Short videos for every job on the platform, most under a minute. For you, and for your clients.
Onboard, invest, follow up, review. Your first day on Rabbit.
Take a new client from lead to an active NSE account. Add the lead, check eKYC and exchange status, set the tax status, and the client confirms from the NSE email.
Browse and filter funds, add one to the order, enter the lumpsum and review before you confirm.
See every SIP due in the next 7 days and send the reminder straight from the card.
Invested value, P&L and XIRR, benchmarked against Nifty 50, Midcap 150, Smallcap 250, gold and more.
Onboard them, place their orders, handle redemptions.
Take a new client from lead to an active NSE account. Add the lead, check eKYC and exchange status, set the tax status, and the client confirms from the NSE email.
Set up a monthly SIP from the client page. Pick NSE or BSE, add the fund, set amount, frequency and start date, then choose your ARN and a mandate.
Browse and filter funds, add one to the order, enter the lumpsum and review before you confirm.
Pick the fund, choose full or partial, set the details and confirm. No back and forth.
Families, the client page, reminders and goals. The work that keeps them invested.
Group a household into one family view. Tick clients, then Actions and Create Family. Edit, notify or download from the Family tab.
Everything about one client on a single page: Portfolio, Transact, Notes, Notify, Analytics & Reports, Goals and Manage.
See every SIP due in the next 7 days and send the reminder straight from the card.
Name the goal, set the target and timeline, then link funds they already hold or start a new portfolio.
One client in depth, your whole book, and the tools for client meetings.
Invested value, P&L and XIRR, benchmarked against Nifty 50, Midcap 150, Smallcap 250, gold and more.
AUM, fund and AMC split, category mix, and sector and stock exposure across every client.
NAV growth and CAGR across 1M to all time, then sector and stock holdings, fund against fund.
33 calculators for client meetings, from SIP delay cost and capital gains tax to PPF, NPS and retirement.
Your clients can follow these on their own. Tap Send on any video to share it on WhatsApp.
Mobile OTP, profile, linking your distributor’s ARN, and email verification.
Personal and PAN details, address, documents, bank account, then submit.
A short quiz on risk, goals and time horizon that sets the funds suggested to you.
SIP projections, EMI, tax and planning for retirement, a house or education.
Search the Explore page, pick a fund and finish the investment from your phone.
What you see when your distributor sends a fund, and how to act on it in four taps.
View holdings, drill into a fund, follow your SIPs and redeem.
Read the guide →Find live New Fund Offers, filter by category and invest from the app.
Read the guide →Get reminders and messages from your distributor the moment they are sent.
Read the guide →Ask your RM and we will show you on a call, or make the video.
Ask on WhatsAppYour RM is one message away.
Chat on WhatsApp