Your data. Your terms. In writing.
Practice software for mutual fund distributors and advisory firms, from the post that brings an enquiry to the review that keeps a client. Built by a practising CFP who runs his own practice on it. Published prices, a signed contract and data agreement, and the right to leave with your data at any time.
Founding price open to the first 25 firms. Full refund within 30 days of the day your data goes live.
- Published price
- Pay for size, not features
- Your interface, your way
- No back-office setup fee
- Everything in writing
- 30-day money-back
- Fair Renewal Promise
- Free exit, certified deletion
- Your mailbox, your passwords
- Your investors are yours
- Know who touches your data
- A named person accountable
Every stage of a distribution practice, on one record
Content brings enquiries. Enquiries become clients. Clients stay, review and refer. We built a tool for each stage, and you can start with any one of them.
-
Attract
Content
- Monthly posts drafted in your voice
- Your registration line and cautions built in
- Nothing goes out until you approve it
-
Capture and nurture
Leads
- Website forms straight into your CRM
- Consent recorded, boxes never pre-ticked
- Every lead has a next step and a date
-
Convert
Onboarding
- KYC check and e-KYC links via NSE
- Client code created automatically
- First order and mandate, with consent on record
-
Serve and retain
Back-office
- Family portfolios from your own RTA mailbacks
- Reports ready for every review
- Reviews and tasks tracked in the CRM
We supply the thinking.
The AI Content Desk drafts next month's posts in your voice, with your registration line and cautions in place. They arrive on the 25th in a Google Sheet you own. You approve every post, and it goes out from your own accounts.
- No product recommendations, return claims, market calls or investor data
- Read by a practising CFP before it reaches you
- Nothing published without your approval
- Your Sheet, channels and history stay yours if you leave
Most software asks for your trust. We sign for it.
Before we see a single record, you receive a Master Service Agreement and a Data Processing Agreement under Indian law, including the Digital Personal Data Protection Act, 2023. Twelve commitments sit in the contract as Schedule C, so each one carries a remedy.
A price you can read before you call
Every firm of your size pays the same published price. No private quotes and no negotiation.
No add-on menu
Every feature is in every plan, with no per-user fees. Add your whole team at the same price.
If your book shrinks, so does your bill
Your price follows your size slab at renewal, in both directions. List-price revisions are capped, notified 60 days ahead and never applied mid-term.
Free to leave
Export all your data at any time at no charge. When you leave, we delete it and certify the deletion in writing.
Fair price. Signed promises. Free to leave.
One annual price based on the size of your mutual fund book. Onboarding, migration and training are included. There is no setup fee.
| Mutual fund AUM | List price | Founding price |
|---|---|---|
| Up to ₹10 Cr | ₹5,000 | |
| ₹10 Cr to ₹25 Cr | ₹10,000 | |
| ₹25 Cr to ₹50 Cr | ₹15,000 | |
| ₹50 Cr to ₹100 Cr | ₹20,000 | |
| ₹100 Cr to ₹250 Cr | ₹25,000 | |
| ₹250 Cr to ₹500 Cr | ₹35,000 | |
| Above ₹500 Cr | ₹50,000 |
Back-office pricing shown. CRM, onboarding and content builds on your own accounts are quoted in writing; the AI Content Desk starts at ₹2,500 a month.
Full pricing, offers, money-back terms and the Fair Renewal Promise
Choose how much you own
Some firms want us to run everything. Others want the keys. Every proposal sets out these four options, with the price, support and responsibility of each in writing.
- Available
Hosted
Your workspace on our platform, run and backed up by us.
Support under our standard service levels - Available
Built for you
We build on your own Zoho and Google accounts and maintain it under an annual contract.
Priority support, including WhatsApp - Available
Owned
A full handover of the build, documentation and admin rights. It is yours outright.
Optional paid support and updates - Later
Do it yourself
A course that teaches you to build it on Zoho. It opens once we have completed ten implementations.
Community Q&A and paid help sessions
Built by a practitioner. Backed by a contract.
I'm a CFP and I run a distribution practice myself. I built my own back-office because I wanted things I couldn't get: published pricing, all features included, a signed contract and a data agreement, and the right to leave anytime with my data.
Now I offer the same platform to other firms, on the same terms. If it doesn't work for you in the first 30 days after your data goes live, you get your money back.
Adarsh Sharma, CFP® | Licentiate (III) | PFRDA Registered Retirement Adviser
A disclosure before you go further
25 Carat Ventures is related to 25 Carat Wealth, an operating mutual fund distribution practice. We say so up front because you are trusting us with your investors' data. Every client receives a signed undertaking that we will never contact your investors or use your data, client lists or leads for any distribution business, and every access we make to your data is logged for you to review.
Before you renew, ask 12 questions
A five-minute checklist to see how your current back-office vendor measures up. Your answers stay in your browser.
Take the vendor checklistTalk to Adarsh
Ask a question, see a walkthrough on sample data, or apply for a founding place.
Get in touch