UTI Mutual Fund Launches Wealth 360 to Consolidate and Simplify Wealth Tracking

UTI Mutual Fund Launches Wealth 360 to Consolidate and Simplify Wealth Tracking

UTI Mutual Fund Launches Wealth 360 to Consolidate and Simplify Wealth Tracking​

On May 25, 2026, UTI Mutual Fund announced the launch of ‘Wealth 360,’ a new digital feature available on the UTI MF App and website. This service enables users to securely view and track their overall wealth across multiple financial institutions using a single unified dashboard.

The platform addresses the challenge of wealth tracking becoming fragmented and time-consuming as investors increasingly diversify across various financial products and platforms. Wealth 360 is designed to simplify this experience by bringing together investments and deposits spanning banks, mutual funds, stock broking accounts, and other financial instruments into one consolidated view. The feature is available free of cost to both existing and new users.

Core Functionality and Technology​

Wealth 360 operates on the RBI-regulated Account Aggregator framework, facilitating secure, consent-based, and encrypted data sharing. The platform was enabled in collaboration with Finarkein through the Sahamati-led Account Aggregator ecosystem.

The service allows users to track a wide range of financial holdings, including:

Financial Asset TypeDetails
Bank DepositsSavings accounts, fixed deposits, recurring deposits
Investment AssetsMutual fund investments, stocks, ETFs, and NPS holdings
Linked EntitiesBanks, depositories, RTAs, NPS, and insurance providers

In addition to providing a consolidated view of wealth, the platform offers transaction-level insights, assisting users in understanding spending patterns, monitoring investments, and tracking overall net worth. To ensure the most current financial outlook, the dashboard is refreshed daily.

Security and User Control​

The foundation of Wealth 360 is built on ensuring data security and user control. Since it uses the Account Aggregator framework, the sharing of financial information is secured and consent-based. Users remain fully in control of their data and must choose which accounts they want to link. The encrypted information is visible only to the customer and is not accessible to UTI Mutual Fund. Consent given for fetching financial information remains valid for one year and can be revoked by the customer at any time.

Expert Insights​

Vinay Lakhotia, Group President and Chief Financial Officer, UTI AMC, highlighted the shift in investor behavior. "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 stated.

Nikhil Kurhe, CEO of Finarkein, noted that the partnership marks a significant moment for the open finance ecosystem in India. "Through Account Aggregator-enabled data flows, we are giving investors something they have never had before: a single, seamless lens across all their financial assets, in real time, without friction with their asset manager," Kurhe said. He added that UTI Mutual Fund is leading the charge in combining technology, simplicity, and trust to improve the overall user experience.

UTIAMC Stock Price Movement​

Today, UTI Asset Management Company Limited shares edged higher to close at ₹956.40, gaining 0.33% for the session. The stock saw active trading through the close, recording a significant total volume of 32,842 shares.
 

Disclaimer: Due care and diligence have been taken in compiling and presenting news and market-related content. However, errors or omissions may arise despite such efforts.

The information provided is for general informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. Readers are advised to rely on their own assessment and judgment and consult appropriate financial advisers, if required, before taking any investment-related decisions.

Any views, opinions, or statements expressed, where applicable, are those of the respective analysts or experts and do not reflect the views of this website. The website has no association with such viewpoints and does not assume any responsibility for them.

Last edited by a moderator:
Back
Top