DRAFT 1

I hope this email finds you well. I am writing to propose an Investment Awareness Program for your
company, Bristlecone, as I believe it will greatly benefit all your employees and the organization as a
whole. This program is designed to enhance financial literacy and empower your workforce to make
informed investment decisions.

Investing is a critical aspect of personal finance, and it plays a significant role in achieving financial
security and building wealth. With the current economic landscape, it is more important than ever
for individuals to understand investment options, risk management, and the potential for long-term
financial growth.

The program will include educational workshops, investment tools, Q&A sessions, a simulator, news
updates, and one-on-one consultations. Addition and subtraction of items will be subject to approval
and need of organisation. This initiative will not only contribute to their financial well-being but also
increase their overall job satisfaction and performance.

I request you to give us an opportunity, to discuss the same in depth via zoom meeting or in person,
where we will take you through the value additions which we can provide to all your employees &
company as a whole.

Please note that, we are a SEBI registered company, where we don’t charge to organisations for such
investment awareness programs.

I have attached our company & team profile for your perusal.

Awaiting for your prompt response.

DRAFT 2

I hope this message finds you well. I'm excited to propose an Investment Awareness Program for
Bristlecone. This initiative enhances financial literacy, empowers employees in making informed
investment decisions, and contributes to overall well-being and performance.

The program includes workshops, investment tools, Q&A sessions, , news updates, and
consultations, all customizable to your needs. Our services are provided at no cost, as we are a SEBI
registered company.

I kindly request an opportunity for a detailed discussion, and I've attached our company profile for
your reference.

Looking forward to your response.

Best regards,
DRAFT 3

I trust this message finds you in good health. I am excited to present a proposal for an Investment
Awareness Program tailored for Bristlecone. This initiative aims to significantly benefit your
employees and the organization as a whole by enhancing their financial literacy and enabling well-
informed investment decisions.

In today's economic landscape, understanding investment options, risk management, and the
potential for long-term financial growth is crucial. This program is thoughtfully designed to address
these needs and equip your workforce with the necessary skills.

Our comprehensive program will encompass educational workshops, cutting-edge investment tools,
interactive Q&A sessions, a practical simulator, real-time news updates, and personalized one-on-one
consultations. These components can be customized according to your organization's requirements.

We firmly believe that implementing this initiative will not only contribute to the financial well-being
of your employees but also boost their overall job satisfaction and performance.

I kindly request an opportunity to delve into this proposal further via a Zoom meeting or in-person
discussion. During this meeting, we will demonstrate the value we can bring to your employees and
the organization as a whole.

It's worth noting that we are a SEBI registered company, and our commitment to conducting these
investment awareness programs for organizations like yours is without any charge.

For your reference, I have attached our company and team profile.

I eagerly await your prompt response and the opportunity to discuss this valuable program with you.