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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.

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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.

Dipti Nayan Shah

(B.A. Sociology)

AMFI Registered Mutual Fund Distributor
IRDAI Registered Insurance Advisor

Joining DIPTI INVESTMENT in 2019 as a co-founder, Mrs. Dipti Nayan Shah has been instrumental in supporting the firm’s expanding client base. Her deep interest in financial products and the stock market complements her role, allowing her to bring valuable insights and expertise to the table.

In her role at DIPTI INVESTMENT, Mrs. Dipti excels in back-office support and the development of client-centric tools. Her academic background in sociology provides her with a unique understanding of investor behaviour, enabling her to devise effective solutions for addressing client concerns. Her meticulous approach to documentation ensures that the firm maintains impeccable records.

Mrs. Dipti has been a driving force behind the establishment and growth of the firm’s insurance portfolio. Her specialization in crafting personalized insurance solutions has not only enhanced client satisfaction but also earned her multiple accolades for exceptional sales performance in the insurance sector.

Her vision is centered on delivering outstanding service, ensuring that each client of DIPTI INVESTMENT experiences comprehensive satisfaction and a high level of confidence in their financial strategies.

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