Dinesh Nambiar expressed interest in mutual funds. Investment goal: saving. Budget: ₹5,000/month. Moderate interest. Wants more information before deciding.
| Scheduled At | Status | Advisor | Notes |
|---|---|---|---|
| 15 May 2026 20:34 | Pending | Priya Patel | Auto-scheduled after warm lead qualification. Preferred time: afternoon. |