Multi-Asset Tracking
Track listed stocks, mutual funds, bonds, FDs, PMS, AIF, unlisted shares, and international equity in one dashboard.
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FinTech · Wealth Management
AUM Sampann
Premier wealth management platform in India.
An AI-powered engine for modern wealth managers scaling portfolios upwards of ₹50 lakhs per annum. Consolidate assets, automate reporting, and make faster, data-driven decisions across mutual funds, equity, bonds, PMS, AIF, and family wealth.
About AUM Sampann
AUM Sampann was created to eliminate fragmented wealth management. DeepNeura built this unified platform to bring all investments, data, and insights into one place for family offices, HNIs, financial advisors, and corporates.
The platform tracks mutual funds, equity, bonds, fixed deposits, AIF, PMS, international equity, and custom asset classes — with auto-import of contract notes, CAS statements, and back-office files.
Family groups can view consolidated holdings across asset classes with real-time portfolio updates, custom reporting, document vault, and a WhatsApp-integrated chatbot for instant portfolio access.
Key features
Family Wealth Groups
Maintain individual portfolios and create family groups for consolidated visibility across generations.
Auto-Import & Reporting
Auto-import contract notes, CAS statements, and PMS reports. Generate flexible, personalized reports on demand.
Transaction Services
Invest across MF, FD, bonds, PMS, AIF, equities, and unlisted shares with online and offline support.
Highlights
- ~₹10K Cr assets under tracking
- 200+ trusted clients & 25 family offices
- Multi-asset class tracking & auto-import
- WhatsApp-integrated portfolio chatbot
Built by DeepNeura
AUM Sampann is one of 50+ AI products engineered by DeepNeura — the world's leading AI startup and enterprise consultancy.