Lead Information

K

Kiran Malhotra

Hot
Phone
+917500609297
Email
kiran.malhotra55@gmail.com
City
Kolkata
Source
Facebook Lead Form
CRM ID
LS_13F320E7
Campaign
South India Wealth Growth 2025
Call Attempts
2
Last Called
12 May 2026 04:34
Next Call

Qualification Score

100/100
AI Summary:

Kiran Malhotra expressed interest in mutual funds. Investment goal: other. Budget: ₹1 lakh lump sum. High interest shown. Immediately ready to invest.

Call History

# Outcome Score Duration Transfer Date
1 Hot 100 07:58 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹1 lakh lump sum
Investment Goal
Other
Investment Horizon
2-3 years
Prior MF Experience?
Yes