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How Rabbit Invest Works

Built Around
Your Day.

Every moment of your distribution business — shown from both sides. What you do. What your client experiences.

1Win the Client 2Serve the Client 3Run the Business
Act 1

Win the Client.

The first impression is everything. Rabbit makes sure yours is the best one in the room.

Onboarding

New Client.
Two Minutes.

The meeting is going well. Don't lose it to paperwork.

KYC, UCC, and FATCA — all three integrated, all done in 2 minutes. You can initiate it from your dashboard or your client does it on their phone. Either way, they're transaction-ready before the meeting ends.

✓ KYC + UCC + FATCA ✓ Powered by NSE ✓ Transaction-ready in 2 mins
See it live → View pricing →
Client completes KYC — distributor can initiate the same flow
Complete KYC — powered by NSE
Risk Profiling

Know Your
Client First.

Before you suggest a single fund, know exactly how much risk your client can actually handle.

15 questions model their behaviour, mental approach to loss, and financial capacity. You see the full profile. Every fund suggestion you make after this is grounded in something real.

✓ SEBI compliant ✓ Behaviour and capacity modelling ✓ Full profile visible to you
Client takes quiz and gets result
Risk profiling quiz in the client app
Investment personality result — Cheetah, Accelerated
Distributor sees full profile
Moderately Aggressive
Risk profile complete
Risk profile distributor view
View pricing →
Act 2

Serve the Client.

Once they're in, the real work begins. Rabbit keeps you connected without the manual effort.

Differentiator #1
Fund Guidance and Notifications

You Pitch.
They Act.

You pick the fund. You send it. One notification lands on their phone — "New investment ideas are waiting for you in the app."

They open it. The fund is there, pre-loaded, with a Start SIP button. One tap. Done. No WhatsApp thread. No chasing. No back and forth.

✓ Replaces WhatsApp broadcasts ✓ In-app delivery ✓ 1-click to invest
See how it works →
Distributor selects and sends
Sent to client
In-app delivery
Browse funds
Client gets notified — one tap to invest
Fund pre-loaded with Start SIP in the client app
Rabbit Invest
New investment ideas are waiting for you in the app.
Client Portfolio and App

They Stay
Invested.

Every client you onboard gets a mobile app with your name on it.

Current value. Annualised return. Fund-level breakdown. 1-day moves. A client who checks this daily is a client who never calls to ask how their money is doing — and never thinks of leaving.

✓ iOS and Android ✓ Live portfolio tracking ✓ Both sides always in sync

Branded to you. Powered by Rabbit.

Distributor sees
Portfolio distributor view
Client sees
Client portfolio in the app — current value, XIRR, fund breakdown
View pricing →
Communication Hub

Never Go
Quiet.

The client who hears from you twice a year is the client who moves to someone who calls.

Write once, schedule it, and let it go out on its own. Birthdays, SIP dues, portfolio reports. Every message you have ever sent sits in one history, with what landed and what did not.

✓ In-app and email ✓ Schedule ahead ✓ Automated reminders ✓ Ready-made templates ✓ Delivery history

Set it once. It keeps talking.

Distributor sees
Communication Hub on the Rabbit Invest distributor dashboard
Goal Planning

Give Them a
Reason to Stay.

A client investing for a goal stays invested far longer than one investing for returns.

You set the goal. They see the countdown. That single screen is why they never stop the SIP.

✓ Inflation adjusted ✓ Real-time progress ✓ Visible in client app
Distributor creates goals
2 Goals Active
Home · Switzerland
Goals distributor view
Client tracks progress
Client goals with progress and targets
View pricing →
Act 3

Run the Business.

At the end of every day, one question matters — how is the business doing? Rabbit has the answer.

Analytics and Reporting

Your Book.
Full Picture.

Total AUM. SIP inflow. Business trends. Every number that matters, in one place.

Drill down to any client, any folio, any fund. Valuation, Systematic Plan, and Taxation reports in one click.

✓ Real-time AUM ✓ Folio-level xIRR ✓ One-click reports
Portfolio overview
₹63.21K
Current · 9 funds
Portfolio overview
Folio drill down
Folio detail
View pricing →
Commission Insights

Know Your
Earnings.

Most distributors don't know what they earned last month until the 15th. You will.

Scheme wise. Client wise. Month on month. Revenue leakage flagged before it compounds. Download the full picture in one click.

✓ AMC and scheme-wise ✓ Leakage alerts ✓ Exportable reports
Commission insights
₹9,401 July
FY: ₹9,570
Commission insights
View pricing →
Scale Plan

Look Like
the Firm.

Stop looking like a one-person operation. Start looking like the wealth management firm you're building.

Scale Plan Only

Your Brand.
Your Platform.

Your name on the app. Your brand across every touchpoint. Partner and sub-broker management built in. A dedicated support lead who knows your business by name.

✓ White-label client app ✓ Custom branding ✓ Partner management ✓ Sub-broker access control ✓ Dedicated support lead
Starting at
₹2,999
/month + GST
Talk to Sales Compare all plans →
Insurance Tracking

Every Policy.
One Place.

For distributors who also deal in insurance — Rabbit now lets you track every client's active policies in one place. No more scattered spreadsheets or missed renewals.

Help clients stay on top of their coverage. Premium due dates, policy status, and renewal reminders — all built into the same platform your clients already use for mutual funds.

✓ Policy tracking ✓ Renewal reminders ✓ Client-facing view
🛡️
Term Life Insurance
LIC of India
Active
Sum Assured ₹1 Crore
Premium ₹18,500/yr
Next Due Jul 15, 2026
🏥
Health Insurance
Star Health
Active
Coverage ₹10 Lakh
Premium ₹22,000/yr
Next Due Sep 3, 2026
4
Active Policies
2
Due This Month
₹85K
Annual Premium
View pricing →

See It
Live.

The best way to understand Rabbit is to see it.
WhatsApp us. We will walk you through your numbers, your questions, your business.

Chat on WhatsApp View Pricing →

Introductory prices — aaj hi lock in karein.

See It In Action

Experience the
Full Walkthrough

Watch a complete walkthrough of the Rabbit Invest platform — every feature, every screen, in under 10 minutes.

Watch Walkthrough →

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