📨Emailers

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Advisory Email Sequence

Introduction Finnovate

Dear [Name],

Welcome to Finnvoate! By signing up for Financial Fitness Planning, you've taken the first step towards securing a healthier financial future. Complete our initial wizard to unlock the magic of financial planning tailored to your life goals.

At Finnvoate, we believe in simplicity. Our user-friendly platform offers personalized recommendations, educational articles, and interactive tools to help you achieve financial fitness. If you have any questions, our support team is here to assist you.

Get ready for a transformative journey towards Financial Fitness at Finnvoate!

Incase of any questions, drop us your query here help center⟶ 

 

Regards,
Team Finnnovate
Ph: 9819022600 / 9152022446

1st Email: Proposal

Dear Client, Thank you for giving us an opportunity to build your Financial Life Plan. It was a pleasure interacting with you yesterday.

The FAQs link helps you understand our remuneration & service levels. We have also enclosed many more FAQs to address your most pressing queries proactively.

FAQs Link: https://docs.google.com/document/d/1L4Yz4lgwehMy4ptCUQAaL92IblKTrq7StiFlScvnnrw/edit?usp=sharing

Please do not hesitate to contact us at your convenience, and we can connect to discuss and take this forward.

We hope to welcome you soon into the FinnFit Family, and we look forward to hearing from you. Best Regards,

2nd Email: Sending Agreement

Dear {Client Name},

Greetings for the day!!

Thank you for your inquiry regarding our investment advisory services.

As per your request, I have attached a PDF file that outlines the scope of 
our investment advisory services and the associated fees.

We have also included information on our payment methods and the frequency of payments.

We would be happy to discuss the details of our services and provide further clarification if needed.

Thank you for considering our services, and we look forward to the opportunity to work with you towards your financial future.

Best Regards,
(YOUR EMAIL SIGNATURE)

3rd Email: Asking for Docs

Dear (Client name),

Thank you for considering our advisory services.We are pleased to inform you that you have chosen our "Investment Advisory and Portfolio Tracker Plan". 
We appreciate your trust in us and are excited to begin working with you.

As part of our onboarding process, we request you to provide us with the following documents:
• PAN Card
• Aadhaar Card (Front and Back)
• Photograph

Upon receiving the above documents, we will send you an Agreement and a Risk Profiler to fill and sign. 
We kindly request you to complete all the required details and sign the documents wherever necessary.

The payment link for the plan can be found at www.razorpay.com

If you have any questions or concerns during this process, please do not hesitate to reach out to us. We are always available to assist you and ensure a smooth onboarding experience.

Thank you once again for choosing our advisory services, and we look forward to working with you.

Best regards,

Financial Planning

Request to fill Input Sheet

Dear (CLIENT NAME), As discussed earlier, we would like to help you prepare a customized financial life plan that is tailored to your specific needs and goals. To initiate this process, we request you to fill out the following form at your earliest convenience: https://tally.so/r/wdbxdr?rm=Yourname This form is designed to gather important information about your financial situation, including your income, expenses, savings, and investment goals. By providing accurate and comprehensive information, we can prepare a financial life plan that is specific to your individual needs. We understand that this process may take some time, but we assure you that the information you provide will remain confidential and will only be used to prepare a customized financial life plan for you. If you have any questions or concerns please do not hesitate to reach out to us.

Best Regards, YOUR SIGNATURE