Using Rabbit Invest

Manage portfolios for multiple family members. Get a consolidated household view.

Browse, select, and execute purchase transactions for your clients in a few taps.

Step-by-step guide to initiating redemptions for any client from your dashboard.

Set up goals like retirement or education. Rabbit auto-adjusts for inflation.

Compare multiple funds against category peers and send insights to clients in one click.

Detailed performance insights at an individual, family, and business level.

Business-level insights across your entire client book.

SIP, lumpsum, goal, and retirement calculators built for distributor conversations.

One-click in-app and WhatsApp nudges to clients. Replace scattered follow-ups with timely, professional reminders.