# First Change Finserv

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by FIRST CHANGE FINSERV PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/first-change-finserv/id6452017320 (this page in markdown: same URL + `.md`)
- Developer: [FIRST CHANGE FINSERV PRIVATE LIMITED](https://appshunter.io/developer/1698712689)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2023-08-10
- Data updated: 2026-08-28
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/first-change-finserv/id6452017320/reviews.md

## What is First Change Finserv?

First Change Finserv is one-stop shopping for all you investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Online investment in mutual funds
- SIP and STP tracking
- Capital gain reports
- Financial calculators

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/first-change-finserv/id6452017320/reviews.md

### 5/5 — Good app

*2026-08-12, version 1.5.7*

Excellent and user friendly app

### 5/5 — Investment Details

*2025-05-25, version 1.2.5*

Wonderful app, user friendly

## Frequently asked questions about First Change Finserv

### What types of assets can I track with First Change Finserv?

First Change Finserv allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your complete financial portfolio.

### Can I download reports from First Change Finserv?

Yes, First Change Finserv offers complete portfolio report downloads, including all assets. You can also download transaction statements for any period and a 1-Click Statement of Account for any Asset Management Company in India.

### Does First Change Finserv support online investing?

Yes, you can invest online directly through First Change Finserv in any mutual fund scheme or New Fund Offer. The app tracks all your orders until unit allotment, ensuring complete transparency.

### What financial calculators are available in First Change Finserv?

First Change Finserv includes several useful calculators such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

### How secure is my financial data with First Change Finserv?

The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. Specific details on encryption and data protection measures are not provided in the description.

### How often is First Change Finserv updated?

The app was last updated on August 11, 2026, with version 1.5.7. This indicates a recent update, and users can expect ongoing maintenance and feature additions.

### Is First Change Finserv available on Android devices?

First Change Finserv is available on both iPhone and iPad. The description does not explicitly mention Android support, but it is a common platform for finance apps.

### Does First Change Finserv have ads?

No, First Change Finserv does not contain advertisements. The app is free to use without any ad interruptions.

## Version history (last 5 releases)

### 1.5.7 — 2026-08-11

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 1.5.6 — 2026-05-07

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 1.5.1 — 2026-03-17

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 1.4.6 — 2026-01-28

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 1.4.1 — 2025-10-24

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

## Apps similar to First Change Finserv

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [TwentySecondCentury.in](https://appshunter.io/ios/app/twentysecondcenturyin/id1620561969) | 5.0 (1) | Free | Finance |
| [VED Money](https://appshunter.io/ios/app/ved-money/id1300108040) | — | Free | Finance |
| [MEHTA PRIME WEALTH](https://appshunter.io/ios/app/mehta-prime-wealth/id1643696063) | — | Free | Finance |
| [Y S Capital](https://appshunter.io/ios/app/y-s-capital/id1586772143) | 5.0 (2) | Free | Finance |
| [TAS MF](https://appshunter.io/ios/app/tas-mf/id6468945396) | — | Free | Finance |
| [AKC Capital](https://appshunter.io/ios/app/akc-capital/id6449494078) | — | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-28.*