Frequently Asked Questions

AUM Sampann serves Family Offices that need multi-generational wealth management and reporting, HNIs and UHNIs, investors with diversified portfolios, Corporates managing treasury investments, and Financial Advisors, Wealth Managers and RIAs who manage client portfolios.

AUM Sampann is built mainly for portfolio tracking, consolidation, analysis and reporting, so you can understand your overall wealth and investment exposure.

Mutual fund transactions are supported on every plan, with both online and offline support. Investment decisions always remain with you and your authorised advisor.

Investment statements are spread across different platforms, advisors, brokers, AMCs and financial institutions. AUM Sampann imports them and brings the information together, so you can view your overall portfolio, asset allocation, exposure, concentration and performance in one place instead of reading each statement separately.

AUM Sampann is operated by Fingeek Prime Distribution Pvt Ltd, based in Kolkata (CIN U66309WB2025PTC276883). The company states that it ensures full compliance with applicable laws and guidelines issued by SEBI.

Our Terms and Conditions, Privacy Policy, Data Usage Policy and Disclaimer are available under Policies on the website.

Every plan covers all asset classes: Mutual Funds, Equity, Bonds, Fixed Deposits, PMS, AIFs, SIFs, International Equity and Unlisted Shares.

AUM Sampann supports custom Other Asset Classes, so less common holdings can still appear in your overall portfolio.

AUM Sampann supports auto-import of contract notes, back-office files, mutual fund CAS statements, and PMS and AIF statements. This reduces the need to enter holdings by hand. Our team can guide you on the files needed for your portfolio.

Portfolios are designed to stay updated without manual effort. How current each holding appears depends on the source data available for that asset class, such as the date of a statement. Our team can confirm how your specific holdings are updated.

Yes. Each family member can keep a separate portfolio, and you can create family groups to see consolidated holdings. You can view wealth at the individual level and at the family level, including investments held through trusts and other entities.

Yes. You can organise and monitor multiple portfolios and investment relationships from a consolidated dashboard.

Yes. The dashboard shows how your wealth is distributed across asset classes.

Basic analytics (market cap and sector breakup) and advanced analytics (overlap, concentration and broker concentration) are available from the Growth plan onwards. The Starter plan does not include analytics.

AUM Sampann provides performance, risk, attribution and exposure reporting. Custom reporting is included in every plan.

Financial reports are included on Growth (1 per month) and PRO (4 per month). PRO also adds AI reports and a cash flow planner.

Yes, on PRO plans. The Document Vault keeps your documents in the same place as your portfolio.

The objective of AUM Sampann is to reduce dependence on manually maintained spreadsheets by providing a consolidated digital view of your investment portfolio.

AUM Sampann’s AI engine automates reporting and consolidation, and helps make large, complex portfolio information easier to understand. It can help surface patterns, exposures, concentrations and portfolio-level insights from your consolidated data.

AI reports are included on PRO plans.

No. AUM Sampann provides information, analytics and portfolio intelligence. Investment decisions remain with the investor and/or their authorised advisor. Content on the platform is for information only and is not investment advice.

Yes. AUM Sampann includes risk and exposure reporting, and Growth and PRO plans add overlap and concentration analysis. Together they give you greater visibility into the exposures that may contribute to portfolio risk, so you can make better-informed decisions.

Every plan includes a platform chatbot. On PRO plans, a WhatsApp-integrated chatbot also delivers portfolio updates and reports on WhatsApp.

The platform provides consolidated portfolio-level visibility, allowing you to analyse portfolios across different individuals, entities and investment categories.

How your data is handled and used is set out in our Privacy Policy and Data Usage Policy, available under Policies on the website. Your data remains yours (see Section 5).

Yes. AUM Sampann supports Family Offices that need to monitor investments spread across multiple family members, entities and asset classes. The Growth plan is designed for Ultra HNI and Family Office clients, and PRO for large Family Offices and Corporates.

Yes. AUM Sampann offers user-level authentication and role-based access, so different people can see what is relevant to their role, such as Family Members, CFO, CA, Wealth Manager, Accountant, Portfolio Manager and other authorised team members.

The number of logins depends on your plan (see Section 6).

Yes. The platform helps organise investments across individuals, families, trusts and other entities, with a consolidated view where required.

Yes. Corporates can track their treasury investments alongside other holdings. The PRO plan is designed for large Family Offices and Corporates.

Yes. AUM Sampann helps wealth professionals consolidate client portfolios, view transactions and insights, and give clients a more comprehensive view of their wealth.

Use the Register as Partner form on the website. It asks for your name, email and mobile number, and an optional ARN number. The AUM Sampann team will reach out for registration within 48 hours. Once registered, Partners sign in through the separate Partner login.

Security and controlled access are core parts of the platform:

• Your data is stored on encrypted AWS cloud backup with end-to-end encryption.
• The platform runs on enterprise-grade, isolated private cloud infrastructure.
• Access is controlled through user-level authentication and role-based permissions.
• An OTP login is available as an optional extra layer of authentication.

You do. Clients retain ownership and control of their information.

Your portfolio information is accessible only to authorised users, based on the access and permissions set for your account.

AUM Sampann’s data onboarding is built around statements and files, such as contract notes, CAS statements and PMS and AIF statements, rather than requiring you to hand over trading passwords. For the exact onboarding method applicable to your account, please contact our team.

Under Policies on the website you will find our Terms and Conditions, Privacy Policy, Data Usage Policy, Tax Reckoner and Disclaimer.

AUM Sampann offers four plans:

Prices are as listed on the AUM Sampann Plans page.

Every plan includes all asset class coverage, auto-import of files, custom reporting, a fund database, a platform chatbot, mutual fund transactions and multi-family tracking and reporting (subject to limits on Starter).

Growth adds basic and advanced analytics and 1 financial report per month.

PRO and Pro Annual Special add 4 financial reports per month, a cash flow planner, AI reports, a Document Vault, an Investment Policy Statement, a dedicated Relationship Manager and a WhatsApp-integrated chatbot.

Starter, Growth and PRO are billed monthly by auto-deduct. Pro Annual Special is billed yearly by auto-deduct. For questions on changing or ending a plan, please refer to our Terms and Conditions or contact support.

Starter suits HNI families who want one consolidated view. Growth suits Ultra HNI clients and Family Offices who need deeper analytics and more logins. PRO suits large Family Offices and Corporates who want planning tools, AI reports and a dedicated Relationship Manager. If you are unsure, our team can recommend a plan after understanding your portfolio.

Getting started is simple:1. Sign up on the website and choose your plan, or request a demo first.2. Provide your investment statements and files.3. Our system consolidates the relevant data.4. Your portfolio becomes available on the AUM Sampann dashboard.5. You can then monitor and analyse your investments from one place.

The onboarding timeline depends on the number of portfolios, entities and investment statements involved. Simple portfolios can be onboarded more quickly, while complex Family Office portfolios may require additional data consolidation.

Yes. Use Request a Demo on the website for a personalised demonstration of how AUM Sampann can work for your portfolio or Family Office. You can also download the brochure by sharing your name and email.

Email support@aumsampann.com or call 9073331444. Our office is at Trinity Building, Unit 3B, 3rd Floor, 226/1, A.J.C. Bose Road, Kolkata – 700020.

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.

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?

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.

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.

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.

The website features client testimonials and real-life stories under Solutions. You can also read our research under Insights, in Our Latest Reports.