Nayan Mahesh Shah, C.A., M.Com

AMFI Registered Mutual Fund Distributor

IRDAI Registered Insurance Advisor

SEBI Registered PMS Distributor

NSE Certified Advanced Goal Planner

Mr. Nayan Mahesh Shah’s journey from a modest beginning to becoming a beacon of financial wisdom is both inspiring and impressive. At the pinnacle of his professional career, Mr. Nayan experienced a profound realization: “I can positively uplift the financial security of families.” This revelation prompted him to make a pivotal career shift, channeling his expertise into creating lasting financial stability for others.

A testament to his resilience and dedication, Mr. Nayan overcame numerous challenges during his formative years. He excelled academically, graduating from the prestigious Narsee Monjee College in Mumbai, obtaining a Master’s in Finance from Mumbai University, and earning his Chartered Accountancy from the Institute of Chartered Accountants of India. His academic journey was marked by a deep-seated passion for mathematics and personal finance.

Mr. Nayan embarked on his professional journey in mutual fund distribution in 2007, where he began assisting families in navigating their investment choices. The founding of DIPTI INVESTMENT in 2016 marked a significant milestone, establishing him as the guiding force behind the firm’s remarkable success. As the mentor and chief officer, Mr. Nayan has steered the organization to new heights, thanks to his expertise and visionary approach.

Central to Mr. Nayan’s success is his dedication to research and asset allocation. He has developed a proprietary tool to evaluate mutual fund offerings, meticulously analyzing rolling returns, risk parameters, and qualitative aspects of each scheme. Additionally, he has crafted various asset allocation models tailored to different age groups and risk profiles. His commitment to staying abreast of industry advancements is evident in his active participation in seminars and conferences.

Mr. Nayan attributes his success to a steadfast commitment to honesty and transparency. He is a strong advocate of financial education, ensuring that his clients thoroughly understand both the short-term and long-term implications of their investment decisions. This approach has resulted in an impressive 97% client retention rate over five years or more.

With a comprehensive background in financial products, planning, taxation, accountancy, and mathematics, Mr. Nayan is dedicated to offering holistic investment strategies. His vision is to empower each client with the knowledge and tools needed to achieve financial independence and security.

About Our Company

Recognizing a gap in high-quality financial services, DIPTI INVESTMENT was founded to offer a seamless investment experience with cutting-edge reporting and personalized support. Our mission is to be the most trusted partner in achieving the financial goals of our esteemed clients.

Today, DIPTI INVESTMENT proudly serves over 220 families and 500+ unique investors, managing a combined wealth of over 60 crores. Our portfolio includes mutual funds, Portfolio Management Services (PMS), fixed deposits, and bonds, alongside life insurance and mediclaim solutions for over 100 families.

Embracing technology, we offer a comprehensive range of financial products online, complemented by detailed reports and virtual meetings via ZOOM and other online platforms. Our geographic reach extends across 12 states in India and internationally to countries including Saudi Arabia, the USA, the UK, Germany, Singapore, China, and Australia. Our advanced MIS software ensures smooth transactions and error-free asset reporting, accessible through our website and mobile applications for both Android and iOS.

Under the NIVESH SARAL brand, we are dedicated to expanding our product offerings with innovative solutions while continuously enhancing our technology and interfaces to provide clients with unparalleled ease in transactions and reporting.