Lead Information

R

Ramesh Patil

Not Qualified
Phone
+919605818071
Email
ramesh.patil85@gmail.com
City
Indore
Source
Google Ads
CRM ID
LS_04025959
Campaign
Retirement Planning Outreach
Call Attempts
3
Last Called
17 Apr 2026 03:34
Next Call

Qualification Score

38/100
AI Summary:

Ramesh Patil expressed interest in mutual funds. Investment goal: growth. Budget: ₹1 lakh lump sum. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 38 04:16 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹1 lakh lump sum
Investment Goal
Growth
Investment Horizon
10+ years
Prior MF Experience?
Yes