25 Carat Ventures
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One system for the whole practice

A distribution practice runs in a loop. Content brings enquiries. Enquiries become conversations. Conversations become clients. Well-served clients stay, review, refer, and give you the next month's stories. We built a tool for each stage, and they share one record.

  1. Attract

    Content

    • Monthly posts drafted in your voice
    • Your registration line and cautions built in
    • Nothing goes out until you approve it
    AI Content Desk: pilot places open More on the AI Content Desk
  2. 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
    Live More on leads
  3. Convert

    Onboarding

    • KYC check and e-KYC links via NSE
    • Client code created automatically
    • First order and mandate, with consent on record
    Live More on onboarding
  4. Serve and retain

    Back-office

    • Family portfolios from your own RTA mailbacks
    • Reports ready for every review
    • Reviews and tasks tracked in the CRM
    Live More on the back-office
Reviews, referrals and the questions clients ask feed next month's content.

One record, from first enquiry to tenth review

Nothing is retyped between stages. The enquiry that came from a post is the same record that gets a KYC check, a client code, a portfolio and an annual review.

  1. A post is publishedApproved by you, from your own account
  2. An enquiry arrivesWith the consent the person gave, and when
  3. A meeting is bookedFollow-up tasks in your CRM pipeline
  4. The client is onboardedKYC, client code, first order, mandate
  5. The portfolio is servedRTA data, reports, reviews, renewals

Sample flow for illustration. Each firm decides its own suitability rules, approval steps and follow-up policy.

Start with one stage, or all four

Most firms begin where it hurts most: usually the back-office or the follow-up. Each stage works on its own and connects to the others when you are ready. Every stage comes in the delivery model you prefer: hosted by us, built in your own Zoho and Google accounts, or handed over to you outright.

Compare the delivery models

What we never do, at any stage

  • Recommend schemes, make return claims or give investment advice
  • Publish, send or place anything without your approval
  • Hold your email, mailback or exchange passwords
  • Contact your leads or investors, or use their data for anyone else

See the cycle on sample data

A 30-minute walkthrough from a published post to a client review, using an invented firm.

Book a walkthrough

See what is still being built

Live today, being built now, and on the list. No dates we cannot keep.

Read the roadmap