Lead Information

N

Neha Agarwal

Not Qualified
Phone
+919972880745
Email
neha.agarwal57@gmail.com
City
Hyderabad
Source
Referral
CRM ID
LS_6364D3F0
Campaign
Retirement Planning Outreach
Call Attempts
2
Last Called
14 May 2026 00:34
Next Call

Qualification Score

16/100
AI Summary:

Neha Agarwal expressed interest in mutual funds. Investment goal: other. Budget: ₹50,000 lump sum. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 16 06:36 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹50,000 lump sum
Investment Goal
Other
Investment Horizon
5+ years
Prior MF Experience?
No