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Our Mission
We started AUM Sampann to cater to the lack of availability in the market as an All in One tool. Investors largely relied on multiple data tools & complex spreadsheets to maintain their data manually, a process which is tedious and error-prone. AUM Sampann here comes as a One Stop Tool wherein you can not only manage your wealth but also family’s wealth and investments across multiple asset classes.
Adding to that, one can perform all asset class transactions with both Online and Offline Support, Analyze your family level investments and also conduct your own research of MF, FD, PMS, AIF, Unlisted Shares and so much more.
Our goal has always been to provide services to solve all wealth related problems by remaining focused only on building the best technology solutions via automation. Being an all in one solution platform, we have created our position as a must-have tool for savvy investors and wealth professionals.
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.
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