Mutual funds are the highest-volume investment product in India today. The leads here range from first-time SIP starters (₹5K–₹25K monthly) through lump-sum investors deploying ₹10L+ after a property sale or bonus, to HNI families building diversified portfolios across equity, debt, and international funds. Tax-saving (ELSS) season produces a spike in Jan–March. Posters typically refer customers when their own wealth desk is overcommitted; conversions are fastest when the claimer offers proper portfolio reviews and not just product pushes.