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Your data. Your terms. In writing.

Twelve commitments we make to every firm that uses our platform, before you sign and for as long as you stay. Each one is attached to your agreement as Schedule C, so it is a contractual promise.

  1. Published price

    The price on our website is the price you pay. Every firm of the same size pays the same. No private quotes and no negotiation games.

  2. You pay for size, not features

    Every feature is included in every plan. There is no add-on menu and no per-user fee, so you can add your whole team at the same price.

  3. Your interface, your way

    Switch on only the modules you want and hide the rest, at no extra cost. Anything that needs new development is quoted in writing, and you approve it before work starts.

  4. No setup fee on the back-office platform

    There is no setup fee on the back-office platform. Onboarding, data migration and team training are included in your subscription.

  5. Everything in writing

    Before we access any of your data, you receive a signed Master Service Agreement and a Data Processing Agreement under Indian law, including the Digital Personal Data Protection Act, 2023.

  6. 30-day money-back

    Counted from the day your data is live, not the day you pay. If the platform is not right for you, you get a full refund, your data back and a deletion certificate.

  7. Fair Renewal Promise

    Your price changes for only two reasons: your firm moves to a different size slab, or we revise our published list price. Slab changes apply at renewal and work both ways, so if your book shrinks, your price comes down. A list-price revision for existing clients is capped at 10% at a time, made no more than once in any 12 months, with 60 days' written notice. Never mid-term.

  8. Free exit

    Export all your data at any time, in standard formats, at no charge. When you leave, we delete it and certify the deletion in writing. No exit fee and no notice-period penalty.

  9. Your mailbox, your passwords

    RTA statements are processed inside a mailbox you own. We never ask for, hold or store your email, mailback or exchange passwords.

  10. Your investors are yours

    25 Carat Ventures is related to an operating distribution practice, 25 Carat Wealth, and we say so openly. We give a signed undertaking that we will never contact your investors or use your data, client lists or leads for any distribution business. Your data is isolated, every access by us is logged, and the log is yours to review.

  11. Know who touches your data

    Our sub-processors and hosting location are listed in your agreement. We tell you in advance before adding a new one.

  12. Practitioner support

    Support comes from people who run distribution operations every day, within the response times in our service levels, with a named person accountable for your account.

Why this is binding

This Charter is Schedule C to your Master Service Agreement. If we fall short on any commitment, you have a contractual remedy, not just our word. Where the Charter and the signed agreement differ, the signed agreement prevails.

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See the price behind the promises

Published slabs, the founding offer and the money-back terms.

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Client Charter v1.3, 26 October 2026.