Lead Information

A

Ananya Joshi

Not Qualified
Phone
+918144341300
Email
ananya.joshi28@gmail.com
City
Chennai
Source
TV Ad Response
CRM ID
LS_70EFDF2E
Campaign
Q2 2025 Mutual Fund Drive
Call Attempts
3
Last Called
07 May 2026 04:34
Next Call

Qualification Score

18/100
AI Summary:

Ananya Joshi expressed interest in mutual funds. Investment goal: retirement. Budget: ₹2,000/month. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 18 02:04 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹2,000/month
Investment Goal
Retirement
Investment Horizon
6 months
Prior MF Experience?
Yes