Who are we

We are a financial technology & service provider that delivers 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 front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making. Whether you are a Portfolio Manager, Chief Financial Officer or Chief Compliance Officer, Nirvana can customize data output and analytics to suite your needs.

Our Solutions are delivered via the cloud through a SaaS model and are designed in a modular architecture, allowing clients to buy only what they need. 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. We attach our clients with a dedicated relationship manager and provide high-touch support and training. Our philosophy of “clients come first” delivers an unparallel support model with round-the-clock access to our team.

Our Core Values

At Nirvana, our core values define who we are and what we stand for – we would like to share these with you:

Our Clients Come First – Our Clients are at the heart of everything we do and when at work, they are the most important people in our lives. We see our Clients as our partners and take a long-term approach to building a relationship with them. We believe in listening to and understanding our Client’s needs and offering solutions that work best for them. Our Clients are our best advocates, and we are obsessed in providing the best service possible to them. Their success is our success.

Create awesome products that solve real problems – We are passionate about creating great products with a focus on solving real-life challenges. We collaborate with our Clients to understand their current; and anticipate their future needs. We combine this knowledge with state-of-the-art technology to provide simple, easy to use solutions. People want to use technology and not learn how to use technology and therefore our goal is to hide the complexity associated with a complex solution. We don’t believe in a “rip and replace” philosophy and work with our Client’s technology infrastructure if it works for them. Our solutions are offered in a modular design allowing Clients to buy only what they need. The result is an optimal solution offered at one of the lowest total cost of ownership in the industry today.

Our people are our best assets – Our people are the key to our success. We are one of the few private companies in our space with a generous ESOP program. Many of our employees are owners of the Company and have a personal interest in its success. We are one team with one mission: To build a great Company.

These beliefs are at the very core of what we stand for, and this philosophy is represented in our logo where the three inter-connected circles represent our Core Values. Each dependent on the other, working in perfect harmony, on the path to success. Our name “Nirvāna” refers to a journey where we strive to become better versions of ourselves. It is a journey with no destination but a purpose of achieving continuous excellence.

Meet the Team!

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 Karim

Shams Karim

Founder and Chief Executive Officer (CEO)

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Sumit Kakra

Sumit Kakra

Chief Technology Officer

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cropgennaro

Gennaro Liguori

Managing Director Business Development

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Sandeep Sharma

Sandeep Sharma

Director of Client Relationship Management

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Joginder Jaglan

Joginder Jaglan

Director of Client Success & Product Management

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Rajat Tandon

Rajat Tandon

Director of Technology

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Punit Agarwal

Punit Agarwal

Director of Consulting Services

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Trisha Chandra

Trisha Chandra

V. P. Human Resources

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Shams Karim

Shams Karim

Founder and Chief Executive Officer (CEO)

Arrow
Sumit Kakra

Sumit Kakra

Chief Technology Officer

Arrow
cropgennaro

Gennaro Liguori

Managing Director Business Development

Arrow
Sandeep Sharma

Sandeep Sharma

Director of Client Relationship Management

Arrow
Joginder Jaglan

Joginder Jaglan

Director of Client Success & Product Management

Arrow
Rajat Tandon

Rajat Tandon

Director of Technology

Arrow
Punit Agarwal

Punit Agarwal

Director of Consulting Services

Arrow
Trisha Chandra

Trisha Chandra

V. P. Human Resources

Arrow
HFM Awards

Nirvana Awarded “Best Portfolio Management Software Provider – Overall”.
- HFM Week

HFM Awards

Nirvana Awarded “Best Cloud Based Solution,“ by HFM Week.
- PR NEWSWIRE