Sampatti pulls your stocks, mutual funds, fixed deposits, bank balances and loans from every institution — with your consent — and turns them into one honest report on where you stand.
Read-only access · Consent-based · Revoke anytime
No more logging into five apps and a spreadsheet. Sampatti brings every account together and does the maths for you.
Holdings from your CDSL/NSDL demat accounts with live value and gain on cost.
Every folio across AMCs via CAMS & KFintech, split into equity, debt and gold.
Savings balances and FDs/RDs with interest rates and a maturity ladder.
Outstanding loans and EMIs so your net worth is the real number, not just assets.
See your equity / debt / gold / cash mix and how concentrated your portfolio is.
Flags idle cash, expensive debt, concentration risk and FDs about to mature.
Verify your email and mobile number with one-time passwords.
Your PAN ties together accounts held across institutions.
Approve a read-only data request on your Account Aggregator app.
A consolidated, printable report of your entire portfolio.
Data flows through RBI-regulated Account Aggregators via Setu. Sampatti never sees your bank passwords, access is read-only, and you can revoke consent whenever you like.