Vinny Aggarwal | Private Banker

Let's Start Recovering Your Lost Wealth

A letter from an IEPF Consultant to a Private Wealth Manager/ Advisor.

I request your 2 minutes of attention.

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Hello Sir/ Ma’am,


Your clients may have a whole lot of old investments in equity shares registered under their own name, their parents' names, or other family member's names, some of which may have been lost or remain in physical form.


We can help them get that & it will be a win-win proposition in way:


Why us? What distinct capabilities

Do we bring it?

Scarcely anyone in the industry is dedicated to recovering assets transferred to IEPF authority. The dedicated focus makes us unique

We started operations in 2016 but formally incubated Asset Retrieval Advisors in Jan 2019


The total value retrieved to date is approximately INR 600 Mn.

The total value in the process is approximately more than INR 400 Mn.


What is the business proposition?

This is a proposal for a referral partner

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What aspects will the agreement Encompass?

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What percentage of revenue will be shared?

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I'm eager for a chance to delve deeper into this discussion. We can arrange to conect via a phone call, an in-person metting, or a web conference.

My digits are 9810498110

Regards

VINNY AGGARWAL