Lead Information

P

Pramod Shukla

Not Qualified
Phone
+918635620653
Email
pramod.shukla23@gmail.com
City
Kolkata
Source
Facebook Lead Form
CRM ID
LS_8D34201A
Campaign
South India Wealth Growth 2025
Call Attempts
1
Last Called
30 Apr 2026 06:34
Next Call

Qualification Score

23/100
AI Summary:

Pramod Shukla expressed interest in mutual funds. Investment goal: growth. Budget: ₹25,000 lump sum. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 23 05:27 15 May 2026 08:34

Latest Qualification Answers

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