with one accountable advisor for the family.

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Cap Alpha WhiteTrust Global Pvt. Ltd.

Boutique by design.
Institutional in capability.

Founder-led from day one. Three principals on every mandate. Direct partner access, fast turnaround on changes, bespoke drafting from first principles — without the layered approval chains and template documents of global service factories.

60+ Years

Combined Leadership

Three founders with senior-practice experience across global platforms.

100% Focus

UHNI Specialisation

A dedicated practice for promoter groups, entrepreneurs and senior executives — not a side desk inside a bank or audit firm.

360° Scope

Integrated Platform

Estate planning, trust structuring, AIF setup and cross-border advisory under one accountable partner.

GIFT City

On-the-Ground IFSCA

Upcoming GIFT City branch enabling IFSCA-compliant cross-border wealth and family-vehicle structuring.

Compliance First

Audit-Ready Framework

Robust governance across SEBI IA, IFSCA, Income Tax, FEMA and PMLA from day one. Trustee-grade documentation.

Built for Generations

Multi-Generational Stewardship

Structures and oversight designed to outlast the founders — preserving family alignment, not just transactions.

Our Approach

A four-phase methodology designed to reduce complexity, not multiply it.

Leadership

Three founders.
One accountable partnership.

Years

Founder & CEO

Neeraj Aggarwal

Funds, Private Clients, Capital Markets & Corporate Services. Most recently Regional Commercial Head — India, Mauritius & Middle East at Apex Group.

TEP · LLB · CFP · MBA

Architectural detail — pending portrait.

Years

Founder & COO

Niyati Vijay Doshi

Estate & succession planning, fund services, financial-legal-compliance expertise across Vistra, BSE and advisory practice of Mr. G N Bajpai.

CA · CS · LLB · B.Com

20+

Years

Founder & CBO

Chirag Shetty

Banking, fund administration and business development across India, Mauritius, Middle East and Southeast Asia. Senior leadership at Apex, Kotak Mahindra and HSBC.

B.Com · MMS (NLDIMSR)

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