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Dailymirror.news,Hyderabad, October 10, 2025: Tata Asset Management, in partnership with Equal-Onemoney, has introduced Portfolio 360, a groundbreaking feature integrated into the Tata Mutual Fund app. Unveiled at the Global Fintech Fest 2025, this industry-first tool offers investors a seamless, transparent, and comprehensive view of theirstairs
System: their entire financial portfolio, enabling smarter and data-driven investment decisions.
Prathit Bhobe, CEO & MD of Tata Asset Management, emphasized the transformative potential of this feature, stating, “At Tata Asset Management, our mission is to empower investors with clarity and simplicity. Portfolio 360 provides a unified, holistic view of an investor’s wealth, enabling informed decision-making. This launch is a significant step toward making financial planning more accessible, transparent, and driven by data.”
Key Features of Portfolio 360:
- Effortless Onboarding: Investors can securely aggregate financial data from multiple sources with minimal effort, supported by transparent consent management for full control.
- Comprehensive Financial Dashboard: A single platform showcasing net worth across bank accounts, mutual funds, equities, fixed deposits, and more.
- Actionable Portfolio Insights: Personalized tools, including trend graphs, summarized holdings, and the FIRE (Financial Independence, Retire Early) Calculator powered by Equal-Onemoney Analytics, to aid in retirement and financial independence planning with real-time data.
The Tata Mutual Fund App has already surpassed 6 lakh downloads within months of its launch, reflecting strong investor trust and adoption.
Krishna Prasad, Founder & CEO of Equal-Onemoney, shared, “We are thrilled to collaborate with Tata Asset Management to leverage the Account Aggregator ecosystem for investors. Portfolio 360 is a transformative step toward making financial awareness, planning, and independence accessible to all Indians, while upholding the highest standards of data privacy and security.”
By integrating the robust capabilities of the Tata Mutual Fund app with Equal-Onemoney’s expertise in the Account Aggregator framework, Portfolio 360 sets a new benchmark in digital investment solutions, blending transparency, innovation, and data-driven insights to empower investors to make confident financial choices.
The views expressed in this article are personal and not intended to predict or time the markets. They are for informational purposes only and do not constitute investment, legal, or taxation advice. Any actions taken based on this information are at your own risk, and Tata Asset Management Pvt. Ltd.
will not be liable for any consequences. Please consult your Mutual Fund Distributor before investing. The views expressed may not reflect the portfolios of Tata Mutual Fund schemes. They are based on the current market scenario and subject to change.
There are no guaranteed or assured returns under any Tata Mutual Fund scheme. Mutual Fund investments are subject to market risks; please read all scheme-related documents carefully.
