When drafting a request letter for a mutual fund statement, it's essential to maintain a clear and polite tone. Begin with respectful salutations and provide all necessary details such as customer ID, folio number, and PAN number. Clearly state the period for which you need the statement and the purpose behind the request.
Sample Letter Regarding Statement of Mutual Funds
To,
The Manager,
________ (Bank Name),
________ (Address)
Date: __/__/____ (Date)
Subject: Request for statement of mutual funds
Respected Sir/ Madam,
With utmost respect, I would like to state that my name is _______ (Name) and I took a mutual fund through your bank dated __/__/____ (Date) bearing the details mentioned below:
Customer ID: __________ (Customer ID)
Folio Number: __________ (Folio Number)
PAN Number: __________ (PAN Number)
I write this letter to request for issuance of the statement of my mutual fund dated from __/__/____ (Date) to __/__/____ (Date). I need the same for _________ (reconciliation/ maintaining personal records/ any other).
I request you to issue the same at the earliest, I shall be highly obliged for your kind support.
Thanking you,
__________ (Signature),
__________ (Your Name),
__________ (Contact Number)
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Sandeep Bhandari