Request for Wealth Management Portfolio – Sample Email to Request Wealth Manager Portfolio

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 a wealth management portfolio

Respected Sir/ Madam,

Most courteously, this is to most humbly inform you that I am ________ (name) and I have got to know about the services being provided by your company from the __________ (advertisement/ newspaper/ any other). I am writing this email in order to bring to your notice that I am willing to take the wealth management portfolio advice from your company for _________ (myself/ my known/ any other).

This is to most humbly inform you that I request you to kindly give me a slot as per your availability so that we will be able to discuss the same.

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

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