Dinesh Nambiar expressed interest in mutual funds. Investment goal: growth. Budget: ₹50,000 lump sum. Moderate interest. Wants more information before deciding.
| Scheduled At | Status | Advisor | Notes |
|---|---|---|---|
| 17 May 2026 03:34 | Completed | Ananya Gupta | Auto-scheduled after warm lead qualification. Preferred time: afternoon. |