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How to do Risk Profiling for Client using Rabbit Invest

How to do Risk Profiling for Client using Rabbit Invest Profiling the risk appetite of your client is an important process of mutual fund distribution. Rabbit provides a gamified version where you can ask risk profiling questions to your clients in a quiz format. It evaluates factors such as investment objectives, financial situation, time horizon, […]

Simplified KYC Process with Rabbit Invest

Simplified KYC Process 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 start the KYC for 2. Click on ‘eKYC & NSE Client Registration’ 3. Fill client’s ‘Basic Details’ and click on Save & Next 4. Fill in relevant ‘Income Details’ and click on Save & Next […]