Dear Investor,

Good day & Greetings from Finsherpa.

We hope that you and your loved ones are well and taking all the necessary precautions to stay safe
and healthy. 

Iam Bhuvaneswari your relationship manager from Finsherpa. I would like to personally thank you for
singing up with Finsherpa Investments Pvt. Ltd. Welcome on board. (Thanks for your valuable time. I
hope I would have given a clear picture on investment option available as per your goals)

With our 25 years of experience and handling a different set of clients like NRI’s, professionals,
corporates, Retirees. At Finsherpa, we believe in providing our investors with a holistic investment
experience.

Here's how our team and I can help you:

1. We will do a quick financial check-up to understand your requirements. This will identify
whether you are on the right investment track, and whether you are adequately protected
against investment risks.
2. If you have a specific financial goal in mind (long, medium or short-term), we can help you
achieve it by assisting you in picking the right investments.
3. Most importantly, we can help you gain access to the best investment opportunities that are
available in the market right now.

We wish to explore different investment options as per your risk appetite. This involves combining
different investment options to diversify your portfolio to minimise risk and maximise returns. We deal
with products like mutual funds, bonds, Equity Share.

I hope your relationship with Finsherpa would be long term.

Iam happy to inform you that I will be your primary point of contact and I encourage you to contact me
at any time with your questions, comments and feedback.

You can also visit our website www.finsherpa.com for recent update and blogs.

Happy Investing.

Yours Sincerely,

Bhuvaneswari