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Subject: Agenda for the meeting

Hi,

I hope you are doing well.

Please see below the agenda for our meeting scheduled on xx/yy/zz, 

- Review of mutual fund portfolio
- Review of other investments/insurances
- Discussion on increasing SIPs
- Nomination, KYC and other requirements
- Any other item as per you

I look forward to a fruitful meeting with you.

Thank You

AMFI-Registered Mutual Fund Distributor

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Client Letter Templates

Customise this Template (Client Agenda)