Dipen Shah

NRI FinOne

Certified Financial Planner

Service Location

Vadodara

Professional Licenses

FPSB

#127173 / IN151392

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

Vadodara, Gujarat, India.

Website

https://nrifinone.com/

Client Focus & Services

Best suited for

NRI Investments, NRI Financial Planning, NRI Homecoming, Alternative Investments, Startup Investing, Portfolio Management, NRI Insurances

Problems solved

Banking, Investments, Taxation and Finance-related problems for NRIs and Wealth management for Indian professionals.

What this advisor does NOT do

Day trading, Crypto, Stock advisory, Real Estate, etc.

About Dipen Shah

NRI FinOne is a specialized financial services platform created to simplify investing and financial management in India for NRIs and OCIs. Built as a one-stop solution, the platform addresses long-standing challenges such as complex regulations, excessive paperwork, fragmented services, and unclear investment guidance. NRI FinOne supports global Indians across the entire spectrum of their financial journey—ranging from KYC, PAN, NRE/NRO banking, remittances, and investment structuring to taxation, insurance, estate planning, and guidance on returning to India. Its vision is to enable the global Indian diaspora to participate confidently in India’s growth story through personalized, client-first solutions.

The firm was co-founded by Dipen Shah and Nupur Shah, both Certified Financial Planners (CFPs), who together bring over a decade of experience in wealth management and financial planning. Having worked closely with NRIs and OCIs, the founders deeply understand the regulatory, tax, and emotional complexities of managing cross-border finances. This insight led to the creation of NRI FinOne—a platform designed to act as a single financial partner rather than a collection of disconnected services. The firm believes that every NRI and OCI has a unique financial story, and its role is to architect tailored strategies aligned with individual goals, risk appetite, and time horizons.

Dipen Shah, on a mission to help NRIs and OCIs to participate in India's growth story, is a CFP® and Co-Founder of NRI FinOne with a strong academic background in Chartered Accountancy and extensive experience managing large client portfolios. His advisory philosophy prioritizes clarity over complexity, solutions over products, and trust over transactions. Rather than focusing solely on returns, he emphasizes disciplined planning, informed decision-making, and a smooth financial journey. Through NRI FinOne, Dipen and his team are committed to empowering global Indians to navigate India’s financial ecosystem with confidence, structure, and peace of mind.

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