Mumbai, October 8, 2025: Tata Asset Management, in collaboration with Equal-Onemoney, has rolled out Portfolio 360, an industry-first feature on the Tata Mutual Fund app that aims to give investors a unified, transparent, and actionable view of their entire financial portfolio.
Portfolio 360 that was showcased at the Global Fintech Fest 2025, puts investors at the centre by offering a single platform for comprehensive financial insights and planning.
Speaking at the launch, Prathit Bhobe, CEO & MD of Tata Asset Management, said: “At Tata Asset Management, we believe in empowering investors through transparency and simplicity. Portfolio 360 gives users a clear, unified view of their wealth — helping them make smarter decisions. This marks a milestone in our journey to simplify investing and make financial planning more accessible and data- driven.”
Key features of Portfolio 360
· Seamless Onboarding: Investors can securely aggregate financial data from multiple sources with just a few clicks, with full control through transparent consent management.
· Unified Financial Dashboard: A consolidated view of net worth across bank accounts, mutual funds, equities, FDs, and more — all in one place.
· Smarter Portfolio Insights: Personalized tools such as trend graphs, summarized holdings, and the FIRE Calculator powered by Equal-Onemoney Analytics, helping investors plan for retirement and financial independence with real data.
Tata Mutual Fund App has already crossed 6 lakh downloads within a few months of its launch.
Krishna Prasad, Founder & CEO of Equal-Onemoney, added: “We are delighted to partner with Tata Asset Management in bringing the power of the Account Aggregator ecosystem to investors. Portfolio 360 is a step towards making financial awareness, planning, and independence accessible to every Indian, while ensuring the highest standards of data privacy and security.”
By combining the strength of the Tata MF app with Equal-Onemoney’s Account Aggregator expertise, Portfolio 360 is setting a new trend in digital investor solutions, combining transparency, innovation, and data-driven insights to help investors make confident financial decisions.
Disclaimer: The views expressed in this article are personal in nature and in is no way trying to predict the markets or to time them. The views expressed are for information purpose only and do not construe to be any investment, legal or taxation advice. Any action taken by you on the basis of the information contained herein is your responsibility alone and Tata Asset Management Pvt. Ltd. will not be liable in any manner for the consequences of such action taken by you. Please consult your Mutual Fund Distributor before investing. The views expressed in this article may not reflect in the scheme portfolios of Tata Mutual Fund. The view expressed are based on the current market scenario and the same is subject to change. There are no guaranteed or assured returns under any of the scheme of Tata mutual Fund.
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