UTI AMC launches Wealth 360 to simplify wealth tracking

1 min read     Updated on 26 May 2026, 06:42 AM
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AI Summary

UTI Mutual Fund introduced Wealth 360, a digital dashboard on its app and website, allowing investors to track holdings across multiple financial institutions through a single interface. The feature uses the Account Aggregator ecosystem for secure, consent-based data sharing and provides daily updates on net worth and spending patterns.

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UTI Mutual Fund today announced the launch of '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. This launch aims to address the fragmentation investors face as they diversify across various financial products, simplifying the tracking process by consolidating holdings spread across banks, mutual funds, stock broking accounts, and other financial products into one place.

The feature has been enabled in collaboration with Finarkein through the Sahamati-led Account Aggregator ecosystem. It supports the linking of banks, depositories, RTAs, NPS, and insurance providers, allowing users to view a wide range of financial holdings. In addition to a consolidated view, the platform provides transaction-level insights to help users understand spending patterns, monitor investments, and track net worth, with the dashboard refreshed daily.

Built on the RBI-regulated Account Aggregator framework, Wealth 360 facilitates secure and consent-based sharing of financial information between regulated financial institutions. Users retain full control over their data, choosing which accounts to link, with consent valid for one year and revocable at any time. The encrypted information is visible only to the customer and is not accessible to UTI AMC .

The onboarding process allows users to access Wealth 360 by logging into the UTI Mutual Fund platform using existing credentials or creating an account via PAN-based registration. Eligible accounts are then linked through a consent-driven process within the Account Aggregator ecosystem.

Mr. Vinay Lakhotia, Group President & Chief Financial Officer, UTI AMC, stated that the feature addresses the growing need for a reliable way to view a complete financial picture amidst diversified wealth creation. He emphasized that the initiative focuses on combining technology, simplicity, and trust to improve user experience and create meaningful everyday utility.

Nikhil Kurhe, CEO, Finarkein, added that the partnership marks a defining moment for the open finance ecosystem in India, providing investors with a seamless lens across all financial assets. He noted that investing in contextual, consent-based data experiences is a competitive advantage that builds trusted, lifelong investor relationships.

Historical Stock Returns for UTI AMC

1 Day5 Days1 Month6 Months1 Year5 Years
-0.07%+1.56%+2.90%-17.62%-20.70%+27.58%

How will the introduction of Wealth 360 influence other asset management companies to adopt similar aggregation technologies?

What potential data monetization opportunities could arise for UTI AMC from the transaction-level insights gathered through the platform?

How might this feature impact user retention rates and cross-selling opportunities for UTI Mutual Fund compared to competitors?

UTI AMC Schedules Analyst/Investor Meeting with Shanghvi Family Office on May 19, 2026

0 min read     Updated on 12 May 2026, 07:48 AM
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Ashish TScanX News Team
AI Summary

UTI Asset Management Company Limited has disclosed a scheduled in-person analyst and institutional investor meeting with Shanghvi Family Office on May 19, 2026, at 1600 hrs IST at its Corporate Office in BKC, Mumbai. Filed under reference number UTI/AMC/CS/SE/2026-27/0662 on May 11, 2026, the meeting will be conducted on a one-on-one basis with no Unpublished Price Sensitive Information to be shared.

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UTI AMC has informed the stock exchanges of a scheduled analyst and institutional investor meeting with its senior management, pursuant to Regulation 30 read with Schedule III Part A Para A of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, along with relevant SEBI Circulars. The intimation, bearing reference number UTI/AMC/CS/SE/2026-27/0662, was filed on May 11, 2026.

Meeting Details

The following table outlines the key details of the scheduled meeting:

Parameter: Details
Date & Time: 19th May, 2026 at 1600 hrs IST
Participant: Shanghvi Family Office
Mode of Meeting: In person
Venue: Corporate Office, BKC, Mumbai

Key Notes

The company has highlighted the following conditions applicable to the meeting:

  • The date of the meeting is subject to change.
  • No Unpublished Price Sensitive Information (UPSI) will be shared at the meeting.
  • The meeting will be conducted on a one-on-one basis.

The intimation was signed by Arvind Patkar, Company Secretary and Compliance Officer (Membership No.: ACS 21577), on behalf of UTI Asset Management Company Limited.

Historical Stock Returns for UTI AMC

1 Day5 Days1 Month6 Months1 Year5 Years
-0.07%+1.56%+2.90%-17.62%-20.70%+27.58%

What strategic investment or partnership opportunities might the Shanghvi Family Office be exploring with UTI AMC that could signal a shift in the company's ownership structure?

How might increased interest from prominent family offices like Shanghvi's influence UTI AMC's AUM growth trajectory and product offerings in the near term?

Could this one-on-one meeting with the Shanghvi Family Office be a precursor to a significant block deal or stake acquisition in UTI AMC, and how would that impact its stock valuation?

More News on UTI AMC

1 Year Returns:-20.70%