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    Respected Ma

    Uploaded by

    Údita Sh
    The email summarizes 3 meetings held by a wealth manager on September 8th, 2023 discussing investments with 3 clients - Soni denied, Khushi said she would get back after discussing with her family, and Asha agreed to purchase 1 crore of mutual funds.

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    Respected Ma

    Uploaded by

    Údita Sh
    9 views1 page
    The email summarizes 3 meetings held by a wealth manager on September 8th, 2023 discussing investments with 3 clients - Soni denied, Khushi said she would get back after discussing with her family, and Asha agreed to purchase 1 crore of mutual funds.

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    The email summarizes 3 meetings held by a wealth manager on September 8th, 2023 discussing investments with 3 clients - Soni denied, Khushi said she would get back after discussing with her family, and Asha agreed to purchase 1 crore of mutual funds.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    9 views1 page

    Respected Ma

    Uploaded by

    Údita Sh
    The email summarizes 3 meetings held by a wealth manager on September 8th, 2023 discussing investments with 3 clients - Soni denied, Khushi said she would get back after discussing with her family, and Asha agreed to purchase 1 crore of mutual funds.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    Respected Ma’am

    I hope this e-mail finds you well. I am writing this


    mail to provide you information regarding 3
    meetings held today. The meeting held on 08
    September 2023 from 01:30pm and it last’s up to
    03:00 pm. I met 3 clients today namely Soni,
    Khushi, Asha. I get following response from there
    side.
    Sonia- she denied
    Khushi- she’ll get back to us after concerning with
    rest of her family.
    Asha- I get positive response from her side she
    agreed and purchased mutual fund of 1 crore.
    This all about the meetings. If you require more
    information regarding the meeting, responses or
    client details please let me know.

    Best Regards
    Udita Sharma
    (Wealth Manager)

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