Request for Investment Advice – Sample Email to Request for Investment Advice from Advisor

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 investment advice

Respected Sir/ Madam,

I am ________ (name) and I am the owner/ founder of _________ (mention – if applicable).

I got to know about the investment advisory services that are provided by your company. It is to inform you that I am interested in availing the said service as I am willing to invest ________ (mention amount) and I request you to kindly help me by providing me with your availability so that I can be present for further discussions.

In this regard, for any query, please contact me at _______ (mention contact number).

[Digital Signature – if applicable]
____________ (Signature)
____________ (Name),
____________ (Contact details)

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