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.
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.
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