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Client Letters

Sixteen letters written for you — eight to welcome a new client, eight to ask an existing one for an introduction. Pick the occasion, fill the client’s name, and take it as a printed letter, a WhatsApp message or an email. English or Hindi, and you can edit every word before it goes.

1 · What is the letter for?

2 · Who is it going to? stays on this device

Your firm name, ARN and mobile are filled in from your Circle profile. Change them in Setup and every letter follows.

3 · Your letter

Edited the text? The compliance check runs again on what you actually typed, not on the original. The market-risk disclaimer is added automatically and is part of what gets copied.