Sub: Proposal for Financial Plan

Dear Sir,

Greetings of the day. We represent Welcon Financials Private Limited, an organization into wealth
creation, wealth management and financial advisory, based out of Kolkata. We appreciate your interest
in going for a Comprehensive Financial Plan for yourself and take pleasure in giving you a proposal to
that effect.

Why Financial Plan

A financial plan is a roadmap for your financial future, taking into consideration your cash inflows and
outflows, debt servicing and repayments, goals intended to reach, etc. Depending on the stage of your
life cycle, we customize and create your one-of-a-kind report that is tailor-made to suit you and your
needs.

How to go about?
We initiate the process with a detailed interview with the concerned person to collect the required
information to create a robust financial road map. The process gets reviewed and fine-tuned to arrive at
the final plan. We review the plan quarterly to evaluate the road map created.

Charges
We charge Rs. 3000/- for creating a comprehensive report for an individual, based on information
furnished. (Separate charges for a group of people) In the first year itself, additional information and
data feeds are incorporated free of cost. Second year onwards, maintenance and further revision
charges are Rs. 500 annually.

We hope to serve you in the best possible way and assure a mutually beneficial relationship and a long
term association. We look forward to your patronage and response.

Regards,

Deepak Sonkar
On behalf of Welcon Financials Pvt. Ltd

CIN: U67190WB2015PTC207560
Corporate Office- 1, R. N. Mukherjee Road, 4 th Floor, Room No-462, Kolkata: 700001
Ph: 033-40053621 Email: cust@welfin.in