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