Lead Information

A

Ananya Joshi

Not Qualified
Phone
+917943254807
Email
ananya.joshi68@gmail.com
City
Bhopal
Source
WhatsApp Campaign
CRM ID
LS_4E732CED
Campaign
New Year Investment Campaign
Call Attempts
1
Last Called
13 May 2026 06:34
Next Call

Qualification Score

44/100
AI Summary:

Ananya Joshi expressed interest in mutual funds. Investment goal: retirement. Budget: ₹50,000 lump sum. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 44 03:29 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹50,000 lump sum
Investment Goal
Retirement
Investment Horizon
1 year
Prior MF Experience?
Yes