I hope you are doing well. 

I have reviewed your investment portfolio. Please see a brief report on the same.

Review Date: xx/xx/xxxx
Current Portfolio Value: Rs.xx,xx,xxx/-
Unrealized Gains: Rs.xx,xx,xxx/-
Running SIP: Rs.xx,xxx/-

The portfolio is doing fine and I propose no action as of now. 

I strongly suggest considering increasing SIP. SIPs provide the benefit of rupee cost averaging, reduce volatility, and enhance returns in the long term. 

If you have any queries, feel free to connect with me. 

Thank you for your trust in us.