Wealth Management Platform
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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
Investors
Family Offices
Corporates
HNI/Ultra HNI
Financial Advisors
An Array Of Our Investment Services
Asset Classes that can be tracked on our platform
Mutual Funds
Equity
AIF
PMS
Bonds
Fixed Deposit
Unlisted Shares
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.
Latest Insights
Stay informed with our latest research, market analysis, and investment strategies to help you make better financial decisions.
Why ETF Exchange Traded Funds Are Becoming a Smart Choice for HNI Wealth and Investment Management
ETF Exchange Traded Funds are gaining popularity among HNIs. Learn why AUM Sampann believes they are an essential part of modern wealth.
Track, Manage, and Grow: Discover the Best All-in-One Financial Tool for Indian Investors
Simplify your investing journey with the best portfolio analysis tools in India. Aum Sampann makes financial tracking easy, clear, and smart.
The Benefits of a Single Dashboard: Monitor All Your Investments in One Place with AUM Sampann
Discover how AUM Sampann’s unified dashboard helps you track, analyze, and manage every asset in real time — making wealth and investment management simple.