Request for Financial Planning Portfolio – Sample Email to Request for Financial

To   : ____________ (Enter Receiver's Email Address)
Cc   : ____________ (Enter Carbon Copy Receiver's Email Address)
Bcc : ____________ (Blind Carbon Copy Receiver's Email Address)

Subject: Request for financial portfolio management

Respected Sir/ Madam,

I am ___________ (name) and I am a resident of _________ (mention location).

I write this email to bring to your notice that I am willing to get financial advice from you for the portfolio management that I have been managing for the last ________ (mention duration). Through this email, I would request you to kindly provide me with the information regarding the slots available to discuss the opportunities.

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]
____________ (Signature)
____________ (Name),
____________ (Contact details)

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