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How Rabbit Invest works

Built around your day.

What you do, and what your client sees.

See pricing →

Get the highlights.

Act 1

Win the Client.

The first impression is everything. Rabbit makes sure yours is the best one in the room.

Complete KYC, powered by NSE
Client risk profile, Wolf, Aggressive, with every answer on record
Investment personality result, Cheetah, Accelerated
Selected funds ready to recommend or purchase
Mutual Fund Opportunities in the client app, with Start SIP one tap away
Act 2

Serve the Client.

Once they are in, the real work begins. Rabbit keeps you connected without the manual effort.

Client portfolio with holdings, XIRR and total returns
Client portfolio in the app, current value, XIRR, fund breakdown
Communication Hub on the Rabbit Invest distributor dashboard
Client goals with overall progress and each goal tracked
Client goals with progress and targets
Client insurance policies with premium, due date and status
Act 3

Run the Business.

At the end of every day one question matters: how is the business doing? Rabbit has the answer.

Rabbit Invest distributor home: AuM, SIPs, business trends, reminders, notes and insurance
Client portfolio value over time with every report one click away
Commission insights
GST to claim for the month across every AMC, with deadlines for CAMS and KFintech
Scale plan

Your brand, in their pocket.

A client app under your own name, with partner and sub-broker management and a dedicated support lead.

From ₹2,999 a month + GST · Compare plans

See it live.

The best way to understand Rabbit is to see it with your own numbers. We walk you through it on a call.

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Or watch the walkthrough, under 5 minutes, in English or Hindi →

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