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India has over 140 crore people, yet only 12 crore file taxes, and shockingly, just 1.7 crore invest in mutual funds. While urban India may seem digitally savvy, over 75% of mutual fund investments still happen traditionally through banks and individual distributors – our real heroes of financial inclusion.
However, these crucial on-ground advisors face three major challenges. First, a significant portion of their time is spent on operations and paperwork, including handling Know Your Customer (KYC) checks and form-filling, which leaves little room to onboard new clients. Second, there is a lack of easy-to-use tools for data analytics, making it difficult for younger or less experienced distributors to offer high-quality advice. Third, customer expectations have evolved—people now want quick, app-based services, rather than back-and-forth calls or messages.
At Rabbit Invest, we’ve built a tech platform that transforms every distributor into a fintech. Our app simplifies workflows, automates operations, and equips advisors with decision-making tools and customer insights—no advanced technical skills required. With Rabbit Invest, small distributors can compete with larger players and stay in business for longer. We’re here to solve the tech gap, improve customer experience, and boost India’s investment participation—one hop at a time.
Rabbit is inspired by these smart and friendly creatures known for embodying wisdom and growth.
Just like these agile animals multiply in number, we aim to provide wealth growth strategies, by simplifying personal finance, propelling you swiftly towards your financial dreams with each hop.
Saksham Malik is the founder of Rabbit Invest, a fintech platform transforming how mutual fund distributors serve India’s next 100 million investors. With experience across a hedge fund, consulting, and early-stage startups, he brings a unique blend of strategy, product thinking, and execution. Saksham is deeply passionate about solving for financial access, wealth creation, and digital distribution in Bharat. His work focuses on building scalable, trust-first systems at the intersection of SaaS, personal finance, and advisory tech. He believes India's financial future will be driven not just by products but by people empowered with the right tools.
Click on the photo to connect with him on LinkedIn
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