Create, Edit, and Manage Family with Rabbit Invest
BACK Create, Edit, and Manage Family with Rabbit Invest Distributors often manage portfolios for multiple members of a family. “Family” feature helps to get a consolidated view of the household. Group clients of the same family for a consolidated view of portfolio status, wealth, asset allocation, and financial goals. 1. Go to the Clients tab on your […]
How to Initiate Purchase with Rabbit Invest
BACK How to Initiate Purchase with Rabbit Invest Purchase is an important feature of the distribution business. Purchase process on Rabbit Invest is a simple and easy process. Browse & select funds, choose from SIP/ lumpsum, set a mandate, and complete purchases within one unified platform. Gain transparency and reduce delays with automated workflows. Keep […]
How to Redeem Investments with Rabbit Invest
BACK How to Redeem Investments with Rabbit Invest 1. Click on Clients tab in your dashboard. Under ‘List of all Clients’, search/ click on the client for whom you want to make the redemption for 2. Click on ‘Redemption’ 3. Select funds that you want to redeem. Then, click on ‘Continue’ 4. Select from ‘Partial/ Full Redemption’. You can either enter ‘Units to […]
Goal-Based Investing with Rabbit Invest
BACK Goal-Based Investing with Rabbit Invest Invest for your goals by identifying and prioritizing goals such as retirement, education, or purchasing a home. Each goal is assigned a time horizon and required amount. This approach makes investing more personal, disciplined, and outcome-oriented with real-time adjustments to inflation. 1. Go to Clients tab in your dashboard. Under ‘List of […]
Fund Comparison & Technical Analysis with Rabbit Invest
BACK Fund Comparison & Technical Analysis with Rabbit Invest Assess fund consistency and competition by comparing multiple funds to provide the best to your client. Compare against category peers and benchmarks across market cycles. Consider sector/ stock analysis, or view the fund’s factsheet. 1. Click on Browse Funds tab on your dashboard. 2. Select or search the […]
Explore Individual Analytics with Rabbit Invest
BACK Explore Combined Analytics with Rabbit Invest Rabbit Invest gives performance insights and trends on an individual, family, and business level. Individual Analytics gives insights for a particular client. Family Analytics gives insights of a particular family as a whole while Combined Analytics gives insights into your entire business. 1. Click on the Analytics tab in your dashboard. Choose ‘Combined Analytics’ 2. You can […]
Explore Combined Analytics with Rabbit Invest
Explore Combined Analytics with Rabbit Invest Rabbit Invest gives performance insights and trends on an individual, family, and business level. Individual Analytics gives insights for a particular client. Family Analytics gives insights of a particular family as a whole while Combined Analytics gives insights into your entire business. 1. Click on the Analytics tab in your dashboard. Choose ‘Combined Analytics’ 2. You can see […]
Use Advanced Calculators with Rabbit Invest
BACK Use Advanced Calculators with Rabbit Invest Advanced calculators are powerful tools used by mutual fund distributors and financial advisors to provide deeper insights, personalized advice, and transparent projections for clients. Unlike basic SIP or lumpsum calculators, these tools consider multiple variables, scenarios, and investor goals, making them essential for professional-grade advisory platforms. Click on Tools tab […]
Send App & WhatsApp Reminders and Notifications
BACK Send App & WhatsApp Reminders and Notifications One of the most essential features of our platform is the ability to send in-app and WhatsApp notifications to clients. Instead of scattered reminders and notifications that often get ignored, Rabbit offers distributors the option to send “one-click” reminders to their clients. 1. Click on Clients tab on your […]
Browse Mutual Funds with Rabbit Invest
Browse Mutual Funds with Rabbit Invest The Browse Funds feature gives users a seamless way to explore the full universe of available mutual fund options. With intuitive filters, smart search, and detailed fund profiles, distributors can quickly identify funds that match their preferred strategy, risk appetite, and objectives. Alternatively, you can browse funds without login as well. […]