Rachit Finserv

Rachit Finserv

by Excel Net Solutions Private Limited

1 ratings
Free

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Details

  • Released
  • Updated
  • December 11, 2017
  • May 14, 2026

Features

Rachit Finserv screenshot #1 for iPhone
Rachit Finserv screenshot #2 for iPhone
Rachit Finserv screenshot #3 for iPhone
Rachit Finserv screenshot #4 for iPhone
Rachit Finserv screenshot #5 for iPhone
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About

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download reports, and invest online. Includes various financial calculators for planning.

Complete portfolio reporting
Historical performance tracking
Online investment in mutual funds
Advanced capital gain reports
SIP and STP tracking
Financial calculators
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What's New in Rachit Finserv

2.4.9

May 14, 2026

- 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

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FAQ

What financial assets can I track with Rachit Finserv?

Rachit Finserv allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your investments are visible in one place.

Can I download reports from Rachit Finserv?

Yes, Rachit Finserv offers complete portfolio report downloads for all your assets. You can also download transaction statements for any period and a 1-click statement of account for any Asset Management Company in India.

How does Rachit Finserv handle online investments?

You can invest online directly in any mutual fund scheme or New Fund Offer through Rachit Finserv. The app tracks all your orders until unit allotment, ensuring complete transparency in your investment process.

What calculators are available in Rachit Finserv?

Rachit Finserv includes a variety of useful financial calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning.

Is Rachit Finserv secure to use?

Rachit Finserv offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. The app is designed to manage sensitive financial data, and users can expect standard security measures for online financial tools.

How often is Rachit Finserv updated?

The latest version of Rachit Finserv is 2.4.9, last updated on May 14, 2026. This indicates a commitment to ongoing development and feature enhancements for users.

What devices support Rachit Finserv?

Rachit Finserv is available for both iPhone and iPad users. This allows for convenient access to your financial portfolio across Apple's mobile devices.

Does Rachit Finserv have ads?

No, Rachit Finserv does not contain advertisements. The app is free to use and focuses on providing a clean, uninterrupted financial management experience.