Leadership

Three founders.
One partnership.

50+ years of combined leadership across fiduciary, fund administration and financial services — with senior practices held at Apex Group, Vistra, BSE, Kotak Group, ICICI Bank and HSBC. The principals you meet at the first conversation are the ones who steward your mandate for the long term.

25
Years of practice
Founder & Chief Executive Officer

Neeraj Aggarwal

Neeraj is the Founder & CEO of Cap Alpha WhiteTrust Global Private Limited — a one-stop platform offering integrated solutions across estate and succession planning, family funds, GIFT City and cross-border structures for UHNI families, alongside end-to-end fund services for global investors deploying capital into India.

He brings over 25 years across Funds, Private Clients, Capital Markets and Corporate Services — having held senior leadership roles across global platforms. Most recently, he was Regional Commercial Head for India, Mauritius and the Middle East at Apex Group.

Career
  • Apex Group
    Regional Commercial Head — India, Mauritius & Middle East
  • Vistra
    Commercial Head — India & Mauritius (11 years)
  • Kotak Group
    Estate Planning & Private Trust Structuring
  • ICICI Bank
    Banking, Insurance & Mutual Funds
Qualifications
TEP (STEP Singapore) · LLB · CFP · MBA · Solicitors & CS (Pursuing)
15
Years of practice
Portrait pending
Founder & Chief Operating Officer

Niyati Vijay Doshi

Niyati is the Founder & COO of Cap Alpha WhiteTrust — a multi-disciplinary professional bringing together a rare combination of financial, legal and compliance expertise.

With over 15 years across estate & succession planning and end-to-end fund services, she advises entrepreneurs, promoter families, senior executives and family offices on the full spectrum of succession and estate matters — known for her meticulous documentation and ability to navigate complex multi-jurisdictional structures.

Career
  • CAWT
    Founder & COO — All practice areas
  • Vistra
    Fund Services, Estate Planning & Compliance
  • BSE Ltd.
    Capital Markets, Regulatory & Governance
  • Intuit Consulting
    Mr. G N Bajpai's firm — Advisory Practice
Practice Areas
Estate Planning
Wills, Letters of Wishes & Family Trusts
Family Governance
Settlements, arrangements & frameworks
Trust Operations
Trustee services, structuring & compliance
AIF Structuring
SEBI AIFs and IFSCA AIFs advisory
Qualifications
Chartered Accountant (CA) · Company Secretary (CS) · LLB (Mumbai University) · B.Com
20+
Years of practice
Portrait pending
Founder & Chief Business Officer

Chirag Shetty

Chirag is the Founder & Chief Business Officer of Cap Alpha WhiteTrust — bringing over 20 years of experience spanning banking, fund administration and business development across India, Mauritius, the Middle East and Southeast Asia.

He has deep expertise in fund structuring, GIFT City operations and cross-border investment solutions — having held senior leadership roles across Apex Group, Dovetail Capital, Kotak Mahindra and HSBC.

Career
  • Apex Group
    Director & Head, Business Development — India · Fund Administration
  • Dovetail Capital
    Founding Team — Sales Lead, Fund Solutions & Administration
  • Kotak Mahindra
    Banking & Financial Institutions · NBFC Financing & PE Coverage
  • HSBC
    Commercial Banking · Trade, Treasury & Working Capital
Qualifications
B.Com · MMS (NLDIMSR, Mumbai)
Geographies
India · Mauritius · Middle East · Southeast Asia
Speak with a founder

Every mandate begins with a private conversation.

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