UTI Mutual Fund has launched ‘Wealth 360’, a new digital feature on the UTI MF App and website that enables users to securely view and track their overall wealth across multiple financial institutions through a single unified dashboard.
The feature allows users to track investments and deposits spread across banks, mutual funds, stock broking accounts and other financial products in one place. It is available free of cost to both existing and new users without requiring any separate wealth tracking application.
Developed in collaboration with Finarkein through the Sahamati-led Account Aggregator ecosystem, Wealth 360 supports tracking of savings accounts, fixed deposits, recurring deposits, mutual fund investments, stocks, ETFs and NPS holdings. The dashboard is refreshed daily to provide updated portfolio insights.
Built on the RBI-regulated Account Aggregator framework, the feature enables secure, encrypted and consent-based sharing of financial information. Users can choose which accounts they want to link and retain full control over their data.
Commenting on the launch, Mr. Vinay Lakhotia, Group President & Chief Financial Officer, UTI AMC, said, “Investors today do not limit themselves to one investment product, one bank account or one financial institution. As wealth creation becomes more diversified, there is a growing need for a simple and reliable way to view one’s complete financial picture. Wealth 360 has been created to address this need by enabling users to access a consolidated view of their holdings through a trusted platform.”
He added, “Investors are increasingly looking for convenience without compromising on trust and privacy. At UTI Mutual Fund, we believe digital experiences should go beyond transactions and create meaningful everyday utility for users. Wealth 360 is part of our larger effort to make financial access more convenient, intuitive and empowering. As one of the early adopters of this capability, we are focused on combining technology, simplicity and trust to improve the overall user experience.”