Partners - Rabbit Invest
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Downloads
Everyone
info
About this app
Rabbit Invest Partners App is the all-in-one platform for mutual fund distributors.
Seamlessly onboard clients, manage portfolios, and grow your business—all from a single app.
Key Features
Client Onboarding: One-step digital KYC, NSE NMF integration (BSE Star coming soon).
Risk Profiling & Suggestions: Simple quiz to assess risk and generate tailored fund lists.
Goal-Based Investing: Create and track personalized investment plans, adjusted for inflation.
Fund Discovery & Comparison: Browse and compare funds by performance, NAV trends, manager info, and category exposure.
Purchase & Transactions: Multi-fund purchase flow, auto-mapping to ARN, instant order sync.
Portfolio Analytics: Visualize client portfolios, track sector allocation, stock exposure, and generate smart reports.
Client Engagement Tools: Send reminders and notifications via app or WhatsApp, edit templates, nudge clients from your dashboard.
Partner & Business Management: Manage sub-partners, commissions, payouts, and track business summary (AUM, revenue, SIPs, redemptions).
Essential Tools: Quick links to calculators, CAMS, KFin, KYC services, and note-taking.
Why Rabbit Invest?
Simplifies client management and lead handling.
Helps distributors compete with larger players through smart tech.
Multilingual support (English & Hindi).
White-labelling option available for ARNs with AUM under ₹1 Cr.
👉 Manage clients. Track commissions. Grow your mutual fund business with Rabbit Invest.
Seamlessly onboard clients, manage portfolios, and grow your business—all from a single app.
Key Features
Client Onboarding: One-step digital KYC, NSE NMF integration (BSE Star coming soon).
Risk Profiling & Suggestions: Simple quiz to assess risk and generate tailored fund lists.
Goal-Based Investing: Create and track personalized investment plans, adjusted for inflation.
Fund Discovery & Comparison: Browse and compare funds by performance, NAV trends, manager info, and category exposure.
Purchase & Transactions: Multi-fund purchase flow, auto-mapping to ARN, instant order sync.
Portfolio Analytics: Visualize client portfolios, track sector allocation, stock exposure, and generate smart reports.
Client Engagement Tools: Send reminders and notifications via app or WhatsApp, edit templates, nudge clients from your dashboard.
Partner & Business Management: Manage sub-partners, commissions, payouts, and track business summary (AUM, revenue, SIPs, redemptions).
Essential Tools: Quick links to calculators, CAMS, KFin, KYC services, and note-taking.
Why Rabbit Invest?
Simplifies client management and lead handling.
Helps distributors compete with larger players through smart tech.
Multilingual support (English & Hindi).
White-labelling option available for ARNs with AUM under ₹1 Cr.
👉 Manage clients. Track commissions. Grow your mutual fund business with Rabbit Invest.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info
Data is encrypted in transit
You can request that data be deleted
What’s new
Bug fixes & Improvements.
App support
phone
Phone number
+919910189434
About the developer
INVEDGE ASSETS PRIVATE LIMITED
saksham.malik@rrabbit.io
68/2 Janpath, Janpath
New Delhi, Delhi 110001
India
+91 99101 89434
