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Kiran Malhotra

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Lead Information

K

Kiran Malhotra

Warm
Phone
+919827044766
Email
kiran.malhotra96@gmail.com
City
Delhi
Source
Email Campaign
CRM ID
LS_7F100B7B
Campaign
New Year Investment Campaign
Call Attempts
2
Last Called
16 Apr 2026 00:34
Next Call
—

Qualification Score

64/100
AI Summary:

Kiran Malhotra expressed interest in mutual funds. Investment goal: retirement. Budget: ₹2,000/month. Moderate interest. Wants more information before deciding.

Call History

# Outcome Score Duration Transfer Date
1 Warm 64 05:54 — 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

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
17 May 2026 04:34 Completed Ananya Gupta Auto-scheduled after warm lead qualification. Preferred time: afternoon.