Ramesh Patil expressed interest in mutual funds. Investment goal: saving. Budget: ₹50,000 lump sum. Moderate interest. Wants more information before deciding.
| Scheduled At | Status | Advisor | Notes |
|---|---|---|---|
| 16 May 2026 16:34 | Completed | Deepika Nair | Auto-scheduled after warm lead qualification. Preferred time: afternoon. |