Using Rabbit Invest

The platform checks KYC on its own, routes to CAMS Video KYC when it is pending, then takes you through tax status, basic details, income, bank details and submit. NSE emails the client an activation link and the account goes live.

Open the client profile, search and select funds, then set the amount, frequency and mandate details. Review the order summary and generate a secure payment link to finish.

Every bulk action now lives under one Actions button, on desktop and mobile. Tick the clients, tap Actions, then Create Family, Notify, Download or Report. On the Family tab, Actions gives you Edit Family so you can rename, add or remove members, or delete a family.

For investors. How to search the Explore page, pick a fund and complete an investment from the phone, without waiting for anyone.

For investors. What a client sees when you send a fund suggestion, and how fast they can act on it.