Partners - Rabbit Invest

INVEDGE CONSULTANTS PRIVATE LIMITED

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.