Who we are?

Earlier, NRI investment in India was challenging due to complex regulations, too much paperwork, misleading advice, inadequate services, and a lot of confusion on where to Invest and how to Invest.

Welcome to NRI FinOne!

A one-stop platform for all your financial requirements. Whether it’s about Investment in India, KYC, NRI taxation, documentation services and banking solutions. We provide comprehensive services backed by in-depth market knowledge and a client centric approach.

Our Vision

To provide personalised financial solutions that cater to the unique needs of the global Indian diaspora who wish to participate in India’s growth story. 

Our Mission

Revolutionize investing in India for NRIs and OCIs through customised solutions and client first approach.

We believe that every NRI and OCI has a distinct financial story. Our role is to be the architect of that story, crafting tailored solutions that align with your goals, risk appetite, and investment horizon. From navigating India’s complex investment landscape to maximizing returns, we are committed to providing you with the support and expertise you need.

At NRI FinOne, we’re not just offering financial services; we’re empowering you to be an active participant in India’s growth trajectory.

We believe that every NRI and OCI has a distinct financial story. Our role is to be the architect of that story, crafting tailored solutions that align with your goals, risk appetite, and investment horizon. From navigating India’s complex investment landscape to maximizing returns, we are committed to providing you with the support and expertise you need.

At NRI FinOne, we’re not just offering financial services; we’re empowering you to be an active participant in India’s growth trajectory.

Welcome to NRI FinOne!

A one-stop platform to your financial requirements. Whether it is investment in India, KYC, NRI taxation, documentation services, banking solutions. We provide comprehensive services backed by in-depth market knowledge and a client-centric approach.

We believe that every NRI and OCI has a distinct financial story. Our role is to be the architect of that story, crafting tailored solutions that align with your goals, risk appetite, and investment horizon. From navigating India’s complex investment landscape to maximizing returns, we are committed to providing you with the support and expertise you need.

At NRI FinOne, we’re not just offering financial services; we’re empowering you to be an active participant in India’s growth trajectory.

People behind NRI FinOne

Dipen Shah, CFP

Co-founder

Nupur Shah, CFP

Co-founder

With over a decade of combined experience in wealth management and financial planning, the founders Dipen Shah and Nupur Shah, both CFPs, understand the unique challenges NRIs and OCIs face while investing in their home country and with this insight, they have built a platform “NRI FinOne”, dedicated to simplifying the investment process for global Indians.

Journey of an NRI with NRI FinOne

  • Update or get a new PAN (Documentation)

  • Open new or convert to NRO & NRE accounts

  • Get new CKYC or update KYC for Investments in India

  • Fund transfers and remittances

  • Structure an Investment plan and Invest in different asset classes

  • Taxation advice, Help in ITR filling in India as well as in the source country

  • Guidance on Returning to India, special situation Investments, etc.

  • Insurance and global life cover for NRIs

  • Estate Planning

In this journey of investing in India, NRI FinOne is there to help and assist you at each step!

he founders, Dipen Shah and Nupur Shah, both CFPs, bring over a decade of combined experience in wealth management and financial planning to NRI FinOne. 

Having worked in the wealth management firm and catering to many NRI clients, they understand the unique challenges NRIs and OCIs face when investing in their home country. With this insight, they have built a platform that is committed to simplifying the investment process for global Indians.

Let's have a quick chat

Products:

  • 1:1 session with CA on Tax Consultancy/ Advisory
  • Help in ITR Filling in India and well as in your source countr
  • Form 15CA-15CB for Remittances 
  • Other reporting requirements like FEMA, IRS
  • Incorporation of entities in India as well as in foreign countries
  • Inheritance Planning and Tax guidance on the same
  • Other services like Lower TDS, DTAA Consultancy, Advance Tax Planning, Capital Gain working

Price : services starts with USD 50

Products:

  • 30 min 1:1 session on NR Banking Services 
  • An unbiased guide on out of 90+ commercial banks in India, Which bank is suitable and preferable to your needs and requirements
  • A comprehensive guide on various services and Interest rates 
  • Assistance in the NRO & NRE account opening process
  • Quick advice on FCNR FDs, GIFT FDs, Bank FDs, NBFC FDs, etc. also help in the execution.

Price : USD 100 50

Products:

  • NRE Fixed Deposits (FDs) – Tax-free returns for NRIs.
  • Gift City Route – Leverage India’s 1st ISFC route
  • Life Insurance Products – Tax-saving and gauranteed insurance solutions
  • ELSS Mutual Funds – 3 years lockin

Features:

  • Products with tax benefits or tax-saving potential
  • Attractive post-tax returns, easy onboarding
  • NRE FDs and LIfe insurance products – Exp. IRR 6-8% (no tax)
  • GIFT City products have min. ticket size of USD 1,50,000.

Save Today, Prosper Tomorrow - Smart Tax Moves!

Products:

  • P2P Lending – Get Higher returns through RBI regulated Instrument Peer to Peer
  • Securitised Debt Instruments (SDIs) – Explore various asset classes under SEBI regulated listed instrument
  • Fractional Real Estate – Get and exposure of Real Estate in Financial Product
  • Unlisted Opportunities & Pre IPOs – Invest in India’s promising unlisted and pre IPO opportunities

Features:

  • Ideal for those who want double-digit returns without equity market risk
  • Expected IRR 10-15% (for unlisted and pre-IPOs, no standard expectations)
  • Risk is Moderate, Credit risk and Interest risk are there
  • Suitable tenure of more than three months to 5 years

Naye Bharat ki, Nayi Choice

Products:

  • Debt Mutual Funds– Steady returns with diversified debt investments.
  • Fixed Deposits (FDs)– Secure and predictable returns.
  • Non-Convertible Debentures (NCDs) – Higher yields with fixed income.
  • Bonds – Government and corporate bonds for stable returns.

Features:

  • Ideal for those who are uncomfortable with equity volatility
  • Expected IRR 7-10%
  • Risk is Lower, Credit risk and Interest risk is there
  • Suitable tenure of more than six months to 10 years

Steady as a Banyan Tree - Grow Your Wealth Securely

Products:

  • Portfolio Management Services (PMS) – Customised investment strategies (Min ticket size Rs. 50 Lacs)
  • Alternative Investment Funds (AIFs) – High potential opportunities (Min ticket size Rs. 100 Lacs)

Features:

  • Ideal for Matured and Seasoned Investors
  • Expected IRR 20-40% in the long run
  • Risk is higher; one may see negative returns too
  • Suitable tenure of more than five years

For Those Who Play Big - The Maharaja's Investment Choice!

Products:

  • Direct Equity (through PIS, Non PIS) – Participate in India’s booming stock market
  • Mutual Funds – Diversify your investment across the sectors, themes and market cap
  • Exchange Traded Funds (ETFs) – Low cost, diversified exposure, various strategies
  • Index Funds: Invest in India’s top indices and grow with the economy

Features:

  • Ideal for those who understand equities, volatility and want multifold returns in long term
  • Expected IRR 14-25% in the long run
  • The risk is higher; one may see negative returns, too
  • Suitable tenure of more than 3-5 years

Be the part of Samridhh Bharat!

Other services

Your needs, our solutions – Customised Services

  • NRI Insurance
  • NRI Documentation
  • Assistance on NRI Homecoming

Banking Solution

Connect First, Choose the Right Bank in India

  • 30 min 1:1 session on NR Banking services in India
  • Help in opening NRE & NRO Account
  • No need to visit India
  • Analysis of NR banking services

Taxation Solutions

Simplify your Taxation and Compliance in India

  • 1:1 session on taxation advice with CAs and CFPs
  • ITR in India as well as source country
  • Tax calculations, workings and check compliances

Investment solutions

We believe in Purpose not Numbers – Discover Our Solutions!

  • Explore our purpose driven solutions
  • Wide range of offerings from 5-40% IRR
  • Easy onboarding, online transactions and Digital access