Lead Information

G

Geeta Sinha

Not Qualified
Phone
+918280295908
Email
geeta.sinha66@gmail.com
City
Bengaluru
Source
Website Enquiry
CRM ID
LS_F2217062
Campaign
Q2 2025 Mutual Fund Drive
Call Attempts
3
Last Called
15 May 2026 00:34
Next Call

Qualification Score

15/100
AI Summary:

Geeta Sinha expressed interest in mutual funds. Investment goal: saving. Budget: ₹1 lakh lump sum. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 15 07:22 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹1 lakh lump sum
Investment Goal
Saving
Investment Horizon
6 months
Prior MF Experience?
Yes