Lead Information

S

Suresh Iyer

Not Qualified
Phone
+919342861697
Email
suresh.iyer98@gmail.com
City
Chennai
Source
Facebook Lead Form
CRM ID
LS_F2FC9902
Campaign
Retirement Planning Outreach
Call Attempts
2
Last Called
26 Apr 2026 07:34
Next Call

Qualification Score

37/100
AI Summary:

Suresh Iyer expressed interest in mutual funds. Investment goal: other. Budget: ₹50,000 lump sum. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 37 02:07 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹50,000 lump sum
Investment Goal
Other
Investment Horizon
2-3 years
Prior MF Experience?
No