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
Client Stories
What Our Clients Say
Hear directly from investors and professionals who transformed their investing journey with Nifty Shloka.
“The difference between investing based on confusion or luck and investing with a disciplined strategy is peace of mind and consistently better outcomes. Nifty Shloka helped me approach equity investing with greater confidence and structure. Pehle istemal karo, phir vishwas karo.”
Anand Gupta
CEO, Vmansions India Pvt. Ltd.
“My portfolio finally feels structured and intentional. I spend far less time worrying about market movements than I used to. The clarity and discipline brought by Nifty Shloka have made investing a much more confident experience.”
Parth Agarwal
Investor
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