Ananya Joshi

Lead Information

Warm

Phone: +918014574707
Email: ananya.joshi68@gmail.com
City: Indore
Source: Email Campaign
CRM ID: LS_182BE0C5
Campaign: Retirement Planning Outreach
Call Attempts: 2
Last Called: 04 May 2026 04:34
Next Call: —

Qualification Score

66/100

AI Summary:

Ananya Joshi expressed interest in mutual funds. Investment goal: retirement. Budget: ₹10,000/month. Moderate interest. Wants more information before deciding.

Call History

#	Outcome	Score	Duration	Transfer	Date
1	Warm	66	07:53	—	15 May 2026 08:34

Latest Qualification Answers

Currently Investing?

Investment Amount

₹10,000/month

Investment Goal

Retirement

Investment Horizon

6 months

Prior MF Experience?

Yes

Scheduled Callbacks

Scheduled At	Status	Advisor	Notes
16 May 2026 07:34	Completed	Rajesh Kumar	Auto-scheduled after warm lead qualification. Preferred time: afternoon.