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OFA vs Rabbit Invest

OFA vs Rabbit Invest: full feature and pricing comparison for MFDs

Comparison

Rabbit Invest vs OFA

See how Rabbit Invest compares on the features that matter most to modern MFDs.

OFA
Rabbit Invest
Exchange integration
NSE integration
BSE integration
Paperless UCC / IIN creation
Asset coverage
Mutual Funds
Insurance
Multi-ARN support
Supports multiple ARNs under one account
Onboarding and KYC
Digital KYC
Automatic KYC status check against KRA/RTA
E-mandate creation
only on BSE
Commission and brokerage
Commission / brokerage tracking
GST and compliance reporting
Automatic commission split across team
Client app and white-labeling
Client mobile app, iOS and Android
separate apps for MFD and client
White-label client app
Android only
iPhone and Android
Client self-service transactions
charges extra
App Notifications
Client communication
WhatsApp-based client communication
Branded marketing content library
Complete Creatives
Reminders and greetings
Bulk notifications for clients
Fund Suggestion for Customers
Reports
Portfolio valuation report
Family-level portfolio reports
Statement of accounts
Capital gains report
Goal-based planning with inflation logic
basic goal tracking
Concentration / sector overlap risk report
Commission analytics report
Tools and CRM
CRM
One Click Purchase
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 white-label client app on both iPhone and Android, not Android only
  • Anyone who wants automatic commission splitting and GST-ready reporting built in, not bolted on
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. KYC status checks and commission splitting run automatically, work that would otherwise eat into your week.
  • Reach clients where they already are. WhatsApp communication and app notifications keep reminders visible, instead of getting buried in an inbox.
  • Look the same on every client's phone. Your white-label app runs properly on both iPhone and Android, so brand experience doesn't depend on what device your client owns.
  • Spot opportunities your clients haven't told you about. An external holdings analyser and fund suggestions surface what's worth a follow-up call.
  • Stay audit-ready without extra effort. GST and compliance reporting comes built in, not as a separate spreadsheet you maintain yourself.

Own your growth.
See it on your own client list.

No pressure, no long pitch. Just a walkthrough with your actual data.

Chat on WhatsApp →

Sources

  1. fiinfra.in, OFA homepage and Features pages, June 2026
  2. OFA Fiinfra, YouTube channel (youtube.com/@OFAFiinfra), product and feature videos
  3. Google Play Store, "OFA Partner" app listing, June 2026
  4. Apple App Store, "OFA Partner" app listing, June 2026
  5. AppBrain, "OFA Client" app listing, February 2026
  6. LinkedIn, OFA FIINFRA company page
  7. rabbitinvest.com/pricing and Rabbit Invest product documentation, June 2026
This comparison is based on publicly available information about OFA as of mid 2026, including its website, app store listings, and product documentation. Pricing and features may have changed since publication, and we encourage you to verify directly with OFA. OFA and FIINFRA are independent companies and this page is not affiliated with or endorsed by them. Rabbit Invest is a Mutual Fund Distributor (AMFI registered), not an Investment Adviser under SEBI IA Regulations 2013. Mutual fund investments are subject to market risk, please read all scheme related documents carefully.