Wealth Technology, Built by Investors
Built for
Nifty Shloka
Your Investment Co-pilot
A new-age wealth tech platform that brings a diverse range of investment options under one roof. Built on the Zerodha ecosystem, Nifty Shloka provides a single investment experience across your whole multi-asset portfolio — no more juggling applications, no more fragmented views.
Equity, Debt, Gold, Liquid, REITs, INVITs, Hybrid — one portfolio view, one set of analytics.
Native integration with India's largest broker. Your trades, data, and custody are all handled directly by you.
A research-backed allocation model that adapts to market conditions, not just a static template.
Current Model Allocation
- Equity35%
- Debt25%
- Gold12%
- Liquid15%
- REITs & INVITs8%
- Hybrid5%
The Nifty Shloka model maintains a diversified allocation across asset classes, recalibrated monthly.
A seamless investing experience across:
Investment Technology Platforms
The full investment technology stack.
Wealth firms don't fail because they lack ideas. They fail because their tech can't keep up. We create the missing layer: the platforms, pipelines, and dashboards that transform an investment plan into a viable business.
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Investment Decision Platforms
The cockpit your investment team runs from. Track every mandate, execute every strategy, and see every position across every client, in one place.
We build:
- ✓Strategy execution tools
- ✓Portfolio tracking systems
- ✓Mandate monitoring dashboards
- ✓Multi-strategy portfolio views
- ✓Analytics dashboards with geographic, sector, and risk lenses
- ✓Partner, broker, and custodian API integrations
Built for: Investment teams, CIOs, portfolio managers
Let's build your investment tech stack.
We would love to discuss whether you are beginning from a whiteboard, replacing obsolete systems, or growing an existing platform. First conversations are free, exploratory, and usually shorter than you'd expect.
What to expect on the first call
- 30 minutes, no slides
- We'll map where your stack is, where it needs to be, and what the realistic path looks like
- You leave with a clearer picture whether or not we work together