IFA Planet
vs Rabbit Invest
IFA Planet vs Rabbit Invest: full feature and pricing comparison for MFDs
Comparison
Rabbit Invest vs IFA Planet
See how Rabbit Invest compares on the features that matter most to modern MFDs.
Exchange integration
Asset coverage
Multi-ARN support
Supports multiple ARNs under one account
Onboarding and KYC
Automatic KYC status check against KRA/RTA
Family account management
Commission and brokerage
Commission / brokerage tracking
GST and compliance reporting
Client app and white-labeling
Client self-service transactions
Client communication
WhatsApp-based client communication
Branded marketing content library
Bulk notifications for clients
Fund Suggestion for Customers
Reports
Portfolio valuation report
Family-level portfolio reports
Goal-based planning with inflation logic
Concentration / sector overlap risk report
Commission analytics report
Tools and CRM
Client App Feature Adjustments
Calculators with Tabular explainers
External Holdings analyser
Fund Browse Comparison with Benchmarks
Own your growth.
One dashboard to run, see, and grow your book.
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Who this is for
Rabbit Invest is built for MFDs like you
- MFDs whose business is mutual fund and insurance distribution
- Distributors who want published pricing instead of having to ask for a quote
- Practices that want a client app on both iPhone and Android, not Android only
- Anyone who wants automatic KYC checks and automatic commission tracking built in, not manual
The takeaway
Own your growth.
Switching software isn't just about features on a page, it's about what actually moves your business forward. Here's what that looks like day to day with Rabbit Invest.
- Serve more of your client's needs under one ARN. Insurance sits alongside mutual funds, so you're not turning clients away or sending them elsewhere for a second product.
- Spend less time on admin, more time with clients. Automatic KYC status checks against KRA and RTA records remove a manual step from every onboarding.
- Look the same on every client's phone. Your client app, including the white-label version, runs properly on both iPhone and Android.
- Reach clients where they already are. WhatsApp communication, app notifications, and bulk messaging keep reminders visible, instead of getting buried in an inbox.
- Spot opportunities your clients haven't told you about. An external holdings analyser and fund suggestions surface what's worth a follow-up call.
- See risk before your client feels it. A concentration and sector overlap report flags overexposure before it becomes a problem.
Own your growth.
See it on your own client list.
No pressure, no long pitch. Just a walkthrough with your actual data.
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Sources
- ifaplanet.com, homepage, June 2026
- ifaplanet.com/term-condition.html, Terms and Conditions page, June 2026
- techjockey.com, IFA Planet product listing
- Google Play Store, IFA Planet app listing
- rabbitinvest.com/pricing and Rabbit Invest product documentation, June 2026
This comparison is based on publicly available information about IFA Planet as of mid 2026, including its website, Terms and Conditions, and app store listings. Pricing and features may have changed since publication, and we encourage you to verify directly with IFA Planet. IFA Planet and FinVise Business Technologies are independent companies and this page is not affiliated with or endorsed by them. Rabbit Invest is a software platform for mutual fund distributors and is not an Investment Adviser under SEBI IA Regulations 2013. Mutual fund investments are subject to market risk, please read all scheme related documents carefully.