Leads Karan Verma
KV
Karan Verma
Endowment · Pune
ContactedLow Priority
Mobile+91 9801733503
Emailkaran.verma@example.com
SourceWebsite
AdvisorSameer Khan
Annual income₹2500000
Next follow-upTomorrow, 09:00
Tags
VIPReferralTax SaverFamily Plan
Activity Timeline
- Today, 10:32Proposal shared via WhatsAppULIP · ₹15,000 / month · 10 year term
- YesterdayMeeting scheduledVideo call · Thursday 4:00 PM
- 3 days agoFollow-up call completedDiscussed retirement goals and family cover
- 5 days agoLead marked InterestedSource: Referral by Sneha Nair
- 8 days agoLead createdAdded by Anil N Tari
Secure360 AI · Suggested next step
Draft a WhatsApp message reminding Karan about the Endowment proposal shared 3 days ago.