Writing a request letter for a consolidated mutual fund statement requires clarity and politeness. Clearly state your name and PAN card number, specify the period for the statement, and the reason for needing it. Avoid using unclear language and ensure all necessary details are included for a successful request.
Sample Request Letter for consolidated mutual fund statement
To,
The AMC,
_________ (Mutual Fund AMC Name),
_________ (Address)
Date: __/__/____ (Date)
Subject: Request for consolidated mutual fund statement
Respected Sir/Madam,
My name is ________ (Name) and PAN card number is _________ (PAN Number).
I am writing this letter to request the issuance of a consolidated mutual fund statement of ________ (Current Financial Year/Previous FY /Specify period). I am in need of the same as I will be requiring this for __________ (Personal Reason/ Income tax reason/ further investment).
Kindly issue the statement at the earliest. I am ready to follow up with all formalities. I shall be highly served.
Thanking you,
___________ (Signature),
___________ (Name),
___________ (Contact Number)
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Sandeep Bhandari