1 week ago
Pensionbazaar Launches Unified Wealth Tracker for Investments and Savings
Pensionbazaar has launched a tool called Wealth 360.
It is designed to show many kinds of savings and investments in one place.
These can include bank deposits, mutual funds, stocks, and NPS savings.
Users give permission for their information to be brought together.
The tool shows how much money has been invested and how much the portfolio is worth.
It also shows overall returns and where the money is allocated.
This means people do not have to check several different apps separately.
Pensionbazaar says the tool can help people understand their wealth and plan better for retirement.
Pensionbazaar launched Wealth 360 on August 26 to consolidate users’ savings and investments with their consent.
The dashboard covers bank deposits, mutual funds, stocks, and NPS across five asset classes.
Users can view portfolio value, total invested amount, overall returns, and asset-wise allocation.
The platform integrates NPS with other investments to connect retirement savings with broader financial planning.
Pensionbazaar says the service is designed to reduce fragmentation and improve financial awareness, discipline, and retirement preparedness.
- Who
- Pensionbazaar launched Wealth 360, with Vishwajeet Goel describing the platform’s purpose.
- What
- Wealth 360 is a unified dashboard for viewing savings and investments across five asset classes.
- Where
- It is aimed at India’s investors and Indian consumers.
- When
- The platform was launched on August 26.
- Why
- Pensionbazaar says financial holdings are fragmented across institutions and platforms, making it difficult to understand total wealth, returns, allocation, and progress toward financial goals.
Key facts
- Platform
- Wealth 360
- Launch date
- August 26
- Provider
- Pensionbazaar
- Coverage
- Five asset classes, including bank deposits, mutual funds, stocks, and NPS
- Dashboard metrics
- Current portfolio value, total amount invested, overall returns, and asset-wise allocation
- User consent
- Investments and savings are brought together with the user’s consent
- Intended outcomes
- Greater financial awareness, discipline, and retirement preparedness
Quotes
Vishwajeet Goel
Head of Pensionbazaar
“They don't need more products. They need one clear view of everything they've built.”
businesstoday.in
Sources
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