One Solution To Serve All Your Asset Management Technology Needs.
Learn moreOne Solution To Serve All Your Asset Management Technology Needs.
Learn moreWe deliver integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers.
Our Mission is to Simplify the Investment Process.
Our offering seamlessly integrates and simplifies front, middle, and back-office workflows. Clients using Nirvana can consolidate disparate data across multiple counterparties, accounts and asset classes in real-time. Our solution includes middle and back-office services where we work with you to manage these tasks. With customized dashboards and integrated compliance, you are able to manage complex portfolios from a single view, allowing for confident decision making. Our elegant mobile platform provides interactive drill-down analytics, allowing timely access to your data from anywhere, at any time. Whether you are a Portfolio Manager, Chief Financial Officer or Chief Compliance Officer, Nirvana can customize data output and analytics to fit your needs.
Our Solutions are designed in a modular architecture allowing you to buy what you need. These services are delivered through a SaaS model which allows us to provide updated functionality quickly and seamlessly. The systems and the data is hosted in a secure Cloud which ensures security of your data. The result is a seamless solution that fits with your current infrastructure and delivers up to a 50% total cost savings vs inhouse / competitor solutions.
Addressing the complex and dynamic needs of our clients is at the forefront of everything we do. As a client, you will have a dedicated relationship manager to provide you with high-touch support. Our philosophy of “clients come first” delivers an unparalleled support model with round-the-clock access to our team.
Fully managed cloud based solution with round the clock support.
Modular design allowing clients to license Nirvana as an integrated solution or license individual modules to solve specific workflow challenges.
Out of the box connectivity to major Prime Brokers, Custodians, Administrators, and Executing Brokers thereby minimizing start-up time and cost.
Integrated back office services including security master, dividend and corporate action management resulting in an optimized cost of ownership and delivering significant savings.
High-touch premium support offered in a "follow the sun" model. We see our clients as our partners and strive for mutual success.
Our highly experienced and award winning team have been recognized for their commitment to developing cutting edge technology and delivering solutions to the industry's most complex operational needs.
Shams is the Founder and Chief Executive Officer at Nirvana. He started his career in Asia and worked in Singapore and Tokyo in Investment Banking / Sales & Trading. He left Asia in 1990 and moved to New York to pursue an MBA at the Stern School of Business, New York University. At NYU Shams received an MBA with a double major in Quantitative Finance and Economics. Upon graduation, he joined Morgan Stanley as a Derivative and Structured Product specialist and built his career in New York, San Francisco, Hong Kong and Singapore. After a successful 10 years at Morgan, Shams saw an opportunity in Fintech and started his first company Advanced Financial Applications (AFA) and its broker/dealer subsidiary EGS. At AFA Shams spearheaded the product vision and AFA was one of the first companies to release a web enabled Order Management Solution (OMS) in a SaaS model for Alternatives / Hedge Funds. While at AFA, he saw a market gap for an integrated solution and started Nirvana to fill this need. At Nirvana, Shams is active in all aspects of the business and continues to spearhead its strategic business and product vision. He has navigated the Company through several successful fund raises, many product releases and has taken the company to where it is today; a successful, profitable thriving business. Shams has a strong entrepreneurial track record in the financial technology space and has been an entrepreneur for over 20 years. He has a deep understanding of the Asset Management Industry and a passion for building great product.
Sumit is the Chief Technology officer at Nirvana. He has over 20 years of experience in software engineering and technology. He started his career with a software services and consulting start-up in 1999, Nagarro. At Nagarro, he was managing several key customer accounts and contributed to company’s early growth. Through his career at Nagarro, he gained the invaluable experience of building large and complex enterprise software system in various domains like healthcare, finance, and travel for fortune 500 companies in Europe and North America. He joined Nirvana in it`s early days when the Company was a start-up. Sumit`s initial goal was to establish Nirvana’s development team and ensure a successful product development process. Sumit successfully executed his vision and laid the critical groundwork necessary for a successful development team. With the growth of Nirvana`s business, he moved to the Company`s New York Headquarters and assumed the role of Chief Technology Officer. As CTO, Sumit is responsible for technical architecture, operations, and vision for the Company`s future product offering. As a senior leader he is active in all aspects of company’s businesses and plays a critical role in formulating key decisions defining Nirvana’s product strategy and future path, while ensuring all technical resources are aligned with the business needs. Sumit holds a Graduate and Postgraduate degrees in Computer Science and Applications from Kurukshetra University.
Gennaro began his career at Nirvana in 2012 as a client relationship manager. In this role, he became very familiar with the key challenges faced by asset managers and asset owners. By building deep relationships with clients, partners, and friends, Gennaro was able to help architect solutions to satisfy their complex and ever-changing needs. With a strong understanding of the Nirvana offering, his role naturally evolved into a product management focused position. Under Gennaro`s leadership as Head of Product, Nirvana`s product suite continued to evolve and grow to what it is today. With the maturity of the product management teams, Gennaro was able to step into his current role as head of business development and spearhead Nirvana`s client growth. He continues to work closely with the product teams and the CEO as a product visionary
Gennaro received a B.S. in Finance & International Business from Macaulay Honors College at the College of Staten Island.
Sandeep is responsible for managing our Client’s satisfaction and ensures their voice is heard at the highest level. He is a seasoned veteran with over 21 years of experience in managing clients and making them successful. Sandeep joined the company in its early days and was instrumental in building Nirvana’s highly acclaimed client services team. He then moved to India in 2014 to head Nirvana’s offshore operations and achieved great success in scaling the team from 10 to over 100 professionals. After achieving greater operational efficiency and scale by restructuring and growing Nirvana’s India office, Sandeep returned to New York and now manages client relationships. He is instrumental in all aspects of the business and continues to play an important role in determining the strategic and operational direction of the Company.
Joginder is a Director at Nirvana. He joined the company in its early days as Head of Quality Assurance. He demonstrated his passion and strong leadership and rose to a client success role. Under his leadership, he and his team have successfully implemented hundreds of clients and built of the best service organizations in the industry. Joginder is a seasoned leader with extensive experience in client management and has consistently delivered a differentiated, best-in-class customer experience. Joginder has recently expanded his role to leading a product management team and works closely with the product strategy and business development teams. Joginder Holds Master of Computer Application from Kurukshetra University.
Rajat is the Director of Technology at Nirvana. He joined as a software developer in the early days of Nirvana. He quickly hit the ground running and achieved great success by implementing creative solutions to numerous challenges thrown at him. Through his leadership skills and creativity, he implemented several key initiatives that helped drive efficiency in product support and development operations. His proven leadership abilities and hands on technical knowledge along with “can be done” attitude has been an asset for the Company. As a senior technical leader, he is a key contributor of the broader architectural direction and technology vision chosen by the Company. Rajat is responsible for implementing key strategies and business decisions to successfully deliver and implement the firm’s software products and services.
Punit Agarwal is the Director of Client Services at Nirvana. Punit brings with him over 18 years of experience in the financial sector with a specialty in servicing Asset Managers. He is a subject matter expert (SME) in fund accounting and carries an in-depth understanding of various fund structures such as Private Equity, Hedge Funds, Mutual Funds, Fund of Funds, CDO’s and CLO’s with exposure in simple to complex asset classes. He is highly experienced in product development and has been instrumental in the development of several key reporting and analytical output including complex performance reporting, fund compliance, reconciliation tools and several other critical products. Before joining Nirvana, Punit worked at NAV Consulting Inc., SS&C GlobeOp Financial Services, CITICORP Services and Arcesium India Private Limited leading key client’s end-to-end Fund Accounting Function and Product Development Requirements.
Punit is a graduated from the University of Rajasthan with a double major in Business and Mathematics, and is a qualified Chartered Accountant (CA).
Trisha joined the Nirvana team in 2019 to manage the Human Resource function. She has over 13 years of experience as a HR professional and brings with her a proven track record of driving change, growth, and transformation across multiple business lines. She has been an invaluable resource in helping Nirvana achieve scale and continues to spearhead all HR functions including global hiring, employee welfare management, training & growth.
Robby joined Nirvana in early 2020, he quickly took advantage of his rapidly growing skill set and began to build go-to-market strategies for Nirvana’s expanding product offerings. Robert helps to manage business development opportunities, client relationships, and client connectivity (FIX) across the company.
Robert holds a B.S. in Economics from the University at Albany.
Shams is the Founder and Chief Executive Officer at Nirvana. He started his career in Asia and worked in Singapore and Tokyo in Investment Banking / Sales & Trading. He left Asia in 1990 and moved to New York to pursue an MBA at the Stern School of Business, New York University. At NYU Shams received an MBA with a double major in Quantitative Finance and Economics. Upon graduation, he joined Morgan Stanley as a Derivative and Structured Product specialist and built his career in New York, San Francisco, Hong Kong and Singapore. After a successful 10 years at Morgan, Shams saw an opportunity in Fintech and started his first company Advanced Financial Applications (AFA) and its broker/dealer subsidiary EGS. At AFA Shams spearheaded the product vision and AFA was one of the first companies to release a web enabled Order Management Solution (OMS) in a SaaS model for Alternatives / Hedge Funds. While at AFA, he saw a market gap for an integrated solution and started Nirvana to fill this need. At Nirvana, Shams is active in all aspects of the business and continues to spearhead its strategic business and product vision. He has navigated the Company through several successful fund raises, many product releases and has taken the company to where it is today; a successful, profitable thriving business. Shams has a strong entrepreneurial track record in the financial technology space and has been an entrepreneur for over 20 years. He has a deep understanding of the Asset Management Industry and a passion for building great product.
Sumit is the Chief Technology officer at Nirvana. He has over 20 years of experience in software engineering and technology. He started his career with a software services and consulting start-up in 1999, Nagarro. At Nagarro, he was managing several key customer accounts and contributed to company’s early growth. Through his career at Nagarro, he gained the invaluable experience of building large and complex enterprise software system in various domains like healthcare, finance, and travel for fortune 500 companies in Europe and North America. He joined Nirvana in it`s early days when the Company was a start-up. Sumit`s initial goal was to establish Nirvana’s development team and ensure a successful product development process. Sumit successfully executed his vision and laid the critical groundwork necessary for a successful development team. With the growth of Nirvana`s business, he moved to the Company`s New York Headquarters and assumed the role of Chief Technology Officer. As CTO, Sumit is responsible for technical architecture, operations, and vision for the Company`s future product offering. As a senior leader he is active in all aspects of company’s businesses and plays a critical role in formulating key decisions defining Nirvana’s product strategy and future path, while ensuring all technical resources are aligned with the business needs. Sumit holds a Graduate and Postgraduate degrees in Computer Science and Applications from Kurukshetra University.
Gennaro began his career at Nirvana in 2012 as a client relationship manager. In this role, he became very familiar with the key challenges faced by asset managers and asset owners. By building deep relationships with clients, partners, and friends, Gennaro was able to help architect solutions to satisfy their complex and ever-changing needs. With a strong understanding of the Nirvana offering, his role naturally evolved into a product management focused position. Under Gennaro`s leadership as Head of Product, Nirvana`s product suite continued to evolve and grow to what it is today. With the maturity of the product management teams, Gennaro was able to step into his current role as head of business development and spearhead Nirvana`s client growth. He continues to work closely with the product teams and the CEO as a product visionary
Gennaro received a B.S. in Finance & International Business from Macaulay Honors College at the College of Staten Island.
Sandeep is responsible for managing our Client’s satisfaction and ensures their voice is heard at the highest level. He is a seasoned veteran with over 21 years of experience in managing clients and making them successful. Sandeep joined the company in its early days and was instrumental in building Nirvana’s highly acclaimed client services team. He then moved to India in 2014 to head Nirvana’s offshore operations and achieved great success in scaling the team from 10 to over 100 professionals. After achieving greater operational efficiency and scale by restructuring and growing Nirvana’s India office, Sandeep returned to New York and now manages client relationships. He is instrumental in all aspects of the business and continues to play an important role in determining the strategic and operational direction of the Company.
Joginder is a Director at Nirvana. He joined the company in its early days as Head of Quality Assurance. He demonstrated his passion and strong leadership and rose to a client success role. Under his leadership, he and his team have successfully implemented hundreds of clients and built of the best service organizations in the industry. Joginder is a seasoned leader with extensive experience in client management and has consistently delivered a differentiated, best-in-class customer experience. Joginder has recently expanded his role to leading a product management team and works closely with the product strategy and business development teams. Joginder Holds Master of Computer Application from Kurukshetra University.
Rajat is the Director of Technology at Nirvana. He joined as a software developer in the early days of Nirvana. He quickly hit the ground running and achieved great success by implementing creative solutions to numerous challenges thrown at him. Through his leadership skills and creativity, he implemented several key initiatives that helped drive efficiency in product support and development operations. His proven leadership abilities and hands on technical knowledge along with “can be done” attitude has been an asset for the Company. As a senior technical leader, he is a key contributor of the broader architectural direction and technology vision chosen by the Company. Rajat is responsible for implementing key strategies and business decisions to successfully deliver and implement the firm’s software products and services.
Punit Agarwal is the Director of Client Services at Nirvana. Punit brings with him over 18 years of experience in the financial sector with a specialty in servicing Asset Managers. He is a subject matter expert (SME) in fund accounting and carries an in-depth understanding of various fund structures such as Private Equity, Hedge Funds, Mutual Funds, Fund of Funds, CDO’s and CLO’s with exposure in simple to complex asset classes. He is highly experienced in product development and has been instrumental in the development of several key reporting and analytical output including complex performance reporting, fund compliance, reconciliation tools and several other critical products. Before joining Nirvana, Punit worked at NAV Consulting Inc., SS&C GlobeOp Financial Services, CITICORP Services and Arcesium India Private Limited leading key client’s end-to-end Fund Accounting Function and Product Development Requirements.
Punit is a graduated from the University of Rajasthan with a double major in Business and Mathematics, and is a qualified Chartered Accountant (CA).
Trisha joined the Nirvana team in 2019 to manage the Human Resource function. She has over 13 years of experience as a HR professional and brings with her a proven track record of driving change, growth, and transformation across multiple business lines. She has been an invaluable resource in helping Nirvana achieve scale and continues to spearhead all HR functions including global hiring, employee welfare management, training & growth.
Robby joined Nirvana in early 2020, he quickly took advantage of his rapidly growing skill set and began to build go-to-market strategies for Nirvana’s expanding product offerings. Robert helps to manage business development opportunities, client relationships, and client connectivity (FIX) across the company.
Robert holds a B.S. in Economics from the University at Albany.
Nirvana Awarded “Best Portfolio Management Software Provider – Overall”.
- HFM Week
Nirvana Awarded “Best Cloud Based Solution,“ by HFM Week.
- PR NEWSWIRE