Customer App Features
Gamified Risk Profiling
Risk profiling made fun and easy. Answer a few questions and discover your investment personality.
2-minute KYC
Complete KYC in 2 minutes. Answer some simple questions and get your clients onboarded.
View Recommendations & Start Investing
Start investing in mutual fund SIPs from the recommendations available. You can edit the recommendations or contact your distributor.
Ease of Purchase
Rabbit Invest iOS & Android apps permit purchasing mutual funds.
Track Portfolio
Tracking your portfolio is a key element of investing. Rabbit Invest provides a 360 view of client portfolio for ease of tracking.
Order History
You can track your order history and also know specifications of the same!
Investment Actions & Redemption
Partially or fully redeem your funds. With Rabbit invest, you can also switch funds, invest in SWP, STP, SIP.
View Fund Details
Want to know more about the fund you're investing in? Simplifying all important details in one-click. Factsheet download option also available.
Simple Calculators
Access simple calculators and get instant answers to all your math!
Upload CAS Reports
Format & organise your CAS reports. Upload it once, and browse later. Your one-stop for accessing files.
Generate Reports
Access & generate multiple reports.
Reminders & Notifications
Receive instant notifications on the app sent by your distributor.
