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Help Centre

Frequently Asked Questions

Everything you want to know about Rabbit Invest — India's MFD software for distributors who mean business.

What is the best MFD software in India?

Rabbit Invest is built exclusively for independent mutual fund distributors (MFDs) in India. It combines CRM, transaction execution, portfolio analytics, fund research, commission tracking and a client-facing mobile app in a single subscription. Over 100 MFDs across India — from Delhi and Gurugram to Agra and Faridabad — use Rabbit Invest to run their practice digitally. It consistently ranks among the top MFD software options available in the country.

What is Rabbit Invest?

Rabbit Invest is a B2B SaaS platform for independent mutual fund distributors, built by Invedge Assets Pvt. Ltd. (ARN: 300766, CIN: U66190DL2023PTC421786). It gives MFDs a powerful distributor portal to manage clients, execute mutual fund transactions, track commissions and analyse portfolios — alongside a white-label mobile app their investor clients can use to track their portfolio and receive personalized communications.

How much does Rabbit Invest cost?

Rabbit Invest has three annual plans: Starter at ₹9,999/year, Growth at ₹14,999/year, and Scale at ₹24,999/year. All plans include a trial period starting at just ₹499 for the first month — no contracts, no hidden fees, no per-transaction charges. See full pricing →

What features does Rabbit Invest offer MFDs?

Rabbit Invest gives MFDs: a full CRM with family and client management; one-click SIP, lumpsum and redemption execution; individual and combined portfolio analytics; fund comparison with technical analysis; goal-based investing tools; commission and revenue tracking; client push notifications and reminders; and a white-label investor app. It integrates directly with BSE and NSE for order execution across all major AMCs. Explore all features →

Is Rabbit Invest better than other MFD software?

Rabbit Invest is one of the few platforms designed from the ground up for independent MFDs — not large distributors or banks. It bundles everything an MFD needs (CRM + transactions + analytics + client app) into one affordable subscription, whereas most competitors require separate tools for each function. MFDs report cutting admin time significantly and being able to serve more clients without additional staff. For the price-to-feature ratio, Rabbit Invest is hard to beat in the Indian MFD software market.

Does Rabbit Invest have a mobile app for clients?

Yes. Every Rabbit Invest subscription includes a companion mobile app for the MFD's investor clients. Clients can: track their portfolio in real time, complete KYC digitally, invest in NFOs, use SIP and lumpsum calculators, discover their risk profile, and receive personalized reminders and notifications from their distributor. The app is available on Android and iOS.

Which exchanges and AMCs does Rabbit Invest support?

Rabbit Invest integrates with BSE (Bombay Stock Exchange) and NSE (National Stock Exchange) for mutual fund transactions, covering all major AMCs in India. MFDs can execute purchases, redemptions and SIPs across the full mutual fund universe directly from the platform — no separate AMC portal logins required.

Is Rabbit Invest suitable for small, independent MFDs?

Absolutely — Rabbit Invest was specifically built for independent MFDs, not large brokerages or banks. The platform is easy to use without any technical background, and the team provides hands-on onboarding support. Whether you manage 20 clients or 2,000, Rabbit Invest scales with your practice. The ₹499 trial means you can test it with zero risk before committing annually.

How do I get started with Rabbit Invest?

Getting started is simple. WhatsApp the team directly at wa.link/mxuihz and the Rabbit Invest team will walk you through onboarding. The process takes under 30 minutes and the team helps you migrate your existing client data. Your first month costs just ₹499.

Does Rabbit Invest comply with SEBI and AMFI regulations?

Yes. Rabbit Invest is operated by Invedge Assets Pvt. Ltd., an AMFI-registered mutual fund distributor (ARN: 300766). The platform is built in compliance with applicable SEBI and AMFI guidelines. The Privacy Policy is compliant with India's Digital Personal Data Protection (DPDP) Act 2023. All data is handled securely and never shared with third parties for commercial purposes.

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