Our mission is to revolutionize investment workflow through simplified, seamless, and smart solutions.
We're the financial tech and service provider revolutionizing the investment process. Our integrated, multi-asset class order management and portfolio management offering caters to hedge funds, asset managers, family offices, and service providers, aimed at streamlining operations from front to back.
Our platform effortlessly integrates real-time data from various sources, such as executing brokers, clearing firms, accounts, and asset classes, facilitating informed decision-making. With adaptable dashboards and smooth compliance integration, handling complex portfolios becomes effortless. Our all-in-one middle and back-office solution combines advanced technology with exceptional services, delivering a superior package that enables you to concentrate on your key strengths – generating alpha.
Delivered through cloud-based Software as a Service (SaaS), our modular solutions offer substantial cost savings, up to 50% compared to in-house alternatives. Additionally, our dedicated relationship managers ensure personalized support, prioritizing client satisfaction around the clock.
Experience the future of investment workflow with us. Learn More
At Nirvana, we live and breathe our values - they're not just words, they're our guiding principles.
Here's what drives us:
Our Clients Come First – Our clients aren't just customers - they're our partners in success. We prioritize their needs above all else, obsessively crafting solutions that ensure their triumph is our triumph.
Innovation with Purpose – Our goal isn't just to churn out products; we're propelled by genuine challenges and powered by innovation. By deeply understanding our clients' needs, we craft straightforward, intuitive solutions that transform their experience.
People Power – Our team isn't just a workforce - they're the heartbeat of our company. With our ESOP program, each member has a stake in our success. Together, we're united by a single mission: to build something truly exceptional.
These values aren't just ideals - they're the foundation of who we are. Just like our logo's interconnecting circles, each aspect is integral, working together seamlessly on the journey to excellence. Welcome to Nirvana, where the pursuit of perfection is a never-ending adventure.
0ur seasoned and acclaimed team is renowned for their dedication to pioneering technology and solving the industry's toughest challenges with precision and finesse.
Shams is the Founder and Chief Executive Officer at Nirvana, bringing over two decades of entrepreneurial experience in the financial technology sector. His journey began in Asia's dynamic finance scene, where he cultivated his expertise in investment banking and trading before pursuing an MBA with a focus on Quantitative Finance and Economics at the Stern School of Business, New York University.
Joining Morgan Stanley post-graduation, Shams excelled as a specialist in Derivative and Structured Products, making significant contributions across various global financial hubs. Recognizing the emerging opportunities in fintech, he founded Advanced Financial Applications (AFA) and its subsidiary EGS, pioneering web-enabled Order Management Solutions (OMS) tailored for Alternative Investments and Hedge Funds.
Driven by a desire to address market needs comprehensively, Shams founded Nirvana, where he actively shapes the company's strategic direction and product vision. Under his leadership, Nirvana has achieved significant milestones, including several successful fundraising efforts and multiple product launches, establishing itself as a thriving and growing business.
With a deep understanding of the Asset Management Industry and a commitment to innovation, Shams continues to drive Nirvana forward, driven by a passion for delivering exceptional solutions to the market.
Sumit, serving as the Chief Technology Officer at Nirvana Solutions, has recently taken on the role of President at Nirvana India, a wholly owned subsidiary of Nirvana Solutions.
With a career spanning over 25 years, Sumit's journey began at Nagarro in 1999, where he played a pivotal role in its expansion and fostered crucial client relationships across various sectors including healthcare, finance, and travel, catering to Fortune 500 companies across Europe and North America.
Since joining Nirvana, Sumit has been instrumental in building a robust development team and optimizing the product development cycle, laying a strong foundation for ongoing success. As Nirvana Solutions expanded, Sumit transitioned to the role of Chief Technology Officer at the New York headquarters. In this key position, he oversees technical architecture, operations, and drives future product initiatives, ensuring seamless alignment of technological resources with the company's strategic objectives.
Recognizing Sumit's exceptional leadership and expertise, he was entrusted with additional responsibilities as the President of Nirvana India, reflecting the company's commitment to offshore operations. Reporting directly to the CEO, Sumit continues to play a pivotal role in driving the company's growth, technological advancement, and overall success.
Sumit holds both Graduate and Postgraduate degrees in Computer Science and Applications from Kurukshetra University, further underscoring his qualifications and dedication to excellence in the field.
Shams is the Founder and Chief Executive Officer at Nirvana, bringing over two decades of entrepreneurial experience in the financial technology sector. His journey began in Asia's dynamic finance scene, where he cultivated his expertise in investment banking and trading before pursuing an MBA with a focus on Quantitative Finance and Economics at the Stern School of Business, New York University.
Joining Morgan Stanley post-graduation, Shams excelled as a specialist in Derivative and Structured Products, making significant contributions across various global financial hubs. Recognizing the emerging opportunities in fintech, he founded Advanced Financial Applications (AFA) and its subsidiary EGS, pioneering web-enabled Order Management Solutions (OMS) tailored for Alternative Investments and Hedge Funds.
Driven by a desire to address market needs comprehensively, Shams founded Nirvana, where he actively shapes the company's strategic direction and product vision. Under his leadership, Nirvana has achieved significant milestones, including several successful fundraising efforts and multiple product launches, establishing itself as a thriving and growing business.
With a deep understanding of the Asset Management Industry and a commitment to innovation, Shams continues to drive Nirvana forward, driven by a passion for delivering exceptional solutions to the market.
Sumit, serving as the Chief Technology Officer at Nirvana Solutions, has recently taken on the role of President at Nirvana India, a wholly owned subsidiary of Nirvana Solutions.
With a career spanning over 25 years, Sumit's journey began at Nagarro in 1999, where he played a pivotal role in its expansion and fostered crucial client relationships across various sectors including healthcare, finance, and travel, catering to Fortune 500 companies across Europe and North America.
Since joining Nirvana, Sumit has been instrumental in building a robust development team and optimizing the product development cycle, laying a strong foundation for ongoing success. As Nirvana Solutions expanded, Sumit transitioned to the role of Chief Technology Officer at the New York headquarters. In this key position, he oversees technical architecture, operations, and drives future product initiatives, ensuring seamless alignment of technological resources with the company's strategic objectives.
Recognizing Sumit's exceptional leadership and expertise, he was entrusted with additional responsibilities as the President of Nirvana India, reflecting the company's commitment to offshore operations. Reporting directly to the CEO, Sumit continues to play a pivotal role in driving the company's growth, technological advancement, and overall success.
Sumit holds both Graduate and Postgraduate degrees in Computer Science and Applications from Kurukshetra University, further underscoring his qualifications and dedication to excellence in the field.
Shams is the Founder and Chief Executive Officer at Nirvana, bringing over two decades of entrepreneurial experience in the financial technology sector. His journey began in Asia's dynamic finance scene, where he cultivated his expertise in investment banking and trading before pursuing an MBA with a focus on Quantitative Finance and Economics at the Stern School of Business, New York University.
Joining Morgan Stanley post-graduation, Shams excelled as a specialist in Derivative and Structured Products, making significant contributions across various global financial hubs. Recognizing the emerging opportunities in fintech, he founded Advanced Financial Applications (AFA) and its subsidiary EGS, pioneering web-enabled Order Management Solutions (OMS) tailored for Alternative Investments and Hedge Funds.
Driven by a desire to address market needs comprehensively, Shams founded Nirvana, where he actively shapes the company's strategic direction and product vision. Under his leadership, Nirvana has achieved significant milestones, including several successful fundraising efforts and multiple product launches, establishing itself as a thriving and growing business.
With a deep understanding of the Asset Management Industry and a commitment to innovation, Shams continues to drive Nirvana forward, driven by a passion for delivering exceptional solutions to the market.
Sumit, serving as the Chief Technology Officer at Nirvana Solutions, has recently taken on the role of President at Nirvana India, a wholly owned subsidiary of Nirvana Solutions.
With a career spanning over 25 years, Sumit's journey began at Nagarro in 1999, where he played a pivotal role in its expansion and fostered crucial client relationships across various sectors including healthcare, finance, and travel, catering to Fortune 500 companies across Europe and North America.
Since joining Nirvana, Sumit has been instrumental in building a robust development team and optimizing the product development cycle, laying a strong foundation for ongoing success. As Nirvana Solutions expanded, Sumit transitioned to the role of Chief Technology Officer at the New York headquarters. In this key position, he oversees technical architecture, operations, and drives future product initiatives, ensuring seamless alignment of technological resources with the company's strategic objectives.
Recognizing Sumit's exceptional leadership and expertise, he was entrusted with additional responsibilities as the President of Nirvana India, reflecting the company's commitment to offshore operations. Reporting directly to the CEO, Sumit continues to play a pivotal role in driving the company's growth, technological advancement, and overall success.
Sumit holds both Graduate and Postgraduate degrees in Computer Science and Applications from Kurukshetra University, further underscoring his qualifications and dedication to excellence in the field.
Gennaro's journey at Nirvana Solutions commenced in 2012, and since then, he has ascended to the position of Managing Director of Business Development. Over the years, he has cultivated deep relationships with Nirvana's clientele, emerging as a trusted advisor adept at navigating their intricate and ever-changing demands. His extensive expertise and keen insights have been pivotal in crafting bespoke solutions that precisely address client needs.
With an intimate understanding of Nirvana's offerings, Gennaro has significantly contributed to the early stages of product management, propelling the growth and evolution of the company's products and services. Presently, he occupies a central role in steering Nirvana's business development and marketing strategies, while championing initiatives geared towards client expansion.
In close collaboration with the CEO, Gennaro leverages strategic product insights to optimize resource allocation, ensuring a trajectory of sustained success for Nirvana. His leadership and vision epitomize the driving force behind the company's growth and enduring client relationships.
Gennaro received a B.S. in Finance & International Business from Macaulay Honors College at the College of Staten Island.
Jonathan assumed the role of Managing Director of Business Development at Nirvana Solutions in January 2024. Tasked with spearheading the expansion of strategic sales and marketing efforts, Jonathan focuses on cultivating the firm's OEMS/PMS products and services group.
With a rich background spanning three decades in the investment management industry, Jonathan brings invaluable expertise serving both the buy-side and sell-side institutional markets. His extensive experience includes over 13 years in Institutional Research Sales & Trading with renowned firms like Pali Capital and Guggenheim. Additionally, Jonathan has a strong foundation in sales within the financial technology trading space.
Jonathan earned his B.A. in Political Science from the University of Wisconsin-Madison in 1994, where his passion for the Badgers still runs deep.
Sandeep is the driving force behind ensuring the Company`s clients' satisfaction and amplifying their voices at the highest echelons. With over 21 years of seasoned experience in client management, he's a true veteran in making clients successful. Sandeep's journey with the company began in its infancy, where he played a pivotal role in establishing Nirvana's esteemed client services team.
In 2014, Sandeep relocated to India to spearhead Nirvana's offshore operations, a move that proved immensely successful as he oversaw the team's exponential growth. Through strategic restructuring and expansion initiatives, he achieved remarkable operational efficiency and scale for Nirvana's India office.
Having achieved significant milestones, Sandeep returned to New York, where he now oversees client relationships with unparalleled expertise. His influence extends across all facets of the business, as he continues to shape the strategic and operational trajectory of the company with his invaluable insights and leadership.
As Nirvana's Vice President of Client Onboarding and Implementations, Joe stands at the forefront, bringing a wealth of experience and expertise to the company's operations. His journey with Nirvana began in 2014 as a Relationship Manager, where he quickly distinguished himself with unwavering dedication and remarkable proficiency in client relations.
Following a successful tenure, Joe embraced a new challenge, assuming a role at US Bancorp Fund Services from 2018 to 2021. Here, he further refined his skills in Hedge Fund Operations, deepening his industry knowledge and expertise. However, driven by his unwavering passion for Nirvana's mission and culture, Joe returned to the company, becoming an instrumental force in its ongoing success.
With a proven track record of delivering exceptional service and a deep understanding of client needs, Joe plays a pivotal role in ensuring seamless onboarding processes and successful implementations for Nirvana's diverse clientele. His unwavering commitment to excellence and unparalleled industry expertise solidify his position as an indispensable leader within the organization.
Shams is the Founder and Chief Executive Officer at Nirvana, bringing over two decades of entrepreneurial experience in the financial technology sector. His journey began in Asia's dynamic finance scene, where he cultivated his expertise in investment banking and trading before pursuing an MBA with a focus on Quantitative Finance and Economics at the Stern School of Business, New York University.
Joining Morgan Stanley post-graduation, Shams excelled as a specialist in Derivative and Structured Products, making significant contributions across various global financial hubs. Recognizing the emerging opportunities in fintech, he founded Advanced Financial Applications (AFA) and its subsidiary EGS, pioneering web-enabled Order Management Solutions (OMS) tailored for Alternative Investments and Hedge Funds.
Driven by a desire to address market needs comprehensively, Shams founded Nirvana, where he actively shapes the company's strategic direction and product vision. Under his leadership, Nirvana has achieved significant milestones, including several successful fundraising efforts and multiple product launches, establishing itself as a thriving and growing business.
With a deep understanding of the Asset Management Industry and a commitment to innovation, Shams continues to drive Nirvana forward, driven by a passion for delivering exceptional solutions to the market.
Sumit, serving as the Chief Technology Officer at Nirvana Solutions, has recently taken on the role of President at Nirvana India, a wholly owned subsidiary of Nirvana Solutions.
With a career spanning over 25 years, Sumit's journey began at Nagarro in 1999, where he played a pivotal role in its expansion and fostered crucial client relationships across various sectors including healthcare, finance, and travel, catering to Fortune 500 companies across Europe and North America.
Since joining Nirvana, Sumit has been instrumental in building a robust development team and optimizing the product development cycle, laying a strong foundation for ongoing success. As Nirvana Solutions expanded, Sumit transitioned to the role of Chief Technology Officer at the New York headquarters. In this key position, he oversees technical architecture, operations, and drives future product initiatives, ensuring seamless alignment of technological resources with the company's strategic objectives.
Recognizing Sumit's exceptional leadership and expertise, he was entrusted with additional responsibilities as the President of Nirvana India, reflecting the company's commitment to offshore operations. Reporting directly to the CEO, Sumit continues to play a pivotal role in driving the company's growth, technological advancement, and overall success.
Sumit holds both Graduate and Postgraduate degrees in Computer Science and Applications from Kurukshetra University, further underscoring his qualifications and dedication to excellence in the field.
Gennaro's journey at Nirvana Solutions commenced in 2012, and since then, he has ascended to the position of Managing Director of Business Development. Over the years, he has cultivated deep relationships with Nirvana's clientele, emerging as a trusted advisor adept at navigating their intricate and ever-changing demands. His extensive expertise and keen insights have been pivotal in crafting bespoke solutions that precisely address client needs.
With an intimate understanding of Nirvana's offerings, Gennaro has significantly contributed to the early stages of product management, propelling the growth and evolution of the company's products and services. Presently, he occupies a central role in steering Nirvana's business development and marketing strategies, while championing initiatives geared towards client expansion.
In close collaboration with the CEO, Gennaro leverages strategic product insights to optimize resource allocation, ensuring a trajectory of sustained success for Nirvana. His leadership and vision epitomize the driving force behind the company's growth and enduring client relationships.
Gennaro received a B.S. in Finance & International Business from Macaulay Honors College at the College of Staten Island.
Jonathan assumed the role of Managing Director of Business Development at Nirvana Solutions in January 2024. Tasked with spearheading the expansion of strategic sales and marketing efforts, Jonathan focuses on cultivating the firm's OEMS/PMS products and services group.
With a rich background spanning three decades in the investment management industry, Jonathan brings invaluable expertise serving both the buy-side and sell-side institutional markets. His extensive experience includes over 13 years in Institutional Research Sales & Trading with renowned firms like Pali Capital and Guggenheim. Additionally, Jonathan has a strong foundation in sales within the financial technology trading space.
Jonathan earned his B.A. in Political Science from the University of Wisconsin-Madison in 1994, where his passion for the Badgers still runs deep.
Sandeep is the driving force behind ensuring the Company`s clients' satisfaction and amplifying their voices at the highest echelons. With over 21 years of seasoned experience in client management, he's a true veteran in making clients successful. Sandeep's journey with the company began in its infancy, where he played a pivotal role in establishing Nirvana's esteemed client services team.
In 2014, Sandeep relocated to India to spearhead Nirvana's offshore operations, a move that proved immensely successful as he oversaw the team's exponential growth. Through strategic restructuring and expansion initiatives, he achieved remarkable operational efficiency and scale for Nirvana's India office.
Having achieved significant milestones, Sandeep returned to New York, where he now oversees client relationships with unparalleled expertise. His influence extends across all facets of the business, as he continues to shape the strategic and operational trajectory of the company with his invaluable insights and leadership.
As Nirvana's Vice President of Client Onboarding and Implementations, Joe stands at the forefront, bringing a wealth of experience and expertise to the company's operations. His journey with Nirvana began in 2014 as a Relationship Manager, where he quickly distinguished himself with unwavering dedication and remarkable proficiency in client relations.
Following a successful tenure, Joe embraced a new challenge, assuming a role at US Bancorp Fund Services from 2018 to 2021. Here, he further refined his skills in Hedge Fund Operations, deepening his industry knowledge and expertise. However, driven by his unwavering passion for Nirvana's mission and culture, Joe returned to the company, becoming an instrumental force in its ongoing success.
With a proven track record of delivering exceptional service and a deep understanding of client needs, Joe plays a pivotal role in ensuring seamless onboarding processes and successful implementations for Nirvana's diverse clientele. His unwavering commitment to excellence and unparalleled industry expertise solidify his position as an indispensable leader within the organization.
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.
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.
Nirvana Awarded “Best Portfolio Management Software Provider – Overall”.
- HFM Week
Nirvana Awarded “Best Cloud Based Solution,“ by HFM Week.
- PR NEWSWIRE