Lead Information

A

Asha Mishra

Not Qualified
Phone
+919273880265
Email
asha.mishra37@gmail.com
City
Kolkata
Source
Facebook Lead Form
CRM ID
LS_9A115815
Campaign
South India Wealth Growth 2025
Call Attempts
3
Last Called
29 Apr 2026 06:34
Next Call

Qualification Score

15/100
AI Summary:

Asha Mishra expressed interest in mutual funds. Investment goal: retirement. Budget: ₹25,000 lump sum. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 15 04:31 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹25,000 lump sum
Investment Goal
Retirement
Investment Horizon
6 months
Prior MF Experience?
Yes