Personal CFO Reviews 

568
•
TrustScore 5 uit 5

4,9

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Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

I'm really grateful for the exceptional support I received from Tanisha Maheswari! Her guidance and prompt responses, even on late evenings, made a huge difference. Thank you for being so dedicated,... Toon meer

Beoordeeld met 5 van de 5 sterren

It was a wonderful session with Nihal who was very polite and courteous. He understood my current set of policies and guided me on the next steps of validating if there were any gaps in policy disclos... Toon meer

Beoordeeld met 5 van de 5 sterren

Suyash Buwade has been helping our family navigate health insurance planning for my family & I. He has been proactive, diligent and sincere in helping us navigate the paperwork. He was also constantl... Toon meer

Beoordeeld met 5 van de 5 sterren

I connected with my CFO Suyash to resolve my queries on insurance policies. He is young and energetic. He helped me to take the correct decision pertaining to my health and life insurance. And also as... Toon meer

Bedrijfsgegevens

  1. Financiële planner

Geschreven door het bedrijf

At Personal CFO, we provide tailored financial consulting services to help individuals and businesses achieve financial success. From strategic planning to investment advice, our expert guidance ensures your financial goals are within reach.


Contactgegevens

4,9

Uitstekend

TrustScore 5 uit 5

568 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

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4,9

Alle reviews

(568)

3 reviews in de afgelopen 12 maanden

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Beoordeeld met 5 van de 5 sterren

Nigel was very knowledgeable and had a…

Nigel was very knowledgeable and had a lot of patience as he took me through the various options of health insurance for my family. He was able to explain in detail about all the options I had based on my requirement.. thank you for your professionalism, dedication and patience.. it was super useful

22 maart 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Good experience

Hetvi ma’am guided me in taking up a good health insurance. She gave me a few choices and was also kind enough to explain the features to me.

27 maart 2025
Review zonder uitnodiging
Beoordeeld met 4 van de 5 sterren

Thanks 1% Club and Hetvi

It was a good experience working with 1% & the health insurance advisor Hetvi for my parents. Since the beginning, she pro-actively connected with me in order to know what is my requirement and accordingly suggested best suited policies, explain all the terms and conditions in detail, ensuring I understood every aspect and factors of it. This really helped me in deciding on what I want. We had frequent to and fro conversations and all the queries regarding the health insurance were efficiently and promptly addressed at every stage. Thank you Hetvi for your professionalism, patience and dedication that made the entire process smooth. I would thank 1% club for providing this needful and helpful service.

27 maart 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Thanks Hetvi for all the hardwork

I would like to thank Hetvi for helping me get the perfect health insurance. She was very patient in answering my endless queries and made sure to follow up on a regular basis. Thanks so much for your efforts.

27 maart 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Best CFO Hetvi

Hetvi patiently assisted me to get my parents Health Insurance.
She always replied my text ASAP and didn't got frustrated with my lot of queries.. Kudos to Hetvi and 1%Club.
Thankyou so much.

27 maart 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Heath insurance with Zeenat

The consultation with Ms. Zeenat relating to health care insurance through OnePercent Club was very informative and facilitative. She suggested policies tailored to my requirements, addressed all my queries patiently and explained the intricacies of policy T&C

8 maart 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

I recently had the pleasure of working…

I recently had the pleasure of working with Tanisha for my ICICI health insurance, and I couldn’t be more satisfied with the experience. She was extremely knowledgeable, patient, and transparent throughout the entire process.

Tanisha took the time to understand my needs and recommended the best plan that fit my budget and coverage requirements. She made what could have been a complex process feel smooth and hassle-free. Her prompt responses and attention to detail gave me complete confidence in my decision.

If you’re looking for a reliable and professional insurance advisor, I highly recommend Tanisha. She truly goes the extra mile for her clients!

12 maart 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Thanks Hetvi and 1% Club

My health insurance planner, Hetvi, provided invaluable assistance throughout the entire process. She guided me meticulously at every step, from evaluating and comparing various plans to selecting the most suitable one. Additionally, she facilitated the onboarding process with ease and assured me of her continued support for any future assistance. Thanks!

25 maart 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Zeenat : Health Insurance Advisor

Zeenat was very helpful and listened very patiently to all my doubts related to health insurance and discussed on the pros and cons of the present insurance taken . She also shared which health insurance policy could be the best right now and how to port from the earlier one. Thank you Zeenat , it was very insightful call which threw enough light and gave enough clarity which was required as of now.

25 maart 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Great customer experience

Very satisfied with the responses and questions answered by Tanisha at every step. She really helped me understand my vision and guided me proper responses.
She was available throughout my journey and build my confidence that I’m taking the right steps. Thank you

24 maart 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Such a smooth buying experience

Such a smooth buying experience! Mayur guided us very well with all the features of the health insurance and helped us with purchasing the best policy. A big task has been completed without any fuss. Thank you Mayur and 1% club for all the help and support.

24 maart 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Soumya Ranjan Dash is an exceptional…

Soumya Ranjan Dash is an exceptional personal CFO who provided clear financial guidance, strategic insights, and tailored solutions. His expertise in investments, tax planning, and wealth management has been invaluable. Highly professional, responsive, and committed to my financial success—highly recommended!

24 maart 2025
Review zonder uitnodiging

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