Rabbit Invest provides software that helps mutual fund distributors grow client engagement through goal-based investing. Core tech includes a Dynamic Investment Recommendation System with AI-supported analytics, CAS-based portfolio mapping, fund finder tools, and multilingual client apps. The cloud platform covers lead management, client onboarding, portfolio management, and a real-time commission dashboard for distributors. It is a B2B SaaS designed for India's mutual fund distributors to improve efficiency and client experience. The service aims to scale across Bharat, enabling distributors to compete with larger platforms.
Rabbit Invest provides software that helps mutual fund distributors grow client engagement through goal-based investing. Core tech includes a Dynamic Investment Recommendation System with AI-supported analytics, CAS-based portfolio mapping, fund finder tools, and multilingual client apps. The cloud platform covers lead management, client onboarding, portfolio management, and a real-time commission dashboard for distributors. It is a B2B SaaS designed for India's mutual fund distributors to improve efficiency and client experience. The service aims to scale across Bharat, enabling distributors to compete with larger platforms.