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Tata Asset Management, in partnership with Equal-Onemoney, has launched Portfolio 360, a new feature on the Tata Mutual Fund app that provides investors with a single, transparent view of their overall financial portfolio.
Launched at the Global Fintech Fest 2025, the the platform allows users combine financial data from multiple sources into a single dashboard covering mutual funds, equities, fixed deposits, and bank accounts, offering comprehensive insights to support better financial planning and decisions.
“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,” said Prathit Bhobe, Managing Director and Chief Executive Officer of Tata Asset Management.
The feature includes tools such as trend graphs, summarized holdings, and a FIRE (Financial Independence, Retire Early) calculator powered by Equal-Onemoney’s analytics. The app, which has recorded over six lakh downloads within months of launch, aims to promote better financial literacy and accessibility.
Speaking on the launch, Krishna Prasad, Founder and CEO of Equal-Onemoney, further said, “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.”