Lead Information

S

Sanjay Rao

Not Qualified
Phone
+918516770131
Email
sanjay.rao71@gmail.com
City
Ahmedabad
Source
WhatsApp Campaign
CRM ID
LS_621BF66D
Campaign
New Year Investment Campaign
Call Attempts
2
Last Called
01 May 2026 07:34
Next Call

Qualification Score

19/100
AI Summary:

Sanjay Rao expressed interest in mutual funds. Investment goal: retirement. Budget: ₹2,000/month. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 19 02:59 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹2,000/month
Investment Goal
Retirement
Investment Horizon
2-3 years
Prior MF Experience?
Yes