AumSampann

AUM Sampann is an advanced wealth management and portfolio tracking platform built for Indian investors, families, and advisors. Manage your entire financial picture — Mutual Funds, PMS, AIF, equity, bonds, corporate FD, insurance, and more — from a single, secure dashboard.

WHY AUM SAMPANN?

• One dashboard for all your investments
• Real-time portfolio tracking and performance analytics
• Family wealth view — consolidate holdings across family members
• Professional reports for holdings, transactions
• Built for HNIs, family offices, and serious long-term investors

TRACK MULTIPLE ASSET CLASSES

Monitor investments across:
• Mutual Funds (with CAS import & MF Central sync)
• PMS & AIF
• Listed Equity & Bonds
• Corporate Fixed Deposits
• Insurance policies
• Other assets & unlisted holdings

Import data automatically from CAS statements, contract notes, broker files, PMS/AIF statements, and email — reducing manual entry and keeping your portfolio up to date.

INVEST & TRANSACT

• Browse and invest in Mutual Funds
• Start or manage SIPs
• Explore Corporate FD, PMS, SIF, and other investment products
• Secure payment authorization via trusted payment partners

ANALYZE & REPORT

• Portfolio summary with returns, CAGR, and benchmark comparison
• Asset allocation and overlap analysis across MF, PMS, and direct equity
• Custom reports — unrealized, realized, transaction, and tax reports
• Investment Policy Statement (IPS) framework
• Research insights and market reports

FAMILY WEALTH MANAGEMENT

Create family groups, switch between member portfolios, and view consolidated family holdings and performance — ideal for families managing wealth together.

DOCUMENT VAULT & AI ASSISTANT

• Ask questions about your portfolio and documents via in-app AI chatbot
• Quick access to key portfolio information when you need it


WHO IS IT FOR?

• Individual investors tracking personal portfolios
• HNIs and family offices managing multi-asset wealth
• Non-individual entities (HUF, companies, trusts, LLPs)
• Wealth advisors and partners serving clients

GET STARTED

Register with your PAN, verify your mobile number, complete KYC, and start tracking your investments in minutes.

Website: https://www.aumsampann.com
Support: Contact us via the app or website

IMPORTANT DISCLAIMER

AUM Sampann is a portfolio management and investment platform. We are not authorised to provide investment, legal, accounting, tax, or financial advice. All information is for informational purposes only. Investments in the securities market are subject to market risks. Please read all scheme-related documents carefully and consult a qualified professional before making investment decisions. Past performance does not guarantee future results.