Lakshmi Menon expressed interest in mutual funds. Investment goal: saving. Budget: ₹1 lakh lump sum. Moderate interest. Wants more information before deciding.
| Scheduled At | Status | Advisor | Notes |
|---|---|---|---|
| 17 May 2026 00:34 | Cancelled | Rohit Sharma | Auto-scheduled after warm lead qualification. Preferred time: afternoon. |