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Pre-migrated client data. Home dashboard shows active SIPs, lumpsum registrations, business trends, and SIP alerts.

Bulk app push notifications. Pre-built WhatsApp templates to nudge clients on SIP balances, due dates, and new opportunities.

Built-in CRM. Add leads, filter your client list, trigger WhatsApp messages, toggle between individual and family portfolio views.

All client data from NSE, BSE, CAMS, and KFintech in one profile. Manage eKYC, UCC, FATCA. Set inflation-adjusted goals. Clients interact from the investor app.

Risk-profile-based or manual fund suggestions sent directly to clients. Clients can start an SIP, select folio, choose mandate, and pay — fully self-served.

Purchases, redemptions, SIP registrations, SWPs, STPs inside Rabbit Invest. OTP-based assisted orders and downloadable offline purchase forms.

Holdings, folios, SIP status, and order history per client. Concentration Risk Report identifies sector and stock overlap. Share charts directly from mobile.

Track AUM, net inflows, redemptions, and dormant clients. Commission Insights breaks down trail commissions by AMC, fund, and client.

Historical NAV, sector allocation, stock holdings. Compare two funds and export as PDF. Watchlist and Cart to send bulk suggestions to multiple clients at once.

SIP/lumpsum calculators with PDF export. CAS Analyzer to surface holdings outside your ARN. Role-based team access and quick links to CAMS, KFintech, KRA.

Investors track portfolio, manage SIPs, redeem, switch, generate reports, and explore funds independently. One-tap call or WhatsApp access to their distributor.