Lead Information

D

Devendra Singh

Not Qualified
Phone
+918919122159
Email
devendra.singh96@gmail.com
City
Bhopal
Source
Website Enquiry
CRM ID
LS_3FE94A00
Campaign
Retirement Planning Outreach
Call Attempts
3
Last Called
09 May 2026 07:34
Next Call

Qualification Score

26/100
AI Summary:

Devendra Singh expressed interest in mutual funds. Investment goal: growth. Budget: ₹25,000 lump sum. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 26 05:05 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹25,000 lump sum
Investment Goal
Growth
Investment Horizon
6 months
Prior MF Experience?
Yes