Personal CFO Reviews 

569
•
TrustScore 5 uit 5

4,8

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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

4,8

Uitstekend

TrustScore 5 uit 5

569 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

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4,8

Alle reviews

(569)

4 reviews in de afgelopen 12 maanden

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Beoordeeld met 5 van de 5 sterren

Productive discussion on health insurance

It was a very fruitful conversation with Nihal helping at every step and guiding most importantly on what is important and what is not. He went extra mile to suggest a new option even after I have confirmed the policy just so that I wouldnt miss knowign the fact that there is a new policy in the offering. Thanks Nihal for the connect and all the best.

7 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Senior citizen health care policy

We had been in touch with Tanisha for a health policy. Being a senior citizen policy there were some issues to be sorted out. She handled these issued well and helped smoothen out some complexities making the whole process very stress free.

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

Amazing Experience

Great work by Nihal. Gives us some really good recommendations about health insurance for me and my cousin.
Overall a good experience..
Keep up the good work 👍👍👍👍

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

Top notch guidance & assistance by Ms. Payal Dere

An amazingly cooperative and dedicated experience with Ms. Payal Dere, who helped me throughout the insurance process, from explaining each and every option catered specifically for me, to reminding me important dates, documents and necessary actions to be performed. Really appreciate the constant support received by the 1% community even in situations when I couldn't match their energy and get caught up with other things in life.

I would definitely recommend being a part of a helpful community like this where all our asks are answered for, by the best at their fields.

21 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Best experience

Mayur Agarwal was well informed, proficient and an expert in this field. He first understood my need and very patiently explained the entire requirement and process; Even more patient when I kept postponing the meetings. Overall my experience was excellent with him.... Thanks a lot Mayur!

23 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Amazing Consultation By Zeenat !

Amazing Consultation By Zeenat !
She's was brilliant 👏 with your knowledge and conveyed guidance for Health and Life Insurance Research for my entire family 🙏 We are grateful to the entire team 👍 You people are doing great job from 1% Club 🤗Kudos and Keep going 😀

18 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Wonderful mentoring and support

I received amazing mentoring and support from Zeenat.
She was there with me always 24/7 clarifying my doubts and queries.
At first, I had no clue about anything
But when I spoke to her, her communication with me supported me a lot till the last moment.
She worked alongside with me in choosing a policy suitable for me.

20 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Excellent Consultation Experience.

Tanisha had a very good understanding and explained all the required details in crisp and clear way.
The communication was happened as per said date and time.
I am fully satisfied with the consultation that she gave about the existing health insurance.

21 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Thanks a lot Akshit Shah for helping…

Thanks a lot Akshit Shah for helping out and guiding to get the insurance done for my family. You patiently waited for my response and provided the details immediately. You are an amazing person and great person to work with.

29 januari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Expert Guidance on Insurance – Highly Recommended!

I had the pleasure of consulting Nihal Nichani regarding insurance policies, and his guidance was invaluable. He took the time to thoroughly explain different policies, helping me understand which one suited my needs best. His insights were clear, unbiased, and tailored to my financial goals.
He ensured I made an informed decision.

20 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Exceptional assistance and service

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, patient, and understanding throughout this insurance process🙏🏼.
You truly went above and beyond! I'd give more than 5 stars if I could, And highly recommend her !
Looking forward to connecting again with you soon !

20 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Many thanks for the help on term insurance

I have been puzzled about the term insurance policy for a very long time. Then I reached out for help and Ashley helped me a lot from the beginning. The first consultation call we had was very informative and helpful. Ashley has been providing me his guidance on each step of the process, that made me feel assured. Thank you for your support!

20 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Special thanks to PAYAL DERE

It was very pleasant to disclose that , I got a very kind and detailed information and policy issued .

Special thanks to PAYAL DERE ,and at last Akash .

Really they given all their efforts,like their own policy , i really happy on being a part of this journey.🙂🙂🙂🙂🙂

19 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Down to Earth, Implementable Advice

I spoke to Soumya Ranjan Dash for advice on health insurance. He took time to understand my context and advised me on how to approach health coverage for my family. He was thorough in his assessment, explained the rationale of his recommendations well and was open-minded about understanding my specific situation. It was a pleasure to speak to Soumya. He did not push or hard-sell any product and was polite, knowledgeable and helpful. Thank you for all the useful advice!

19 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Feedback for mayur

I consulted Mayur from insurance department and he explained me all the terms regarding insurance in polite and understanding manner where I can able to buy the insurance.

14 februari 2025
Review zonder uitnodiging

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