Our Purpose
To simplify wealth management and provide investors and family offices with complete clarity and control.
Premier Wealth Management Platform in India
Automate reporting and consolidate wealth management with our trusted AI engine. Built for investors managing multi asset & complex portfolios.
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."
Prosperity
Abundance grounded in clarity and care.
Spiritual Growth
Inward depth that informs outward decisions.
Auspiciousness
Ordered form inviting favorable outcomes.
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.
One Platform. Complete Visibility. Smarter Decisions.
We Believe in The Power of
Unified Family Wealth
What Leaders Say About AUM Sampann
The portal is very useful and makes it much easier to track and manage our investments in an organised and transparent manner.
Found this platform pretty useful for consolidating all my family’s wealth across all assets with the ease of transaction!
It has made a significant difference in the way we monitor our investments, giving us a much more organised, transparent, and convenient platform for tracking our portfolio.
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
Co-Founder
Ahinsa Jain
Tech
Alisha Patni
Product Research
Ashis Kumar Das
Operation & Compliance
Neeraj Goenka
Marketing & Customer Care
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
Frequently Asked Questions
Key questions investors ask about AUM Sampann — consolidated wealth, advisors, plans, and how the platform works.
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AUM Sampann is not intended to replace your Wealth Manager. It provides a consolidated technology layer that helps you and your advisors get a broader view of your investments across asset classes, entities and relationships. Your advisor can see the same consolidated picture you do, with the access you give them.
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For investors with multiple investments, the challenge is often not a lack of information but too much information spread across different sources.
AUM Sampann brings this information together to help answer: How much wealth do I have? Where is it invested? How is it allocated? Where am I overexposed? What are my major concentrations? How is my overall portfolio positioned?
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No. The Starter plan is designed for HNI families, while Growth and PRO serve larger families, Family Offices and Corporates. The greater the complexity of the portfolio, the greater the value of having a consolidated view.
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AUM Sampann focuses on a consolidated, multi-asset view of wealth rather than looking at investments in isolation. It brings together portfolio data, auto-import, analytics, AI-driven reporting and wealth intelligence to help investors move from fragmented information to a more complete view of their wealth.
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No. AUM Sampann does not warrant or guarantee returns. Content on the platform is for informational purposes only and is not investment advice. Mutual fund investments are subject to market risks, and past performance is not indicative of future returns.
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The website features client testimonials and real-life stories under Solutions. You can also read our research under Insights, in Our Latest Reports.
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