# Rachit Finserv

> Comprehensive financial portfolio management and investment tool. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/rachit-finserv/id1323948069 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2017-12-11
- Data updated: 2026-08-31
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/rachit-finserv/id1323948069/reviews.md

## What is Rachit Finserv?

Rachit Finserv is one-stop shopping for all your Financial 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
- Advanced capital gain reports
- SIP and STP tracking
- Financial calculators


## Frequently asked questions about Rachit Finserv

### 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.

## Version history (last 5 releases)

### 2.5.0 — 2026-08-22

- 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

### 2.4.9 — 2026-05-14

- 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

### 2.3.9 — 2026-02-04

- 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

### 2.3.4 — 2025-10-31

- 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

### 2.2.0 — 2025-06-23

- Added NSE/BSE New Nominee Requirements
- Other fixes and updates

## Apps similar to Rachit Finserv

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [M P MEHTA FINSERV LLP](https://appshunter.io/ios/app/m-p-mehta-finserv-llp/id1276467776) | 5.0 (1) | Free | Finance |
| [Malviya Capital](https://appshunter.io/ios/app/malviya-capital/id1552145280) | — | Free | Finance |
| [Rathi Finserv](https://appshunter.io/ios/app/rathi-finserv/id6476176336) | — | Free | Finance |
| [Akshaya Investments](https://appshunter.io/ios/app/akshaya-investments/id1471097734) | — | Free | Finance |
| [RDFinserv](https://appshunter.io/ios/app/rdfinserv/id6450178347) | — | Free | Finance |
| [WS FinServ](https://appshunter.io/ios/app/ws-finserv/id1459986154) | 5.0 (2) | Free | Finance |

## More apps by Excel Net Solutions Private Limited

- [Degree 212](https://appshunter.io/ios/app/degree-212/id1077737244)
- [Vista Wealth Care](https://appshunter.io/ios/app/vista-wealth-care/id1085532514)
- [Indus Cap](https://appshunter.io/ios/app/indus-cap/id1090663508)
- [SM Mutual Fund](https://appshunter.io/ios/app/sm-mutual-fund/id1097088879)
- [Mudra Investment](https://appshunter.io/ios/app/mudra-investment/id1097727456)
- [Betamfwala](https://appshunter.io/ios/app/betamfwala/id1118056665)

All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

---

*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 2026-08-31.*