Ananya Joshi expressed interest in mutual funds. Investment goal: growth. Budget: ₹1 lakh lump sum. Moderate interest. Wants more information before deciding.
| Scheduled At | Status | Advisor | Notes |
|---|---|---|---|
| 15 May 2026 21:34 | Completed | Amit Verma | Auto-scheduled after warm lead qualification. Preferred time: afternoon. |