Family Office
6 entities consolidated onto one dashboard — holdings, performance, and ownership views without spreadsheet stitching.
Result: Reporting time cut from 3 weeks to 3 days
Solutions — Who Do We Serve
How AUM Sampann Serves Different Investors - Tailored intelligence and automation for every investor profile — from family offices to first-time retail investors.
Family Offices
Family offices deal with complex, multi-asset portfolios and multiple family members.
PLATFORM UTILITIES
- Consolidated tracking across equities, mutual funds, PMS, AIFs, bonds, FDs, and unlisted shares
- Family-level portfolio consolidation with individual member views
- Automated data aggregation from contract notes, CAS, PMS and AIF statements
- Advanced reporting and analytics for asset allocation, exposure and performance
- Overlap analysis to avoid duplication across multiple fund managers
- Secure document vault for financial records and agreements
Result: Better governance, transparency, and time savings for family offices.
HNIs
HNIs often have diversified investments across multiple advisors and institutions.
PLATFORM UTILITIES
- Single dashboard functioning as an intelligent Mutual fund and PMS tracker across institutions.
- Real-time portfolio updates and performance monitoring
- Multi-asset investment capability (MFs, bonds, FDs, PMS, AIFs, equities)
- Risk and allocation insights for better portfolio decisions
- WhatsApp chatbot access for quick portfolio updates
Result: Simplified portfolio management and smarter decision making.
Ultra HNIs
Ultra HNIs typically have highly sophisticated portfolios. Designed as the best app to track AIF and PMS, it manages alternative investments seamlessly.
PLATFORM UTILITIES
- Comprehensive AIF investment platform and tracking for complex assets, structured products, and unlisted shares.
- Deep analytic and attribution reporting
- Portfolio overlap detection across managers and funds
- Custom reporting suited for large portfolios and multi-generational wealth
- Investment Policy Statement (IPS) monitoring
Result: Tailored solutions for complex, multi-generational wealth.
Retail Investors
Retail investors often struggle with scattered investments and lack of portfolio visibility.
PLATFORM UTILITIES
- Easy tracking of mutual funds, stocks, bonds and FDs in one place
- Auto-import of CAS statements removing manual effort
- Clear portfolio allocation insights
- Access to simple reports and charts to understand investments
Result: Clarity, convenience, and improved financial awareness.
Advisors
Advisors need tools to manage multiple client portfolios efficiently.
PLATFORM UTILITIES
- Client portfolio consolidation and monitoring
- Automated data aggregation reducing back-office work
- Custom reports for client presentations
- Overlap analysis and asset allocation insights to improve advice quality
- Multi-client dashboards for efficient relationship management
Result: Efficient, data-driven client management for advisors.
Flagship Real Life Stories
Three real-world outcomes from families, HNIs, and corporate treasuries using AUM Sampann.
HNI Individual
AIF, PMS, MF and unlisted shares in one view — a single source of truth across advisors and institutions.
Result: Tax season prep time cut in half
Corporate Treasury
Multi-bank FD and bond-ladder visibility with maturity and liquidity tracking in one place.
Result: Board-ready reports in one click
Solution by Usage
Choose the workflow that matches how your wealth is managed — then scale across people, entities, and advisors.
Portfolio Consolidation & Reporting
Every asset class, one dashboard, one report book.
Succession & Governance Planning
IPS-driven, built for the handover to the next generation.
Cash Flow & Liquidity Planning
Forward visibility across entities, not just point-in-time value.
Alternative Investment Tracking
AIF, PMS and private equity in the same view as listed assets.
Multi-Entity Administration
Trusts, holding companies and individuals, consolidated and separable.
Advisor & RIA Enablement
A white-label reporting layer for advisors who don't want to build tech.