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Pensionbazaar Launches Wealth 360 to Offer Unified View of Investments and Savings

Pensionbazaar

Gurugram, August 27, 2026: Pensionbazaar has launched Wealth 360, a unified portfolio tracking platform designed to help users view, track and understand their financial holdings across multiple asset classes through a single dashboard.

With the platform, users can, with their consent, bring together information on bank accounts, fixed deposits, mutual funds, stocks and the National Pension System (NPS). The offering aims to address the growing complexity faced by Indian investors who typically manage their savings and investments across multiple financial institutions and digital platforms.

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As consumers increasingly diversify their portfolios, tracking overall wealth, returns, asset allocation and retirement savings can become fragmented. Wealth 360 seeks to simplify this experience by consolidating financial information into one view, enabling users to gain a clearer understanding of their overall financial position.

The platform provides a unified wealth dashboard, allowing users to access their portfolio information without switching between multiple applications. By bringing different asset classes together, the platform aims to reduce the effort involved in monitoring investments and support more informed financial decision-making.

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A key component of Wealth 360 is its retirement-centric wealth view, which integrates NPS alongside other investments and savings. This allows users to consider their retirement corpus as part of their broader wealth journey rather than managing retirement planning separately from their other financial assets.

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Vishwajeet Goel, Head of Pensionbazaar, a brand under Paisabazaar, said Indian investors are increasingly sophisticated but continue to deal with fragmented financial infrastructure. According to him, consumers need a clear view of everything they have built rather than simply more financial products.

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Wealth 360 is positioned as an effort to move financial technology beyond individual product transactions towards holistic wealth management. By offering consolidated portfolio visibility, the platform aims to encourage greater financial awareness, investment discipline and retirement preparedness among India’s expanding investor base.

The launch reflects a broader shift towards technology-enabled financial management, where consumers can access a comprehensive view of their wealth and make decisions with greater clarity and confidence.

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