Our Purpose
To simplify wealth management and provide investors and family offices with complete clarity and control.
Your All-in-One, AI Powered Wealth Management Engine
Consolidate portfolios, automate reporting, and take faster decisions with a platform built for modern wealth managers.
Our symbol
The Philosophy Behind Our Symbol
The Nandyavarta belongs to the eight auspicious symbols of Jain tradition—emblems of prosperity, peace, and spiritual growth. Its intricate paths echo an ancient understanding that wealth is not scattered, but harmonized when vision and conduct align.
With four arms and nine turns, the form speaks to discipline within complexity: a steady journey through life's turns toward clarity, integrity, and lasting auspiciousness—ideas we carry into how families and offices steward capital today.
"An ancient Indian symbol of expansion, prosperity, and auspicious growth."
Built for Modern Wealth
AUM Sampann was created to eliminate fragmented wealth management. We bring all your investments, data, and insights into one unified platform.
Our Mission
To deliver a unified platform that seamlessly manages all asset classes and enables smarter financial decisions.
Our Vision
A future where wealth management is connected, intelligent, and truly empowering.
We Believe in The Power of
Unified Family Wealth
Who We Serve
Family Offices
We provide Family Offices with advanced tools for multi-generational wealth management and reporting across all asset classes.
Investors
We serve investors seeking a seamless way to manage, transact, and analyze their wealth across multiple asset classes—all in one place.
Corporates
We enable Corporates to efficiently manage treasury investments and analyze diversified assets on a unified platform.
HNIs
We empower High Net Worth Individuals to consolidate, track, and optimize their diverse investment portfolios with ease.
Financial Advisors
We equip Financial Advisors with smart tools to manage client portfolios, execute transactions, and deliver data-driven insights efficiently.
What We Serve
Mutual Funds
Comprehensive tracking and analysis with real-time updates
Equity
Advanced tools for monitoring stock portfolios
Bonds
Track your fixed-income investments
Fixed Deposit
Monitor maturity tracking and returns
AIF
Specialized tracking with detailed reporting
PMS
Customized portfolio management services
SIF
Invest a fixed amount regularly in mutual funds.
International Equity
Track global equities with live market data, currency conversion, and performance insights.
Other Asset Classes
Custom creation of asset classes
Our Features
Comprehensive Tools for Your Financial Success
Track Multiple Asset Classes
Track your investments in Listed Stocks, Mutual Funds, Bonds, Fixed Deposits, PMS, AIF, Unlisted Shares & many other asset classes
Track Family Wealth
Investors can maintain individual portfolios and create family groups to view consolidated holdings and gain complete visibility into portfolio performance across asset classes
Auto-import Files
Auto-import contract notes, back-office files, Mutual Fund CAS statements, PMS & AIF statements
Perform Transactions
Service to invest across asset classes like MF, FD, Bonds, PMS, AIF, Equities, Unlisted Shares and so much more with both online and offline support
Do Your Own Research
Measure performance, risk, attribution, exposures, and characteristics for all asset classes with best-in-class, flexible reports and charts
Analyse Investments
Your portfolios stay updated in real-time, without you needing to worry about any manual effort. Tracking and analyzing portfolio with multi-level asset allocation insights can be done seamlessly
Custom Reporting
Generate flexible and personalized reports tailored to investor and advisor needs
Document Vault
Securely store and manage investment documents and records in one place
WhatsApp Integrated Chatbot
Access portfolio updates and reports instantly via WhatsApp for quick engagement
Brains Behind
Comprehensive Tools for Your Financial Success
Vaibhav Jain
Founder
Dr Lalit Gupta
Product + Tech
Alisha Patni
Product + Research
AJ
Ahinsa Jain
Ashis Das
Tie ups + Compliance + Back Office
Neeraj Goenka
Marketing + Customer Care
Sanjeev Kumar
Privacy Is Our Top Priority
Encrypted AWS Backup
Secure and reliable cloud-based storage with end-to-end encryption.
Access Control & Permissions
Granular user-level authentication and role-based access to keep your data safe.
Client-Owned Data
You retain complete ownership and control over your information at all times.
Private Cloud Infrastructure
State-of-the-art, enterprise-grade security in a private and isolated environment.
OTP-Enabled Login (Optional)
Enhanced authentication with OTP for an extra layer of security and peace of mind.
Our Journey in Numbers
~₹10K Cr
Assets Under Tracking
~200
Trusted Clients
25
Family Offices
Terminal Value: Investing Beyond the Noise
In markets, noise is loud. Value is silent…
Liquidity: The Overlooked Pillar of Wealth Management
Liquidity is often underestimated—until it becomes the only thing that matters.
Nifty 50 Index Funds: A Beginner's Guide
For first-time investors, starting with a Nifty 50 index fund is a simple and disciplined way…
Understanding Factor Investing: Combining Systematic and Active Approaches
Factor investing combines the benefits of both worlds—systematic exposure like passive investing while targeting specific sources of alpha…
Decoding Market Movements in Times of Geopolitical Unrest
Recent geopolitical developments—particularly the escalating conflict involving the United States, Israel, and Iran and disruptions in the Strait of Hormuz…
Explore more in-depth reports
Research notes, market briefs, and portfolio perspectives from our team.
View More Reports