In today’s fast-paced world, managing your finances should not be complicated. That’s why Tata Mutual Fund, is proud to present its new App—a comprehensive solution designed to make your investing journey simpler, smarter, and more seamless.
Whether you are exploring mutual funds for the first time or aiming to optimize your existing portfolio, this app brings everything you need, together in one place. With the Tata Mutual Fund App, you can easily invest in mutual funds, track your investments, and aim to achieve your long-term financial goals.
One App. One View. Infinite Opportunities.
The Tata Mutual Fund App seeks to simplify your mutual fund investments by combining portfolio tracking, financial planning, learning, and investing into one intuitive platform. Its features are designed to provide you with the tools you need to make informed decisions and work towards your goals.
Key Features of the Tata Mutual Fund App
Portfolio 360° (Industry-first) / Account Aggregator Integration
The app’s Portfolio 360° feature is an industry-first innovation that showcases your mutual fund investments, bank accounts, and stock holdings into one comprehensive dashboard. This mutual fund dashboard helps you track mutual fund performance and monitor your investments seamlessly in real time.
Financial Roadmap
Set and track your financial goals—whether it’s buying a home, funding your child’s education, or planning for retirement—with the app’s Financial Roadmap tool. It supports goal-based investing and helps you stay on track.
Intelligent Learnings
Access curated mutual fund insights, market updates, and articles that aim to enhance your knowledge and support your investment journey. These insights can be helpful for planning your SIP investments, lumpsum investments, and long-term strategies.
Smart Cart Investing
Diversify your investments with Smart Cart, which allows you to invest in multiple mutual funds through SIP investments, lumpsum, or both as per your convenience. It’s designed to offer a seamless experience tailored to your preferences.
FIRE Calculator
Planning for early retirement? The FIRE (Financial Independence, Retire Early) Calculator uses personalized, data-driven insights to help you plan your retirement journey efficiently. It also offers Smart Financial Guidance, providing actionable insights on how much more to save or invest to achieve your FIRE goals.
Direct NFO Access
Stay updated and participate in New Fund Offers (NFOs) directly from the app. Whether you’re exploring index funds, ELSS, or other opportunities, you will find it all within the app.
Why Choose the Tata Mutual Fund App?
- More than 30 years of experience in managing money.
- Trusted by over 59 lakh investors and managing 71+ lakh folios.
- An industry-first Portfolio 360° feature that provides you with single view of your mutual fund investments, Stocks and bank accounts.
- A user-friendly interface for both new investors and existing investors looking to invest in mutual funds.
- Tools like the FIRE Calculator, SIP calculator, retirement calculator, and mutual fund portfolio tracker to support your investment decisions.
The Tata Mutual Fund App aims to provide a transparent, seamless, and easy-to-navigate experience that empowers you to plan, invest, and grow your wealth.
How to Get Started?
- Download the Tata Mutual Fund App from the Google Play Store or Apple App Store.
- Enter your PAN card details to begin the onboarding process.
- Start your journey—invest, track, and aim to achieve your financial goals.
Explore features like the SIP calculator to plan your investments and use the app as your dedicated mutual fund portfolio tracker. Whether you’re investing through SIP investments, lumpsum, or exploring tax saving mutual funds like ELSS, the app supports your evolving financial goals.
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully.
