Request for wealth management status – Sample Email to Request for Wealth Management Status

Respected Sir/ Madam,

I am ___________ (name) and I am a resident of _________ (mention location). Respectfully, I consulted you on __/__/____ (date) for financial advice.

On the above-said date, we discussed about the wealth management advice that I needed and you requested for some time in order to proceed further. I write this email to request you to kindly provide me with an update regarding the same as I have not heard from you since that day itself.

I shall be highly obliged for your kind reply to 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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