The platform brings together mutual funds, equities, and bank account holdings in one dashboard. Tata MF calls the app a “first-of-its-kind” digital solution for retail investors.
The company says the app supports users across all stages—from onboarding to investment management. It follows the brand’s new theme: “One App. One View. Infinite Opportunities.”
“The app brings clarity and control across all financial assets,” said Hemant Kumar, Chief Distribution and Digital Officer at Tata Asset Management. “It combines seamless tracking, personalised insights, and smart tools to help investors make confident decisions.”
Key features of the app:
- Financial roadmap: Helps users plan and monitor financial goals.
- Portfolio 360: Shows holdings across mutual funds, stocks, and bank accounts.
- FIRE calculator: Tracks progress towards financial independence and early retirement.
- Smart cart: Saves selected investment options for later review and action.
- Chatbot: Provides integrated customer support.
- Learning Modules: Offers educational content for informed investing.
- Simple Onboarding: Ensures fast and secure access to the platform.
The app is now available on Google Play and the App Store.
Tata Asset Management, established in 1994, manages Tata Mutual Fund. As of April 30, 2025, the fund house serves over 59 lakh folios. It offers a range of products across equity, debt, and hybrid categories.
(Edited by : Anshul)
First Published: Jun 12, 2025 4:27 PM IST
