Your All-in-One,AI Powered WealthManagementEngine
Our Mission
We started AUM Sampann to address a clear gap in the market—the lack of a truly integrated wealth management software that caters to the real-world needs of modern investors. For too long, individuals and family offices have relied on multiple platforms, scattered data sources, and complex spreadsheets to manage their wealth—often leading to inefficiencies, errors, and missed opportunities.
AUM Sampann is designed to change that.
As a one-stop platform, AUM Sampann allows you to seamlessly manage not just your personal investments, but your entire family office wealth management—across all major asset classes including mutual funds (MFs), fixed deposits (FDs), PMS, AIFs, unlisted equity, bonds, and more.
You can perform transactions with both online and offline support, analyze your investments at an individual or family-group level, and access tools for deep research—all within a single dashboard.
Our goal is to solve every wealth-related challenge through smart automation, clean design, and robust data infrastructure. We are committed to building the best portfolio management services in India, offering unmatched visibility, control, and simplicity for HNIs, family offices, and investment professionals.
At AUM Sampann, we're not just another investment tracker—we're the comprehensive solution your wealth deserves.
Who We Serve
Our Product Caters to Different User Groups
Financial Advisors
We equip Financial Advisors with smart tools to manage client portfolios, execute transactions, and deliver data-driven insights efficiently.
Family Offices
We empower Family Offices to manage, track, and analyze multi-generational wealth across asset classes with ease.
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.
HNI/Ultra HNI
We support HNI and Ultra HNI clients in managing complex portfolios with personalized insights and seamless multi-asset tracking.
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
This investment category will be available soon
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
Our Team
Sanjeev Kumar
At AUM Sampann, Sanjeev will be focusing on building and expanding the distribution network. He has previously worked with Bajaj Capital, Chola Mutual Fund, and Tata Mutual Fund as Head of Retail Sales. Sanjeev holds a BSc (Hons) in Physics, an MBA in Finance from Aligarh Muslim University (AMU), and has completed a Senior Management Programme from IIM Calcutta.
Dr. Sujata Agarwal
As a Certified PR professional with excellent PR and strong communication skills Dr Sujata Agarwal, looks after the Corporate Communications Channel of AUM Sampann. She is also certified and experienced coach and consultant with wide experience of working with top notch senior executives and entrepreneurs to identify and implement strategies that help in growth and profitability.
Alisha Patni
With 6+ years of experience, Alisha works alongside the product team to build our product roadmap, having a keen insight into what improvements & new updates users are actively looking for. Prior to AUM Sampann, she was a product manager at AUM Capital focusing on wealth research and client investments. Alisha has completed her CFP, FRM and is a CFA level 2 candidate.
Ashis Kumar Das
Ashis takes care of the development of AUM Sampann Cloud as well as iOS & Android mobile initiatives. He has prior 10 years of experience from various organizations.
Dr. Lalit Gupta
Chief Technology Officer, Dr. Lalit Gupta heads Sampann’s AI and software development and brings 18 years of technical experience, having co-founded DeepNeura with Ahinsa. Lalit holds a PhD from Masstricht University, The Netherlands and Master’s degree from IIT Madras in Computer Science and AI.
We Believe in
The Power of
Unified Family Wealth
About Us
This is the space to introduce visitors to the business or brand. Briefly explain who's behind it, what it does and what makes it unique. Share its core values and what this site has to offer.
Privacy Is Our Top Priority
Latest Reports
Stay informed with our latest reports to help you make better financial decisions.
📢 SEBI’s Mutual Fund Reclassification: A Big Step for Investor Clarity & Transparency
The Securities and Exchange Board of India (SEBI) has taken a significant step forward with its recent overhaul of mutual fund categorisation and rationalisation rules, aimed at simplifying the landscape and empowering investors with clearer, more transparent product choices. 🔍 What’s New? • SEBI has discontinued solution-oriented categories like children’s and retirement funds, and introduced well-defined scheme types such as Equity, Debt, Hybrid, Life Cycle Funds and Others. • The launch of Life Cycle Funds — with clear maturity timelines and glide-path strategies — supports goal-based investing. • Stricter portfolio overlap norms and uniform naming conventions ensure funds stay true to label and easier for investors to compare. • Monthly portfolio overlap disclosures and standardised nomenclature add further transparency to fund positioning.
Duration Funds: A Tactical Opportunity
Positioning for potential appreciation in long-term Indian government bonds
Specialised Investment Funds: The Strategic Middle Ground for Indian HNI
Exploring how Specialised Investment Funds (SIFs) bridge the gap between mutual funds and AIFs, offering Indian high-net-worth individuals a unique blend of flexibility, regulatory oversight, and strategic investment opportunities.