Built by a practitioner. Backed by a contract.
I'm Adarsh Sharma. I'm a Certified Financial Planner, and I work in a mutual fund distribution practice that serves more than a hundred client families.
For years I worked with back-office software I could not fully trust. Prices were quoted privately. Features I needed were sold as add-ons. Renewals arrived with increases and no warning. And I had never been asked to sign a contract that said what would happen to my investors' data, or how I could leave with it.
So I built my own system, and our practice runs on it every day: the posts that bring enquiries, the CRM that follows them up, NSE onboarding, RTA statements and the review meetings that keep clients. Once it worked, other firms asked to use it.
25 Carat Ventures offers the same platform to other firms, on the terms I wanted for myself. A published price. Every feature in every plan. A signed contract and data agreement before you hand over anything. And the right to leave, with your data, whenever you choose.
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
Proprietor, 25 Carat Ventures, Bareilly, Uttar Pradesh
What 25 Carat Ventures is, and is not
What we do
- Software for every stage of a distribution practice: content, leads, onboarding and back-office
- Zoho CRM builds and automation on your own accounts
- Operational setup, training and support
What we do not do
- Give investment advice or recommend schemes
- Make claims about returns, AUM growth or regulatory approval
- Contact your investors, or use your data for any distribution business
Our relationship with 25 Carat Wealth
25 Carat Wealth is an operating mutual fund distribution practice with which Adarsh is associated. It is a separate business, with its own registration, systems and data. 25 Carat Ventures does not use that registration to promote, sign or invoice its services, and never shares client-firm data with it.