We supply the thinking.
The AI Content Desk drafts next month's social posts in your voice, with your registration line and cautions already 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.
For mutual fund distributors, advisers, planners and insurance advisors. Pilot open to the first 10 firms.
- Publish on
- Fri 14 Nov, 10:00
- Channel
- LinkedIn profile
- Topic
- Nominee details: when to check them
- Draft
-
A nominee form takes a few minutes to fill in. It is also one of the easiest things to forget once it's done.
Three moments when it is worth checking yours: after a marriage, after a child is born, and after a loss in the family.
If you are not sure who is named on your folios, ask us at your next review. We will go through it with you.
Sample Advisory Services | AMFI-registered Mutual Fund Distributor | ARN-000000
Mutual fund investments are subject to market risks, read all scheme related documents carefully. - Checks
- No flags
- Your decision
- Awaiting your approval
How it works
Most advisors already know what they want to tell their clients. The Desk turns that into a month of posts you can approve in one sitting.
One conversation
We talk once about your voice, your audience, the topics you want and the ones you never touch, and the registration line and cautions your posts must carry. That becomes your profile.
Drafts on the 25th
Eight, twelve or sixteen posts for next month land in your own Google Sheet. Anything that needs a second look is highlighted. A practising CFP reads every draft before release.
You approve
Edit, approve or drop each post. Your decision is recorded against every row, so you always know what was cleared and when.
Posts go out from your accounts
Approved posts publish from your own channels, through Zoho Social, your own Zoho Flow or Pabbly, or each platform's own scheduler.
What stays yours
- The Sheet lives in your Google account. We edit it through a dedicated account you share it with, and you can unshare it at any time.
- Your profile, your brief and your full posting history, even if you leave
- Your channels and your logins
- Your approvals, recorded post by post
- Your words: the same text is never given to two firms, and your brief is never reused for anyone else
Guardrails on every draft
- No scheme, fund, policy or product recommendations
- No return or performance claims, and no market calls
- No testimonials and no investor data, ever
- Your own registration line and cautions, taken from your profile
- You approve and publish every post. We never publish anything you have not approved.
About the AI
Drafts are prepared with Anthropic's Claude, on an account with Claude model training switched off, and then read by a person before release. We tell you this in writing before you start, and list the service in your Data Processing Agreement.
Publishing options
Most firms publish through Zoho Social, which we can supply at Zoho's list price, or which is included if you already use Zoho One. You can also use your own Zoho Flow or Pabbly account, or each platform's scheduler. If you prefer, we publish for you, only under a signed authority letter, with every access logged and disconnected within two business days if you leave.
Pricing
From ₹2,500 a month for eight posts. Annual plans are 12 months for the price of 10. One-time set-up ₹7,500, waived for back-office platform clients. GST extra.
Try it for a month
If the first month is not useful, ask within 30 days of your first drafts and we refund the set-up fee and the first month. One pilot per firm.
See all Content Desk pricesFounding offer
20% off the monthly fee for the first 10 firms, for 12 months from their first drafts.
Apply for a pilot placeA 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.