Fair price. Signed promises. Free to leave.
Published prices for the back-office platform and the AI Content Desk. Builds for the other stages are quoted in writing before you commit.
Back-office platform
One annual price by mutual fund AUM. Every feature, every user, onboarding, data migration and training included. No setup fee.
Founding price for the first 25 firms. Your founding price is locked for 24 months from the date your data goes live. The offer closes on 31 March 2027 or when 25 firms have joined, whichever comes first. In return we ask for structured feedback during your first months and, only with your written consent, a factual case study.
| Mutual fund AUM | List price a year | Founding price a year | You save |
|---|---|---|---|
| Up to ₹10 Cr | ₹5,000 | ₹4,000 | |
| ₹10 Cr to ₹25 Cr | ₹10,000 | ₹6,000 | |
| ₹25 Cr to ₹50 Cr | ₹15,000 | ₹9,000 | |
| ₹50 Cr to ₹100 Cr | ₹20,000 | ₹12,000 | |
| ₹100 Cr to ₹250 Cr | ₹25,000 | ₹15,000 | |
| ₹250 Cr to ₹500 Cr | ₹35,000 | ₹21,000 | |
| Above ₹500 Cr | ₹50,000 | ₹30,000 |
Your slab is set from the mutual fund assets under your ARN or RIA registration, as your workspace calculates them from RTA data on the day your data goes live. It is reviewed only at renewal.
Included in every plan
- Every feature of the platform, with modules switched on or off to suit you at no cost
- Unlimited users from your firm at the same price
- Onboarding, data migration and team training
- Your own isolated workspace and access log
- Signed Master Service Agreement, Data Processing Agreement and Client Charter
- Support from a named person accountable for your account, within published service levels
- Data export at any time, and certified deletion when you leave
Quoted separately
- New development you ask for, quoted in writing and started only after you approve it
- Built-for-you and Owned projects on your own Zoho and Google accounts, priced by scope
- Third-party costs you choose to add, such as Zoho licences or SMS and WhatsApp credits, shown as separate lines at cost
We do not offer a free tier or a free trial. The money-back guarantee lets you test the platform on your own live data instead of a demo.
Two more ways to save on the back-office
Each applies to your first term only. A firm receives whichever of the two is greater; they do not combine.
Live demo bonus
Attend a live webinar or walkthrough and sign within 7 days: your first term runs 14 months for the price of 12. Renewals run for 12 months.
Switch offer
Moving from another back-office? Migration is free, and we credit the unexpired months of your current subscription, up to 6 months.
The terms behind the back-office price
30-day money-back
The 30 days start on the day your data is live, not the day you pay. If the platform is not right for you, ask for a refund within that period. We return the full fee with a GST credit note, return your data to you, and certify its deletion in writing. Any bonus months lapse. One refund per firm.
Fair Renewal Promise
Your price changes for only two reasons. First, your firm moves to a different slab, which applies at renewal and works both ways. Second, we revise the published list price: by no more than 10% at a time, no more than once in any 12 months, with 60 days' written notice, and never mid-term.
Founding price lock
Founding firms keep their founding price for 24 months from the date their data goes live, subject only to a change of slab.
Billing
Annual, in advance. Your term starts on the date your data goes live, and the invoice states the service period. GST is charged at the applicable rate. Invoices are issued by 25 Carat Ventures. Your firm may deduct TDS where the law requires; we track your certificates.
Leaving
There is no exit fee and no notice-period penalty. Export everything in standard formats, and we certify deletion in writing.
AI Content Desk
Next month's social posts, drafted in your voice and approved by you. Monthly, or annual in advance at 12 months for the price of 10. How the AI Content Desk works
Founding offer: 20% off the monthly list price for the first 10 firms, for 12 months from the date of your first drafts. After 12 months the monthly list price applies.
| Plan | Posts a month | List price a month | Founding price a month | Annual in advance 12 for 10 |
|---|---|---|---|---|
| Desk 8 | 8 | ₹2,000 | ₹25,000 | |
| Desk 12 | 12 | ₹2,800 | ₹35,000 | |
| Desk 16 | 16 | ₹3,600 | ₹45,000 |
One-time set-up
₹7,500, for the profile conversation and your Content Desk Sheet. Waived for back-office platform clients.
First-month pilot
If the Desk 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.
Zoho Social
Billed at Zoho's list price: see Zoho Social pricing. Included if you use Zoho One. You can also publish through your own Zoho Flow or Pabbly, or each platform's scheduler, at no charge from us.
Hosted publishing
If you would rather we publish your approved posts, the price is the same, under a signed authority letter with every access logged.
GST
Charged extra at the applicable rate on every fee above.
Builds for the other stages
Content Engine, lead capture and CRM builds in your own Zoho account. Built-for-you and Owned work is priced by scope and quoted in writing before you commit. Third-party licences are shown as separate lines at cost.
| Stage | What you get | How it is priced |
|---|---|---|
| 1. Content | Content Engine built in your own Zoho account | Build fee plus annual maintenance, quoted in writing |
| 2. Leads | Consent-based lead capture, pipeline, tasks and Practice Desk dashboard in your Zoho CRM | Build fee plus annual maintenance, quoted in writing |
| 3. Onboarding | NSE MF Invest workflows in your Zoho CRM | Included in the hosted back-office; quoted with a CRM build |
| 4. Back-office | Hosted back-office platform | Published slabs above |
Questions about pricing
Why do you publish prices when other vendors quote privately?
Because every firm of the same size should pay the same. A published price also lets you budget for renewal before anyone calls you.
Why is there no setup fee on the back-office?
Onboarding is part of the job of getting your data live, and the money-back period only starts once it is. Charging for it separately would make the guarantee less meaningful.
Free back-office options exist. Why pay?
Running a back-office has real costs. If you are not paying for it, someone else is, and it is fair to ask what they get in return. We charge a small published fee and sign that your data and your investors stay yours. A useful test for any provider, free or paid: ask them to sign a Data Processing Agreement and a non-solicitation undertaking.
What happens if my AUM changes mid-year?
Nothing changes until renewal. At renewal, your price moves to the slab that matches your AUM on that date, up or down. Market movements alone never change your price mid-term.
Why price by AUM and not by number of users or features?
AUM is a figure every firm already knows, and the platform calculates it from your own RTA data, so there is nothing to declare or dispute. You can add your whole team, and switch on every feature, without changing your price.
Can I start on the founding price and later move to Built-for-you or Owned?
Yes. We set out the price, support and responsibilities of each option in writing before you switch, and your data moves with you.
Why does the AI Content Desk have a set-up fee?
Your profile conversation and Sheet take real work before the first draft is written. The fee is refunded if you take the pilot refund, and waived if you use our back-office platform.
Apply for a founding place
Tell us your firm type and approximate AUM. We reply within one business day with a walkthrough on sample data.
Apply nowRead what you would sign
The twelve commitments attached to every agreement as Schedule C.
Read the Client Charter