Mutual Fund Software India

Rabbit Invest is the Best
Mutual Fund Software
for MFDs in India

The mutual fund distribution landscape in India is rapidly evolving. Distributors are expected to go beyond traditional practices — offering personalised guidance, digital access, and seamless investing experiences. Rabbit Invest is built for exactly this.

India has over 1.5 lakh registered mutual fund distributors. Most 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.

A Complete Toolkit for Every Stage of the Distributor Workflow

Rabbit Invest offers a comprehensive platform covering every stage of a mutual fund distributor's workflow — from the moment a new client is acquired to long-term portfolio management and commission reconciliation.

From digital KYC uploads to automated document validation, Rabbit Invest simplifies client onboarding. MFDs report cutting onboarding time from days to under two minutes using the platform's NSE-powered digital KYC flow.

Data-Backed Fund Guidance Aligned with Client Goals

Rabbit Invest's system continuously evaluates and surfaces the right mutual funds based on changing market conditions, a client's evolving financial needs, and their risk profile. Distributors can compare funds with detailed breakdowns, fund dips, and risk-profile-based rebalancing opportunities — helping them stay one step ahead.

The platform prioritises personalisation and gives distributors the simplest way to build their business.

Commission Tracking Without the Friction

For many distributors, commission tracking is one of the most time-consuming parts of running their practice. Rabbit Invest eliminates this friction by helping you track all your business in one place.

Track your earnings, understand commissions across AMC agreements, and generate tax-ready reports. Monthly summaries categorise earnings into SIPs, lump sums, and upfront commissions. The interface is clean, downloadable, and designed for end-of-month reconciliation. With Rabbit Invest, distributors no longer waste time managing revenue.

Digital Wealth Management as a Core Offering

Rabbit Invest goes beyond transactional functionality by offering an intuitive digital wealth management suite. Distributors can access portfolio analytics to fine-tune client conversations based on fund performance, portfolio XIRR, and market trends.

Clients enjoy a mobile-friendly app where they can view investments, simulate future returns, and use planning tools to track goals. In-app and WhatsApp notifications keep clients engaged and informed. With Rabbit Invest, digital wealth management is not just a feature — it is a core offering that adds real value to your mutual fund distribution business.

Why Rabbit Invest is Different

Unlike generic platforms adapted from larger wealth management tools, Rabbit Invest is designed from the ground up for independent mutual fund distributors in India. It combines CRM, transaction execution, portfolio analytics, fund research, commission tracking, and a client-facing mobile app into a single affordable subscription.

Pricing Built for Independent MFDs

Rabbit Invest is priced specifically for independent mutual fund distributors — not large brokerages or banks. Introductory offer plans start at ₹9,999 per year. No contracts, no hidden fees, no per-transaction charges. Lock in at today's price for 1 or 3 years — rates are subject to change.

Growth and Scale plans are available for distributors managing larger client bases, with advanced analytics and priority support included.

For the price-to-feature ratio, Rabbit Invest is the most complete and affordable MFD software available in India today. MFDs report saving 2–3 hours per day on transaction admin alone — time they can now spend growing their practice and serving clients better.