Nirvana Solutions

Integrated PMS, OMS, and IBOR for family offices and institutional managers.

Technology Firm Accounting Compliance Data Integration General Ledger Portfolio Analytics Portfolio Management Reporting Risk Management Trading SaaS
Visit Website Request Info Last reviewed: April 2026

Overview

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:

  • Shadow NAV computation and data reconciliation against administrator records
  • Custom tagging for strategies, benchmarks, and sector exposure
  • Interactive analytics dashboards with performance attribution and risk views
  • Pre-trade compliance, real-time P&L, allocation, settlement, and general ledger in one system
  • Multi-asset coverage spanning public markets, private equity, real estate, and art

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

Product & Capabilities

Main Tasks
Portfolio management and IBOR maintenance Order execution and trade management across multiple assets Data reconciliation and shadow NAV computation Performance attribution and risk analytics Automated accounting, general ledger, and reconciliation Investor-ready and stakeholder-specific reporting
Assets Supported
Public Equities Fixed Income Private Equity Real Estate Art
Top Features
Unified OEMS with smart order routing and pre-trade compliance Real-time portfolio management and IBOR Shadow NAV process and data cleansing Custom tagging schema for strategies, analysts, and sectors Interactive analytics dashboards with performance attribution Real-time risk and exposure monitoring Automated accounting and general ledger Automated reconciliation workflows Customisable reporting and stakeholder-specific outputs Modular, cloud-native SaaS architecture
Technology
SaaS
Platform
White-label Available

Pricing

Cost Structure
Modular licensing; specific structure not disclosed

Pricing estimates are indicative only. Contact Nirvana Solutions directly for a tailored quote based on your specific requirements.

Company

OwnershipPrivately held
Top Markets
United States
Key People
SK
Shams Karim
Founder and Chief Executive Officer
SK
Sumit Kakra
CTO and President, Nirvana India
GL
Gennaro Liguori
Managing Director, Business Development
SS
Sandeep Sharma
Managing Director, Client Success
JS
Joseph Smith
Vice President, Implementation and Onboarding
TC
Trisha Chandra
Director of Global Human Resources
JJ
Joginder Jaglan
Director of Client Success
RT
Rajat Tandon
Director of Technology
PA
Punit Agarwal
Director of Consulting Services

Support & Onboarding

Support Options
24/7 dedicated support via a follow-the-sun service model; dedicated support team aligned to each client

Contact