Rabbit Invest

Name

Rabbit Invest

Legal name

Rabbit Invest

Website

https://rabbitinvest.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Mutual Fund Distribution Software

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)

Keywords

• Mutual fund distribution software
• MFD SaaS platform
• Digital KYC onboarding
• AUM tracking dashboard
• Insurance policy tracking

Headquarters

HQ city

Delhi

HQ country

India

HQ region

Asia

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Infrastructure, Marketing or Sales

Revenue model

1. SaaS Subscription: Monthly/annual subscription model for the MFD software platform with pricing starting at ₹499

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Rabbit Invest sells a cloud-based, AI-powered SaaS platform that enables India's independent mutual fund distributors to run their entire business digitally. The platform provides client onboarding with KYC, portfolio and AUM tracking, SIP inflow monitoring, commission tracking across multiple AMCs, and insurance policy tracking, accessed through separate distributor and customer dashboards with subscription pricing starting at ₹499.

Product overview

Rabbit Invest is a unified, AI-powered platform for India's independent mutual fund distributors. The core offering consists of the main Rabbit Invest platform, supported by two dashboards: a Distributor Dashboard for MFD partners to manage clients and track ₹1,500+ Cr AUM across 110+ distributors, and a Customer Dashboard for end-clients to track their portfolios. Key modules include Insurance Tracking (new feature), KYC Processing (2-minute client onboarding), and portfolio management capabilities. Pricing starts at ₹499.

Differentiator

Problem solved

Functional benefit

Products and services

• Distributor Dashboard Partner-facing SaaS dashboard that lets independent mutual fund distributors manage clients, track AUM of ₹1,500+ Cr across 110+ distributors, monitor monthly SIP inflows, and process commissions across multiple AMCs.
• Customer Dashboard Client-facing web portal enabling end investors to track their mutual fund investment portfolios, view holdings, and monitor financial progress through their MFD's Rabbit Invest account.
• Insurance Tracking Insurance policy tracking module that helps MFDs and their clients consolidate and monitor every insurance policy within a single dashboard.

Quantifiable outcome

• Client onboarded in 2 minutes
• +2 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Scale indicators6 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• ETMONEY: ETMONEY is an Indian mutual fund and financial product platform with portfolio tracking, goal-based planning, and distributor-style tools — comparable to Rabbit Invest's MF distribution and client management workflows.
• INDmoney: INDmoney is an Indian super-app for mutual funds, stocks, and personal finance with portfolio tracking and advisory features, competing in the same digital wealth platform category as Rabbit Invest.
• Kuvera: Kuvera is an Indian direct mutual-fund investment platform serving individual investors and distributors with multi-AMC aggregation, portfolio tracking, and advisory tools — directly comparable to Rabbit Invest's MF distribution and tracking workflows.
• Value Research: Value Research is a long-standing Indian mutual fund research and tracking platform — comparable to Rabbit Invest in providing MF analytics, portfolio tracking, and distributor/investor tooling.
• FundsIndia: FundsIndia is an Indian mutual fund distribution and wealth management platform serving individual investors and distributors with multi-AMC aggregation and advisory tools — closely comparable to Rabbit Invest.
• NJ Wealth: NJ Wealth is one of India's largest mutual fund distributor networks with digital tools for MFDs and clients, directly competing with Rabbit Invest's target segment of independent mutual fund distributors.

Broad incumbents

• Groww: Groww is one of India's largest retail investing platforms spanning mutual funds, stocks, and ETFs with portfolio tracking — a broader incumbent competing for the same end-investor workflows that Rabbit Invest's distributor platform serves.
• Zerodha (Coin): Zerodha's Coin product is a direct mutual fund platform with portfolio tracking and advisory tools from India's largest stockbroker, representing a scaled incumbent in the same digital MF distribution space.

Emerging players

• Smallcase: Smallcase is an Indian thematic investing and portfolio platform with advisor and distributor tools, representing an emerging player in adjacent wealth-tech workflows to Rabbit Invest.
• WealthDesk: WealthDesk is an Indian B2B wealth-tech platform offering portfolio management and advisory tools to distributors and advisors — directly comparable to Rabbit Invest's distributor-facing SaaS model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rabbit Invest