Arun Mehta

Lead Information

Warm

Phone: +918515455800
Email: arun.mehta50@gmail.com
City: Delhi
Source: Facebook Lead Form
CRM ID: LS_06EB61B8
Campaign: Retirement Planning Outreach
Call Attempts: 3
Last Called: 13 May 2026 03:34
Next Call: —

Qualification Score

50/100

AI Summary:

Arun Mehta expressed interest in mutual funds. Investment goal: saving. Budget: ₹15,000/month. Moderate interest. Wants more information before deciding.

Call History

#	Outcome	Score	Duration	Transfer	Date
1	Warm	50	04:48	—	15 May 2026 08:34

Latest Qualification Answers

Currently Investing?

Yes

Investment Amount

₹15,000/month

Investment Goal

Saving

Investment Horizon

2-3 years

Prior MF Experience?

Yes

Scheduled Callbacks

Scheduled At	Status	Advisor	Notes
15 May 2026 18:34	Pending	Rohit Sharma	Auto-scheduled after warm lead qualification. Preferred time: afternoon.