MFD Software India
The Best Mutual Fund
Distributor Software in India
Rabbit Invest is built exclusively for independent MFDs. Manage clients, execute transactions, track commissions and grow your practice — from one platform. Used by 100+ MFDs managing ₹1,000+ crore across India.
Why Indian MFDs Choose Rabbit Invest
India has over 1.5 lakh registered mutual fund distributors. Most of them still manage their practice with spreadsheets, WhatsApp messages and multiple AMC portals. Rabbit Invest changes that — giving every independent MFD the kind of digital infrastructure that was previously only available to large wealth management firms.
Independent distributors across Delhi, Gurugram, Agra, Faridabad and beyond use Rabbit Invest daily.
Investors track portfolios, complete KYC and receive guidance through the Rabbit Invest mobile app.
Combined AUM managed by Rabbit Invest distributors — and growing every month as more MFDs go digital.
What Rabbit Invest Gives MFDs
Complete CRM for MFDs
Manage your entire client base from one screen. Add clients and families, track their KYC status, view order history, set follow-up reminders and segment your book by AUM, risk profile or asset class. Rabbit Invest's CRM is designed for the way MFDs actually work — not adapted from a generic sales tool.
One-Click Transaction Execution
Execute SIPs, lumpsum purchases and redemptions directly from Rabbit Invest — integrated with BSE and NSE. No more logging into separate AMC portals or manually filling out transaction forms. Every order, every AMC, all from one place. MFDs report saving 2–3 hours per day on transaction admin alone.
Portfolio Analytics That Actually Helps
View individual client analytics or combined analytics across your entire book. See AUM by fund category, track XIRR performance, identify under-performers and spot rebalancing opportunities — all with clear visuals built for MFD conversations with clients, not just for data scientists.
Fund Research and Comparison
Compare mutual funds with detailed technical analysis including sector and stock-level views. Rabbit Invest's fund research tools give independent MFDs the same analytical depth that large brokerages have — so you can make confident, data-driven suggestions to clients rather than relying on AMC marketing material.
Commission Tracking and Revenue Visibility
Know exactly what you earn, from which clients and which funds. Rabbit Invest tracks commission insights and flags revenue leakage — a common problem for MFDs who manage large client bases without a systematic view of their income. No more end-of-month surprises on your trail income.
White-Label Client App
Every Rabbit Invest subscription includes a mobile app your clients can use to track their portfolio, complete KYC, invest in NFOs, use financial calculators and receive personalized reminders from you. The app is available on Android and iOS and keeps your clients engaged with their investments — reducing churn and increasing referrals.
Goal-Based Investing Tools
Create long-term wealth plans for clients with goal-based investing workflows. Rabbit Invest auto-adjusts for inflation when projecting corpus requirements, helping MFDs have more meaningful conversations with clients about financial goals — retirement, children's education, home purchase — and showing exactly how a SIP plan gets them there.
Rabbit Invest vs Other MFD Software
Most MFD software in India falls into two categories: expensive enterprise platforms built for large distributors, or basic tools that handle only transactions without any CRM or analytics. Rabbit Invest is built for the middle — the independent MFD who wants a complete, professional platform at a price that makes business sense.
| Feature | Rabbit Invest | Typical MFD Software |
|---|---|---|
| Built for independent MFDs | ✓ | Sometimes |
| CRM + Client Management | ✓ | Rarely |
| Direct BSE/NSE Transaction Execution | ✓ | Yes |
| Portfolio Analytics | ✓ | Basic only |
| Fund Research and Comparison | ✓ | Rarely |
| White-label Client App | ✓ Included | Extra cost |
| Starting Price | ₹9,999/yr | ₹15,000–₹50,000+/yr |
What MFDs Say About Rabbit Invest
"Rabbit's back office software helped me connect with my customers better. I especially love the Browse Funds feature — I can compare funds and share analysis with clients in seconds."
"With Rabbit, I don't worry about managing my business anymore. I focus on my clients. The interface is clean and the support team is always available on WhatsApp."
"Quick response to any issue. I've been a partner since the early days and have recommended Rabbit to many colleagues in the MFD community."
Start with Rabbit Invest Today
Your first month costs just ₹499. No contracts. No hidden fees. If Rabbit Invest doesn't transform how you run your practice, you've lost very little. If it does — and it will — you'll wonder how you ever managed without it.
Plans from ₹9,999/year · 100+ MFDs onboarded · ₹1,000+ Cr AUM
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