Lead Information

B

Bharat Bhagat

Hot
Phone
+919026318543
Email
bharat.bhagat88@gmail.com
City
Jaipur
Source
Website Enquiry
CRM ID
LS_40008B9A
Campaign
Retirement Planning Outreach
Call Attempts
2
Last Called
05 May 2026 08:34
Next Call

Qualification Score

78/100
AI Summary:

Bharat Bhagat expressed interest in mutual funds. Investment goal: growth. Budget: ₹25,000 lump sum. High interest shown. Immediately ready to invest.

Call History

# Outcome Score Duration Transfer Date
1 Hot 78 06:54 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹25,000 lump sum
Investment Goal
Growth
Investment Horizon
1 year
Prior MF Experience?
Yes