Lead Information

R

Rekha Pandey

Not Qualified
Phone
+917697720220
Email
rekha.pandey28@gmail.com
City
Surat
Source
Google Ads
CRM ID
LS_32072254
Campaign
Retirement Planning Outreach
Call Attempts
1
Last Called
10 May 2026 07:34
Next Call

Qualification Score

29/100
AI Summary:

Rekha Pandey 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 29 07:46 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹25,000 lump sum
Investment Goal
Growth
Investment Horizon
2-3 years
Prior MF Experience?
Yes