Mumbai : Enhancing the way people engage with their money, a powerful new feature has been launched on the JioFinance app, which enables users to bring together what matters in their financial life on to one unified, secure, and intelligent platform. It allows users to seamlessly link, view and analyse all their bank accounts, mutual funds and stock portfolios in one single place, without the hassle of viewing multiple apps.

In an increasingly fragmented financial ecosystem, individuals often struggle to track multiple accounts, apps, and providers. The JioFinance app solves this by consolidating, analysing, and personalising financial recommendations, based on user consent. It gives users a clear and nuanced understanding of their cash flow trends, expenses and investment, as well as recommendations for better money management. This feature helps people align day-to-day spending patterns with their long-term goals, using advanced analytics and smart insights to simplify decision-making. The key features of the platform include:

  • Unified Financial Dashboard: Brings together all financial relationships — from loans and deposits held within JioFinance to linked external accounts and investments — providing a consolidated, real-time view of a user’s finances.
  • Comprehensive Asset Tracking: Enables users to link and track Bank Accounts (CASA) for real-time balances and spending insights, as well as Mutual Funds, Equities, and ETFs with portfolio and performance analysis. Soon, support for Fixed and Recurring Deposits will offer an even more complete picture of a user’s financial world.
  • Smart, Data-Driven Guidance: Goes beyond simple tracking with AI-powered insights and nudges, offering personalised recommendations to help users make better financial decisions.

To begin the journey of smarter money management, users can download the JioFinance app, click on the ‘Track your Finances’ tab on the home screen and follow a few simple steps to set up their personalised financial dashboard. Jio Finance Platform and Service Limited, a subsidiary of Jio Financial Services Limited, is responsible for managing the JioFinance app.

Surbhe S Sharma, Chief Executive Officer, Jio Finance Platform and Service Limited says:“With this new feature on the JioFinance app, we are taking a significant step towards our mission of making finances simple, transparent, intuitive  and accessible for every Indian. By bringing a person’s financial life together on a unified, secure and insightful platform, we are empowering users to understand and manage their money effortlessly. We are committed to continuously enhancing the money management and optimising capabilities of the JioFinance app, using advanced analytics & intelligence over time, which will empower the financial well-being of millions of Indians.”