Lead Information

R

Ravi Bhat

Hot
Phone
+918894641296
Email
ravi.bhat90@gmail.com
City
Surat
Source
Website Enquiry
CRM ID
LS_069059B7
Campaign
Q2 2025 Mutual Fund Drive
Call Attempts
3
Last Called
26 Apr 2026 05:34
Next Call

Qualification Score

91/100
AI Summary:

Ravi Bhat expressed interest in mutual funds. Investment goal: growth. Budget: ₹15,000/month. High interest shown. Immediately ready to invest.

Call History

# Outcome Score Duration Transfer Date
1 Hot 91 06:46 Yes 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹15,000/month
Investment Goal
Growth
Investment Horizon
5+ years
Prior MF Experience?
Yes