Jio Financial Services has announced a major upgrade to the JioFinance app with the launch of a powerful new feature that allows users to track and analyse their entire financial portfolio in one unified, secure, and intelligent platform.
The enhancement enables individuals to link, view, and assess all their bank accounts, mutual funds, and stock portfolios without switching between multiple apps, offering a simplified and comprehensive money-management experience.
In today’s fragmented financial landscape, users often struggle to monitor scattered accounts and investments. The new feature consolidates all financial relationships into a single dashboard, giving users real-time visibility of their cash flows, spending behaviour, and investment performance. It also provides smart, AI-driven insights and personalised recommendations aimed at helping users make better financial decisions and align daily spending with long-term goals.
The platform supports real-time tracking of bank accounts, mutual funds, equities, and ETFs, with upcoming additions like fixed and recurring deposits promising an even more complete picture of users’ financial health. Powered by advanced analytics, the app goes beyond tracking to offer contextual nudges and suggestions for optimising money management.
Surbhe S Sharma, Chief Executive Officer, Jio Finance Platform and Service Limited, said the update represents a significant step toward making finances “simple, transparent, intuitive and accessible for every Indian.”
He added that the unified platform empowers people to understand and manage their money effortlessly, with continuous enhancements planned to strengthen the app’s intelligence and capabilities.
Users can activate the feature by downloading the JioFinance app and selecting the ‘Track your Finances’ tab to build their personalised financial dashboard. The app is managed by Jio Finance Platform and Service Limited, a subsidiary of Jio Financial Services Limited, which continues to expand its full-stack digital financial ecosystem through various joint ventures and subsidiaries across lending, insurance, payments, asset management, and reinsurance.
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