Mumbai, NFAPost: Tata Asset Management announced the launch of first of its kind mobile app, aimed at giving users a holistic picture of their financial world. Designed as a unified digital platform, the app brings together simplicity, intelligence, and personalisation, all under the brand platform: “One App. One View. Infinite Opportunities.”
Moving beyond the scope of conventional investing apps, the Tata mutual fund app brings together a suite of intelligence tools that support every step of the investor’s journey, starting from on boarding & learning to investing and tracking.
Speaking at the launch event of the product, Tata Asset Management Chief Distribution and Digital Officer Hemant Kumar said One App. One View. Infinite Opportunities isn’t just a tagline; it’s the core of what we’re delivering.
“Today’s investors expect a single intelligent platform that gives them clarity and control across all their financial assets. This app brings it all together – seamless tracking, one view portfolio, and a personalised experience that empowers users to invest with confidence. It reflects our commitment to innovation, while making wealth creation simpler, smarter, and more accessible,” said Tata Asset Management Chief Distribution and Digital Officer Hemant Kumar.
Key features of the app include:
1. Financial Roadmap: A dynamic goal setting and tracking tool that helps users visualise, plan, and stay on course to meet their short- and long-term financial objectives.
2. Portfolio 360: A comprehensive dashboard that brings together mutual funds, equity holdings, and bank accounts (savings, current, term, and recurring deposits), offering a complete view of the user’s financial portfolio.
3. FIRE Calculator: A goal-based planning tool to help users track their journey towards financial independence and early retirement.
4. Smart Cart: Lets users save selected investment options in one place, so they can review and invest in them later at their convenience.
5. Chatbot: Integrated customer support that puts help just a tap away.
6. Simple & Secure Onboarding: A seamless sign-up process that ensures fast, safe, and hassle-free access to all features.
7. Learning Modules: Easy-to-access educational content that empowers users to make informed investment decisions.
With ‘One App. One View. Infinite Opportunities’, Tata Asset Management aims to place itself at the heart of India’s digital investing ecosystem. The app is now available for download on the App Store and Google Play.
Explore how a single view can lead to financial possibilities!
To download the APP from Google Play or App Store Scan this code:
About Tata Asset Management
Established in 1994, Tata Asset Management Private Limited is the investment manager for Tata Mutual Fund. It is one of the oldest mutual funds in India with a unique folio base of over 59 lakhs (latest available as on 30th April 2025). Tata Mutual Fund takes pride in managing the investments of the common man right from childhood to retirement. It offers a wide choice of funds for every need across the entire risk return spectrum. These include equity funds, debt funds, hybrid funds and few others.
Leave a Reply