Respected Sir/ Madam,
I am ___________ (name) and I am a resident of _________ (mention location). I am currently taking the financial advices from you for the last _________ (mention duration) and my ID is _________ (mention ID).
Through this email, I would like to inform you that I am willing to have a one-on-one session in order to discuss the performance of the financial advice taken. It is to request you to kindly share your availability.
I shall be highly obliged for your kind reply at my email address alternately, you may contact me at __________ (mention your contact number).
[Digital Signature – if applicable]
____________ (Contact details)