Scripts require compliance approval before they can be used. The 5 qualification questions are pre-defined and cannot be modified.

New Call Script

Use {customer_name} as placeholder for the lead's name.
  1. Are you currently saving or investing anywhere?
  2. How much could you invest monthly, or do you have a lump sum available?
  3. What is your main investment goal — saving, growth, or retirement?
  4. How long can you keep your money invested?
  5. Have you invested in Mutual Funds before?
These 5 questions are fixed per SEBI guidelines and cannot be modified.