Rabbit Invest offers a fully digital, AI‑powered platform tailored for India’s independent mutual fund distributors.
Funding
Funding not disclosed
Founders
Product
Problem
Independent mutual fund distributors in India spend excessive time on manual paperwork, fragmented CRM tools, and separate transaction platforms, which limits their ability to onboard clients quickly, track commissions accurately, and meet modern client expectations for instant, app‑based portfolio access.
Solution
Rabbit Invest provides a fully digital, AI‑enhanced SaaS platform that consolidates lead capture, KYC/UCC/FATCA compliance, risk profiling, fund discovery, SIP and lump‑sum execution, portfolio analytics, and commission tracking into a single interface. Distributors can complete end‑to‑end client onboarding in about two minutes, execute transactions directly through integrated BSE/NSE connections, and monitor business performance with real‑time dashboards. A white‑label mobile app gives each investor a branded experience for daily portfolio tracking, goal monitoring, and push notifications, reducing support calls and driving higher client retention. The platform’s analytics surface xIRR, fund‑wise holdings, and revenue leakage alerts, enabling distributors to scale their practice without additional staff.
Target Audience
Rabbit Invest targets independent mutual fund distributors (MFDs) in India, ranging from small solo practitioners to larger regional networks, who need an all‑in‑one digital solution to manage clients, execute transactions, and grow their business.
Features
- Integrated KYC, UCC and FATCA workflow that completes client onboarding in under two minutes
- SEBI‑compliant risk profiling questionnaire with full behavioral and capacity modeling
- One‑click fund selection, SIP setup, and redemption execution on a unified screen, eliminating external WhatsApp or AMC portals
- Real‑time portfolio tracking and goal‑based investing in a branded iOS/Android client app
- Comprehensive commission and revenue analytics with leakage detection and exportable reports
- White‑label branding, partner/sub‑broker management, and dedicated support lead
- Insurance policy tracking with renewal reminders and premium management
- Deep analytics including folio‑level xIRR, valuation, tax, and SIP reports accessible in a single dashboard