Tata Asset Management debuts Portfolio 360, simplifying investing

By Vriti Gothi

Tata Asset Management has partnered with Equal-Onemoney to launch Portfolio 360, a feature within the Tata Mutual Fund app designed to offer investors a comprehensive, data-driven view of their financial landscape. Unveiled at the Global FinTech Fest 2025, the solution represents a step forward in India’s journey towards integrated, customer-centric wealth management.

Portfolio 360 embodies Tata Asset Management’s commitment to simplifying financial decision-making through technology and transparency. Leveraging the Account Aggregator (AA) ecosystem, it provides users with a holistic view of their investments and assets across multiple financial institutions—empowering them to make informed, confident financial choices.

“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, CEO & Managing Director, Tata Asset Management.

Built in collaboration with Equal-Onemoney, the feature integrates secure, consent-based data sharing with advanced analytics to deliver personalised portfolio insights. Through Portfolio 360, investors can seamlessly link financial accounts, visualise their consolidated net worth, and plan for milestones such as retirement and financial independence using tools like the FIRE Calculator, powered by Equal-Onemoney Analytics.

Equal-Onemoney’s Founder & CEO, Krishna Prasad, commented: “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.”

The Tata Mutual Fund app, which has surpassed 600,000 downloads within months of its launch, continues to set new benchmarks in digital engagement. With the introduction of Portfolio 360, it reinforces Tata Asset Management’s vision of harnessing FinTech innovation to build trust, inclusion, and financial confidence among investors.

By combining Tata Asset Management’s investment expertise with Equal-Onemoney’s AA infrastructure and analytics capabilities, Portfolio 360 positions itself as a transformative digital solution, one that reflects the broader industry movement towards open finance, interoperability, and investor empowerment.