Tag: Account Aggregator, digital solution, Equal-Onemoney, financial planning, Fintech, Investment, Mutual Fund App, Portfolio 360, Tata Asset Management, Technology Partnership, wealth management
Tata Asset Management And Equal-Onemoney Unveil Portfolio 360
TLDR: Tata Asset Management and Equal-Onemoney have partnered to launch ‘Portfolio 360’ on the Tata Mutual Fund app, offering investors a unified,...
EduFund Challenges Outdated Saving Methods With “Galat Baat Hai” Campaign
TLDR: EduFund has launched its ‘Galat Baat Hai’ digital campaign to challenge traditional, outdated saving methods for children’s education. The...
IndiaBonds Announces Strategic Alliance With Upstox To Offer Bond Investments To Retail Investors
TLDR: IndiaBonds and Upstox have formed a strategic alliance to enable retail investors to access a wide range of bond investments, including corporate bonds and...
Hero Dads on the Rise: 62% of Indian Fathers Take Charge of Family Finances
TLDR: A PNB MetLife survey reveals 62% of Indian fathers identify as ‘Hero Dads,’ prioritizing long-term financial planning for family security, especially...
SP Jain Global Secures CFP® Accreditation For New Master’s Program In Applied Finance & Wealth Management
TLDR: SP Jain Global has secured the prestigious CFP® accreditation for its new Master’s in Applied Finance & Wealth Management (MFWM) program through a landmark...
FPSB India & PHDCCI Host Landmark International Conference on Financial Planning 2025
TLDR: FPSB India and PHDCCI successfully hosted the International Conference on Financial Planning 2025 in New Delhi, gathering policymakers and global leaders to...
NRI Nivesh Launches Global Series of NRI Tax Clinics Across 8 Countries
TLDR: NRI Nivesh has launched a global series of NRI Tax Clinics and India Property Expos across 8 countries, including recent successful events in Abu Dhabi, Kenya, and...
Promises Take Center Stage in Canara HSBC Life Insurance’s New Campaign Featuring Jasprit Bumrah and Sanjana Ganesan
TLDR: Canara HSBC Life Insurance has launched a new 360-degree brand campaign featuring real-life couple Jasprit Bumrah and Sanjana Ganesan. The campaign, rooted in the...
Tata AIA Tops India in MDRT Rankings for Third Consecutive Year
TLDR: Tata AIA Life Insurance has topped India’s MDRT rankings for the third consecutive year and achieved a #4 global ranking, with a record 2,871 qualified...
IIBF Joins Forces with FPSB India to Advance Financial Planning Education
The Indian Institute of Banking and Finance (IIBF), the professional body for the banking and finance sector in India, has entered a strategic Memorandum of...
