Partners - Rabbit Invest

Rabbit Invest Partners App is the all-in-one platform built for mutual fund distributors. Seamlessly onboard clients, manage portfolios, and grow your business from a single, powerful app.

Key Features

Client Onboarding One-step digital KYC with NSE NMF integration. BSE Star support coming soon.

Risk Profiling & Suggestions A simple risk-assessment quiz that generates tailored fund lists based on client profiles.

Goal-Based Investing Create and track personalized investment plans with inflation-adjusted projections.

Fund Discovery & Comparison Browse and compare funds by performance trends, NAV history, fund manager details, and category exposure.

Purchases & Transactions Multi-fund purchase flow with automatic ARN mapping and instant order sync.

Portfolio Analytics Visualize client portfolios, track sector and stock exposure, and generate detailed reports.

Client Engagement Tools Send reminders and notifications via the app or WhatsApp, customize templates, and nudge clients directly from the dashboard.

Partner & Business Management Manage sub-partners, commissions, payouts, and track key business metrics such as AUM, revenue, SIPs, and redemptions.

Essential Tools Access calculators, CAMS, KFin, KYC services, and in-app note-taking for quick workflows.

Why Rabbit Invest? • Simplifies client management and lead handling • Enables distributors to compete with larger players • Supports English and Hindi • White-label option available for ARNs with AUM under ₹1 Cr

Manage clients. Track commissions. Grow your mutual fund business with Rabbit Invest.