Global Fintech Fest 2025: Tata Asset Management, Equal-Onemoney launch 'Portfolio 360' for unified investment tracking

Mumbai: 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.

Speaking at the launch, Prathit Bhobe, CEO & MD of Tata Asset Management, said: " 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, added: “ 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.”

·Investors can securely aggregate financial data from multiple sources with just a few clicks, with full control through transparent consent management.

• A consolidated view of net worth across bank accounts, mutual funds, equities, FDs, and more — all in one place.

• Personalised tools such as trend graphs, summarised holdings, and the FIRE Calculator powered by Equal-Onemoney Analytics, helping investors plan for retirement and financial independence with real data.