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Engage with clients better. Use these client communication templates on various subjects. You can create your own too.
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Date:
Client’s Name:
Client’s Address: (optional)
Client’s Contact No: (optional)
Subject:
Mail Body :
Sender’s Name:
Company Details
Company Name:
AMFI Registered?
Address Line1:
Address Line2:
Mobile No.:
Email Id:
I hope you are doing well. I am writing to you with some good news about your investment portfolio. Your mutual fund portfolio has grown to Rs.25 Lacs. This has been because of your regular investments and patience. I am sure the portfolio will continue to grow in size. I strongly suggest increasing SIPs. Apart from SIPs, if you have a provision to invest lumpsum money, let me know. Look forward to a long-term association that is mutually beneficial to both of us.
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