Lead Information

R

Ravi Bhat

Hot
Phone
+917022335544
Email
ravi.bhat24@gmail.com
City
Surat
Source
Website Enquiry
CRM ID
LS_432ACA3A
Campaign
Retirement Planning Outreach
Call Attempts
3
Last Called
15 Apr 2026 05:34
Next Call

Qualification Score

89/100
AI Summary:

Ravi Bhat expressed interest in mutual funds. Investment goal: other. Budget: ₹1 lakh lump sum. High interest shown. Immediately ready to invest.

Call History

# Outcome Score Duration Transfer Date
1 Hot 89 04:14 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹1 lakh lump sum
Investment Goal
Other
Investment Horizon
2-3 years
Prior MF Experience?
Yes