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Using Rabbit Invest

Step-by-step guides to unlock the full power of your platform.

Guide 01
Create, Edit & Manage Family
Manage portfolios for multiple family members. Get a consolidated household view.
Guide 02
Initiate Purchase
Browse, select, and execute purchase transactions for your clients in a few taps.
Guide 03
Redeem Investments
Step-by-step guide to initiating redemptions for any client from your dashboard.
Guide 04
Goal-Based Investing
Set up goals like retirement or education. Rabbit auto-adjusts for inflation.
Guide 05
Fund Comparison & Technical Analysis
Compare multiple funds against category peers and send insights to clients in one click.
Guide 06
Individual Analytics
Detailed performance insights at an individual, family, and business level.
Guide 07
Combined Analytics
Business-level insights across your entire client book.
Guide 08
Advanced Calculators
SIP, lumpsum, goal, and retirement calculators built for distributor conversations.
Guide 09
Send Reminders & Notifications
One-click in-app and WhatsApp nudges to clients. Replace scattered follow-ups with timely, professional reminders.

Need hands-on help? Your RM is one message away.

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