Tata Asset Management and Equal-Onemoney Launch ‘Portfolio 360’ at Global Fintech Fest 2025
The solution was showcased at the Global Fintech Fest (GFF) 2025, and is now available through the Tata Mutual Fund App, which has already crossed six lakh downloads since launch.
Hyderabad, October 8: Tata Asset Management, in collaboration with Equal-Onemoney, has unveiled Portfolio 360, an industry-first unified financial dashboard designed to give investors a 360-degree view of their entire financial portfolio through the Account Aggregator (AA) ecosystem.
The solution was showcased at the Global Fintech Fest (GFF) 2025, and is now available through the Tata Mutual Fund App, which has already crossed six lakh downloads since launch.
Portfolio 360 consolidates an individual’s financial data across multiple accounts and investment products — including bank accounts, mutual funds, equities, and fixed deposits — providing a real-time, transparent, and actionable overview.
“Empowering Investors Through Transparency”
Launching the product, Prathit Bhobe, CEO & MD of Tata Asset Management, said the platform reinforces Tata’s commitment to financial simplicity and investor empowerment.
“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.”
Krishna Prasad, Founder & CEO of Equal-Onemoney, said the partnership is a key step toward democratizing financial awareness.
“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 planning and independence accessible to every Indian, while ensuring the highest standards of data privacy and security.”
Key Features of Portfolio 360
- Seamless Onboarding: Investors can securely aggregate data from multiple financial institutions through the AA network with full consent-based control.
- Unified Dashboard: A consolidated view of total net worth across savings, investments, and assets — all in one place.
- Smart Insights: Personalized tools like trend graphs, portfolio summaries, and a FIRE (Financial Independence, Retire Early) calculator powered by Equal-Onemoney Analytics help investors plan for long-term goals using real-time data.
Setting a New Standard in Fintech
By integrating the Tata Mutual Fund App’s investor-friendly interface with Equal-Onemoney’s AA-based analytics, Portfolio 360 positions itself as a next-generation fintech innovation — combining transparency, security, and personalization to help investors make confident, data-driven decisions.
