Tata Asset Management and Equal-Onemoney unveil Portfolio 360 at Global Fintech Fest 2025 - a unified financial dashboard powered by the Account Aggregator ecosystem
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 aunified, 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 datadriven."
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.
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