Integrated PMS, OMS, and IBOR for family offices and institutional managers.
Family offices that have outgrown spreadsheets and fragmented point solutions typically face the same bottleneck: clean, consolidated data is a prerequisite for good analytics, but achieving it requires manual reconciliation across fund administrators, custodians, and internal systems. Nirvana Solutions addresses this directly with a cloud-native platform that combines an Order and Execution Management System (OEMS), Portfolio Management System (PMS), IBOR, and an analytics layer into a single unified codebase and data warehouse. A published case study describes a multi-billion-dollar family office that had unreliable consolidated data from its fund administrator, driving heavy manual intervention. Nirvana resolved it by building a shadow NAV process, cleaning historical data, and implementing a custom tagging schema for strategy, analyst, and sector attribution.
For family offices evaluating the platform, the relevant capabilities include:
The platform is modular, allowing clients to license only the components they need. Nirvana also positions itself as a back-office partner for outsourced CFO firms and prime brokers, which means its infrastructure is designed to support institutional-grade workflows at scale. The company states pricing is transparent with no hidden fees, but specific pricing figures are not disclosed publicly. Teams at earlier-stage family offices with simpler data environments may find the institutional depth more than they require. Offices with complex data problems, multiple asset classes, and a need for investor-ready, customised reporting are the clearer fit.
"Modern family offices need more than reporting; they need clean data, custom analytics, and a scalable foundation."Nirvana Solutions
Pricing estimates are indicative only. Contact Nirvana Solutions directly for a tailored quote based on your specific requirements.
| Ownership | Privately held |
| Top Markets | |
| Key People |
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Shams Karim
Founder and Chief Executive Officer
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Sumit Kakra
CTO and President, Nirvana India
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Gennaro Liguori
Managing Director, Business Development
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Sandeep Sharma
Managing Director, Client Success
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Joseph Smith
Vice President, Implementation and Onboarding
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Trisha Chandra
Director of Global Human Resources
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Joginder Jaglan
Director of Client Success
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Rajat Tandon
Director of Technology
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Punit Agarwal
Director of Consulting Services
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