First Change Finserv
Finance
Free · Designed for iPad. Not verified for macOS.
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
more - 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
1.5.7 11 Aug
- 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
1.5.6 7 May
- 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
1.5.1 17 Mar
- 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
1.4.6 28 Jan
- 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
1.4.1 24/10/2025
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
1.3.4 01/10/2025
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes
1.3.3 10/09/2025
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
1.3.2 28/08/2025
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
1.3.0 06/06/2025
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates
1.2.5 12/05/2025
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.
1.2.4 12/02/2025
- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process
1.2.3 08/01/2025
- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Collapsable Option on Home & Portfolio
- Added Transaction Mode in New Investment
- Added Balance units on fund's detailed Screen
- Resolved Mandates Listing & Date Issue
- Resolved Date Related Issues
- Resolved Capital Gain Realised Report Issue
1.2.0 29/07/2024
- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
1.1.5 31/05/2024
- Login Via Mobile OTP
- Introduced New Goal Module with Add / Edit / Map Folio
- Improved Login / Forgot Password / Reset Password / Signup Screens
- Improved Transaction Filter
- Improved My Orders
- Resolved Login Issues
- Resolved Crashes
- General Update
1.1.4 26/03/2024
Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes
1.1.2 06/03/2024
Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes
1.1.1 20/12/2023
Improved Portfolio Screens, BSE Order Authentication for Individual & Joint Holders, BSE Order Authentication from My Orders Menu, Added Total SIP in My SIP Menu, Added User Profile Screen, New & Improved Top SIP Schemes, Given Physical & NACH option in BSE Mandate, Improved My Orders for Multi Exchange, Fixed Broker Profile Issue, Fixed MFU New Invest Issue, Fixed My Transactions Issues,Search Scheme, Document Upload, Contact No. & FAQ Tab issue, Factsheet Holdings Issue
1.0.9 10/11/2023
Improved Portfolio Screens, BSE Order Authentication for Individual & Joint Holders, BSE Order Authentication from My Orders Menu, Added Total SIP in My SIP Menu, Added User Profile Screen, New & Improved Top SIP Schemes, Given Physical & NACH option in BSE Mandate, Improved My Orders for Multi Exchange, Fixed Broker Profile Issue, Fixed MFU New Invest Issue, Fixed My Transactions Issues,Search Scheme, Document Upload, Contact No. & FAQ Tab issue, Factsheet Holdings Issue
1.0.7 25/09/2023
- 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
more Version 1.5.7 11 Aug
Data Not Collected The developer does not collect any data from this app.
